Client Discovery Team - Recensione dipendente - Client Discovery Team presso Edelman Financial Engines

4,0
28 apr 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great leadership, comprehensive sales training, great team.

Svantaggi

Sales heavily relied on the financial markets. Over saturation of Client Discovery Team made lead flow difficult. Advancement is one way track to becoming financial advisor. Vaccine mandate & forcing of employees to come back into office created off balance culture.

Esplora altre recensioni su Edelman Financial Engines

5,0
5 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great firm if you are in to sales

Svantaggi

Very high fee and the clients are not happy

4,0
23 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Svantaggi

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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