Pioneer Investments Work Values

Daily Duties at Pioneer Investments:

Work together with the Regional Vice President in the implementation and execution of the territory marketing and sales plan. Spend approximately 75-80% of time initiating sales calls to financial professionals in order to promote and sell Pioneer products. Contact representatives after Regional Vice President visits to provide additional information, obtain feedback about the meeting and utilize needs based selling techniques to inquire about additional product needs. Notify representatives of product/fund inquiries generated from their shareholders through our cross-selling activities. Develop new prospects and maintain existing relationships in order to increase sales in the territory. Facilitate and participate in meetings with representatives who visit our Boston office, as well as occasional travel to the territory with RVP. Facilitate conference calls between branch offices and Pioneer’s investment staff. Coordinate planning of broker dealer meetings, seminars, conference calls and necessary meetings involving external financial professionals, Portfolio Managers and all levels of management within the Distribution organization. Prepare and provide hypothetical investment reports and research to Regional Vice President and financial advisors in order to generate new business in the territory. Monitor and analyze daily sales reports to ensure accuracy and to inform Regional Vice President of activities in the territory Responding to product, sales and marketing questions from financial advisors in assigned territory. Rely on extensive industry knowledge and experience in executing our business plan for the territory.

What they like about Pioneer Investments:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Consultative Sales, Relationship Sales, Relationship Management, Product Development and Launch, Account Management, Territory Management, Market Research and Analysis, Practice Management Best Practices

Skills

P&L responsibilities, Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Territory Management

These are some of the questions we asked our climbers about their experiences with Pioneer Investments: