Great starter job, do not be naive. - Recensione dipendente - Financial Professional presso Equitable Advisors

1,0
18 set 2019
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

They will sponsor you for licensing i.e. (Series 7, 66, insurance licenses). They will reimburse you for licensing costs. That is all you will get. You will be part of a team, and you will be supported by and support that team. You can opt for a salary option, but that will reduce your commission rate. You will work long hours and your compensation will be abysmal on an hourly basis, even if you make six figures.

Svantaggi

You will not be given serious training. You will not learn any insights about financial planning, investments, or even insurance unless you try to learn on your own. The turnover rate is unbelievable. Turnover of associates, managers, entire teams is abysmal. The prospecting schemes are at times unsavory and at times cringeworthy. If you are part of a team you will have to do what that team does without fail. The knowledge you gained by studying for and passing the series exams is vastly superior to the "training" you will be given.

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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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