Good place to learn the basics before moving on - Recensione dipendente - Financial Consultant presso Equitable Advisors

3,0
8 set 2010
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great training program from the San Diego branch. This could be largely a function of the management at that particular location as I noticed that many other consultants from throughout the country were much less educated and savy when conversing with them at conventions and training functions. Good suite of products to offer.

Svantaggi

The neccesity to sell a minimum amount of proprietary products in order to "validate", have your expenses covered, made it difficult to offer truly unbiased recommendations all the time. However, this is the case at most if not all large insurance/investment outfits.

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.

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.

Vedi recensioni per: Utile|Valutazione|Data|Tutto