Think twice - Recensione dipendente - Dipendente anonimo presso Equitable Advisors

1,0
18 feb 2015
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Teaches you to present materials professionally and build lasting relationships with clients.

Svantaggi

Everything else. Management here is a joke. Once you leave and a client decides to cancel their contract, AXA bills you for the advanced commissions. That's not a problem and I agree money should be reimbursed. However, agents who take over your newly acquired client may churn the account (cancel their existing account and make them open another one within AXA to increase their application count to meet the monthly quota) or simply give bad service making the client want to transfer to a better institution.

Esplora altre recensioni su Equitable Advisors

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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