Prospective
Become a Partner of Pacer
Our existing relationships and resources enable firms to extend their reach into a distribution channel without the sizeable, up-front commitment or resources to assemble, employ, and train a team of experienced marketers and wholesalers. This allows our partners to stay focused on other aspects of their business.
Let Pacer be the final piece of the puzzle!
At Pacer you will be able to take advantage of incredible resources including:
External Sales Team:
- 20 experienced, licensed professionals are located across the country.
- 12,500 meetings held with over 52,500 financial advisors in the past year.
- Personalized service: to advisors through branch meetings, one-on-ones, office walk-throughs, and client seminars.
- Client solutions: offer not just products, but solutions to help advisors address individual client needs and goals.
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Internal Sales Team:
- 15 sales consultants in the home office
- 125,000 outbound calls with over 27,000 packages sent to financial advisors in the past year
- Prospecting
- Building brand awareness
- Generating sales
- Compiling database intelligence
- Schedule/follow-up related to external office visits
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Marketing Team:
- Writers and project coordinators
- Graphic Design professionals
- Full service distribution center
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Distribution:
- 150,000 person database of investment professionals in the home office.
- 40,000 financial advisors emailed product information weekly.
- 5,000 mailers sent to largest producers monthly.