Unorganized - Recensione dipendente - Financial Professional presso Equitable Advisors

1,0
19 gen 2021
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The only pros that I can think of is getting the licenses.

Svantaggi

Theres so many cons to working for this company I dont know where to even start. From day 1 you are lied to about the training, pay and career advancement. Let me just begin by saying many of the reviews on here are current employees that are sold the dream that they say if you put in the effort you have unlimited earning potential. That may be true, but it is very rare as for this position you are nothing more then a call center where you make 500+ dials a day trying to convince random people about life insurance. I was told I would be financial advising and getting the training needed and all I got was just a bunch of meeting set and ran that they tried pushing life insurance. My friend wanted me to help him with retirement planning and said he did not want life insurance and they pushed 3 different life insurance products on him. The knowledge that I learned after being here for a year was the same knowledge I had when I originally started. I would avoid this company at all costs unless it is truly your last option and just use it as a stepping stone. Dont think youre any more special then the rest of the people because youre just a pawn for the management to fill up their pockets. I should have known that after my first 2 months there that 15 out of 40 people in the office left to other companies

Esplora altre recensioni su Equitable Advisors

5,0
24 nov 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The education, resources, and support provided provided by leadership at the branch level (regional: OH and IN) and district level (local: Carmel Office) are excellent. If you want the best shot at succeeding in this career you'll be hard-pressed to find a better firm and a better team to do it with.

Svantaggi

The statistics tell a story: As many as 9 in 10 people who become financial advisors are have left the career within their first three years. Its a challenging career path, period. But there are companies with better than average development and retention rates and Equitable is one of them for good reason.

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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