Internal Advisor Consultant

  • Competitive
  • Newport Beach, CA, USA
  • Permanent, Full time
  • Pimco
  • 21 Oct 17 2017-10-21

Internal Advisor Consultant

Position Description

The Retirement/Defined Contribution Distribution business within PIMCO is responsible for developing, servicing and growing assets under management within the U.S. retirement market. The Retirement Sales team focuses primarily on the Defined Contribution (401(k), 457, 403(b), profit sharing plans) segments of the retirement market, providing sales expertise and specialized product support for various management affiliates and variety of distribution channels.

The Advisory Consultant's primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Advisory Consultant is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Advisory Consultant also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

RESPONSIBILITIES

  • Provide product information and sales support to financial advisors
  • Work closely with external wholesalers to set up sales meetings and offer overall support and follow up
  • Partner with wholesaler to develop sales ideas and strategies
  • Promote PIMCO investment products to the brokerage community
  • Manage and build financial advisor relationships
  • Proactively follow up with clients and prospective clients in a timely manner
  • Maintain and manage CRM system
  • Occasional travel with wholesaler

Position Requirements

  • Bachelor's degree
  • Series 7 and 66 licensed
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite
  • Must possess strong inter-personal and organizational skills
  • Must demonstrate the ability to multi-task
  • Must be able and willing to work in a team oriented environment

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.