Former Employee Review - Recensione dipendente - Financial Professional presso Equitable Advisors

2,0
24 feb 2021
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The branches are split up into teams, so it's easy to get to know everyone. Most people are energetic and hyped up for the day. Lots of meetings, check-ins, and competitive spirit. The leaders are cool and very friendly & knowledgeable. Everyone was easy to talk to.

Svantaggi

Before you get to the office, they don't tell you how long each day will be or give you a good outline as far as what you'll do day-to-day (training, meetings, etc.) and seem to make things up as they go along (probably due to the company rebuild). Be prepared to dedicate most of your time to the job. Training is difficult to go through because you have a "lesson" with each person on your team, meaning that there's room for contradiction and incoherence. In my case, it seemed like everyone had very little time for me and didn't prioritize my training so we constantly rescheduled or they would forget. Some people missed out on some training completely. You also don't get paid anything besides a small bonus until you contract. It is a lot of work for little pay off until then.

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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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