Truth About Equitable Advisors - Financial Professional bei Equitable Advisors: Mitarbeiterbewertung

5,0
15. März 2021
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CEO-Befürwortung
Geschäftsprognose

Pros

Constant support from every level of Financial Professionals. There are many different trainings to continue and build on your knowledge. They give leads for cold calling when you are in the study process. Once licensed you have the opportunity to buy zoominfo.com where you get thousands of leads. They give training on dipping into your natural market and most importantly they do not leave you to fend for yourself. They ask you to reach out to people you know but they do not expect you to do that right away. We all know our friends and family do not want to be called not knowing what you do exactly. Cold calling is scary but Equitable helps out a lot building your client pipeline!

Kontras

This is not a 9-5 job, you are basically your boss. You decide what hours you are going to put in to build your client list. You have many resources to do this. You have to be extremely motivated, you are an entrepreneur, this is your business!

Mehr Bewertungen zu Equitable Advisors entdecken

5,0
2. Juli 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Very fun work place and great work environment. Awesome incentive trips, great culture. Good management. Very motivational culture. Very lenient schedule depending on manager.

Kontras

Bad pay within first couple of years. Back paying salary through "recovered commissions". Not much support in terms of finding clients.

1,0
26. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Complete freedom to build your book of business anmd schedule.

Kontras

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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