Must be entirely self motivated or keep walking. - Recensione dipendente - Financial Advisor presso Equitable Advisors

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

Vantaggi

You have your independence during the day. Most of the time you are your own boss.

Svantaggi

The assistance they offer to provide is disorganized at best. The eDoc system is where new hires have to dig for fliers and tips to succeed and it's not very up-to-date. I constantly found fliers that were no longer current to todays economy being used by employees.The learning curve is steep and the help is limited. Most of the people you will work with have been employed for less than five years. The veterans are to busy or so far along with their career to give any thoughtful advice. The line I was fed over and over (which repulsed me ethically) was fake it until you make it. That's deplorable when you consider you're dealing with people's livelihood.

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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.

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