Outdated technology, curtailed training time experiment - Recensione dipendente - Individual Consultant (Inbound ) presso TIAA

2,0
12 ago 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good salary and benefits. Training class was enjoyable. Good opportunity to get licenses. On-site cafeteria is a plus.

Svantaggi

Difficult to get PTO scheduled. Unable to get a couple hours off for an annual physical checkup with my doctor, leading to health issues later. Lots of required overtime and last minute schedule changes. Technology is hopelessly outdated, too many different platforms to work with including some dating back to 1970's and 1980's. Training time was curtailed in an effort to get employees into pipeline quicker, this was a detriment to the employees and to overall productivity. For example, sales training was virtually eliminated yet lead generation was a major component of employees' evaluation.

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5,0
26 mar 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

good benefits good training room for career advancement

Svantaggi

can be easy to get by doing the bare minimum

2,0
4 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good starting salary and benefits package.

Svantaggi

The longer you’re there, the more of an expectation that you work more for the same or less income. Producers find it hard to justify staying when leadership keeps moving the goal posts on how to increase income. No rhyme or reason as to how they decide “promotions.” One advisor might have one good year and get promoted over an advisor that produces year in and year out. They fail to share revenue because they’d have a hard time justifying the income level compared to outside advisors with a fraction of the book size. They claim and depend on brand recognition to justify a capped income but fail, or just won’t admit that is why they keep losing their top talent. Operations is a nightmare that I can’t even begin to describe. When I share the processes that have been in place for over a decade, colleagues in the industry shake their head and laugh. They can’t believe we earn and keep business. The saying while I was there was “the biggest threat we face is that TIAA clients start to explore their options outside of TIAA.”

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