Just a Sales Position from start to finish - Recensione dipendente - Financial Representative presso Equitable Advisors

2,0
23 feb 2016
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

If you enjoy helping out your family and friends by selling them securities, insurance, and retirement plans then this is for you. If you have a defined market then this is perfect for you. Basically it sales, you go out and find clients in your own way. I would of kept with it but I didn't want to be a salesman for the rest of my life. Even the managers spend their time helping you but they make their money selling products as well. Yes you can make a lot of money doing this but you will just keep doing the same thing for the rest of your career even if you move up to a management position.

Svantaggi

You spend about $1,500 out of your own pocket to pay for the licenses you need. Then you don't get that reimbursed until you made 5,000 PC's which isn't tough to achieve. Showed up on the first day and no one was in the office, didn't feel very welcomed. They want you to sell the products before you get to even know them. You start by bringing your clients in and have an more experience person try and set up a program for them.

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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