Dated firm - Recensione dipendente - Financial Consultant presso Equitable Advisors

2,0
8 ago 2019
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Very young environment, many in the office it’s their first career because of financial incentives for management based on hiring as many as possible. Decent opportunity for upward mobility into management for top sellers. Very entrepreneurial, can build your own practice. Unfortunately, this can sometimes be a bad thing for people in their first career as you don’t know the business and don’t have any connections.

Svantaggi

Emphasis on selling life insurance and annuities. No cost of living adjustment across branches for pay. Low name recognition and we are going through a rebrand since we were sold by AXA so even less. Extremely dated technology that never works. Growing emphasis on selling proprietary inferior products that have high fees.

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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.

1,0
26 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Complete freedom to build your book of business anmd schedule.

Svantaggi

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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