Financial Representative (RBG) - Recensione dipendente - Financial Representative presso Equitable Advisors

3,0
7 ago 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good sales and product training. I had an excellent manager who cared about my success. I was part of the Retirement Benefits Group that targets teachers and being part of that group it was easy to get leads, because my business partner and I had access to the schools where we can do a staff talk or set up in the teachers lounge. We also got leads at the beginning of the school at new teacher orientations. Very little cold calling on my end because my manager had a good relationship with the school districts I was working at. Good way for anyone to start the business and build their book. 403(b) cases are very easy to close because teachers need it anyways. AXA is a good place to start your financial planning career especially if you are fresh out of college and do not have any high net worth people in your natural market.

Svantaggi

Unlike other companies, AXA does not provide you with marketing materials or pay for your seminars. They also make you buy the companies laptop and get your own printer. It gets very expensive, because you do alot of driving if you are in the RBG market. Also, after 3 years if you are in your "pop" contract, you will have to start paying for your cube...yes your cube...and mine costs a little over $700 a month. Alot of other companies will not make you pay for your cube and if they do its only $50/month. You also cannot get an outside job...not even selling Mary Kay. I left AXA because I feel like even though they had good training and connections with the school district, they were not generous with their employees compare to other insurance companies. AXA also does not paid as much as some other companies.

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5,0
24 nov 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The education, resources, and support provided provided by leadership at the branch level (regional: OH and IN) and district level (local: Carmel Office) are excellent. If you want the best shot at succeeding in this career you'll be hard-pressed to find a better firm and a better team to do it with.

Svantaggi

The statistics tell a story: As many as 9 in 10 people who become financial advisors are have left the career within their first three years. Its a challenging career path, period. But there are companies with better than average development and retention rates and Equitable is one of them for good reason.

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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