You are not a financial advisor, you are an insurance sales person - Recensione dipendente - Financial Advisor presso Equitable Advisors

1,0
13 mag 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The office address is nice.

Svantaggi

Management will hire anyone. Your group benefits are tied to how much AXA insurance you sell (which does not put the client first). They are annuity and life insurance sales people that don't do what is best for clients. You are expected to market to schools which do not want you on or around campus before, during, or after school. There is no marketing budget for new people.

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

Vantaggi

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Svantaggi

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

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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