Life Insurance sales - NOT financial planning - Financial Advisor bei First Command Financial Services: Mitarbeiterbewertung

2,0
12. Jän. 2022
Empfehlen
CEO-Befürwortung
Geschäftsprognose

Pros

I wish I could say good things.

Kontras

This company totes itself as a military friendly company with a basis in financial planning. I left the company because I couldn't do what was in the fiduciary capacity for my clients. Every client needed whole life insurance first, without question. It so happens, advisors get paid a pretty massive amount of money up front for the sale of the whole life products. The multiplier actually incentivizes advisors to sell whole life over any other product. The majority of advisors here don't know how to actually write a concrete financial plan, let alone make prudent financial recommendations.

avatar
Reaktion von First Command Financial Services
4y
Thank you for sharing your experience. Regarding your comments on our approach to whole life insurance and financial planning, our company does not focus on the sale of any specific type of financial product. Our Advisors offer products and services in the context of financial coaching. They benefit from an extensive training program designed to equip them to create and deliver comprehensive financial plans. They present practical financial recommendations that fit the unique circumstances and goals of each client. First Command seeks Advisors who believe in this approach and always put our clients first. In this way, we maintain a culture that reflects the highest ethical standards and best practices of the financial services industry.

Mehr Bewertungen zu First Command Financial Services entdecken

5,0
18. Mai 2026
Empfehlen
CEO-Befürwortung
Geschäftsprognose

Pros

True to its core values and principles. Family oriented and encourages family & work balance. Free financial counseling! Honest, kind, respectful employees and excellent CEO

Kontras

Lots of baby boomers who don’t want to change work processes to enhance results, but they mean well :)

avatar
Reaktion von First Command Financial Services
1mo
Thank you for taking the time to share your experience with First Command. We’re pleased to hear that our family-oriented culture, strong values, and supportive colleagues made a positive impact during your time with us. We also appreciate your feedback regarding opportunities to improve processes. We are committed to evolving as an organization, and insights like yours help inform how we continue to enhance efficiency and drive better results across the business. Your perspective is valuable, and we will share your comments with our leadership team.
2,0
18. Juni 2026
Empfehlen
CEO-Befürwortung
Geschäftsprognose

Pros

Nice people in the office

Kontras

Pay is not that great

Bewertungen anzeigen nach: Hilfreich|Sterne|Datum|Alle