Sales not an Advisor - Recensione dipendente - Financial Advisor presso Equitable Advisors

2,0
30 giu 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Easy way to get your Series 7/66 & LAH Licenses. Can provide some beneficial financial services industry experience. If you know a lot of people with large retirement accounts you can make large sums of money very quickly.

Svantaggi

You will be forced to sell to your friends, family and then just about anyone who will still talk to you or answer your phone calls. Little to no help will be given to you once they see you as having tapped your "natural market" and you will be discarded. Compensation is purely commission based making almost everything you sell an inherent conflict of interest.

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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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