Great Place to Work - Recensione dipendente - Financial Services Associate presso Treloar & Heisel

5,0
9 giu 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great leadership who wants to see you succeed and will put all their effort in helping you do so. Very supportive group of people who enjoy their job.

Svantaggi

No cons here. If you don't like to travel, I wouldn't recommend but besides that it is a great place

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5,0
29 nov 2024
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Nice team, helpful advice and they let you work on a lot

Svantaggi

Parking was a little annoying and pay could have been better

3,0
13 giu 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

You get to travel for roughly 8 months to a territory of your choice (up to a certain extent). If you like sales and insurance, you will be paid well. Lots of client interaction and client development. Many incentives on top of base salary to increase pay. Some interaction with financial planning. Many opportunities to grow professionally with designations of your choice. Clear metrics to determine performance.

Svantaggi

A lot of travel. It is both a pro and a con, depending on your personality. In my experience, I traveled about every other week for those 8 months, some traveled more and some traveled less. A bit micromanaging which can be good when you feel overwhelmed and need direction, but other times feels like too many meetings when it's not needed. Working long hours, certainly longer than 40 per week and not paid overtime. On travel, you work from morning to nighttime, and during sales season, you work roughly 10 hours per day or more.

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