Unorganized and over amped - Recensione dipendente - Financial Advisor presso Equitable Advisors

2,0
7 mar 2012
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Generous commissions and flexible with working hours. Broad number of products within their niche and access to almost entire market portfolio within the insurance business.

Svantaggi

Non-structured training with little or no official organizational goals except through computer training. Most of the successful management is relatively inaccessable or very arrogant. Many of their top producers are not savvy or educated in the current state of financial markets or their own internal systems and management doesn't seem to care. Alot of basic information is assumed and not taught (operational). No transparancy for many clients in terms of what is going to be charged or what is available because the Advisors' position is to only learn and sell the basic, most profitable products.

Esplora altre recensioni su Equitable Advisors

5,0
2 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Svantaggi

Support staff are more hands off, not a lot of in house support staff members.

2,0
24 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Accessible stepping stone into the industry. Flexibility

Svantaggi

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

Vedi recensioni per: Utile|Valutazione|Data|Tutto