Financial Advisor - Recensione dipendente - Financial Advisor presso USAA

1,0
8 feb 2016
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great benefits, good location. great coworkers

Svantaggi

It's acall center so depending on the manager you may be micromanaged to death. Sales philosophy is direct as many calls to the FA's as possible, so you get calls from P&C, Credit Cards to "finish up the call"; essentially they just updated their insurance and are dropped to the FA's with no set up. You are supposed to open up the call and find a way to sell them life insurance, annuities or managed portfolios. 90% of the people don't want to talk to you. Metrics change every year. I mean a 180 degree change. Essentially it's an insurance company trying to be an investment company. And failing. Any discussion with managers leads to the inevitable "trust the process" conversation. Some managers are great and leave you alone to work. Some micromanage you to the point of noting the exact minutes you were on break.

Esplora altre recensioni su USAA

5,0
8 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

50% off for lunch flexible working hour

Svantaggi

too many office politics layoff

5,0
8 mag 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Life work balance, great benefit package and nice colleagues. The goal of the company is providing the best service to its members. So, they treat employees the best to encourage them to do the same for members.

Svantaggi

Slow IT support, limited interactions with industry. Banking business is not as mature as insurance.

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