Poor Branch Leadership - Financial Professional Equitable Advisors Employee Review

2.0
2 Jan 2020
Recommend
CEO approval
Business outlook

Pros

*This is a great opportunity to get your feet wet in the industry. You will learn a lot about life insurance. *If you are a lucky enough to get a good senior agent to take you under their wing, then you can also learn a lot about financial planning. *The validation points are low compared to other firms that interviewed me. *Pay scale can get high

Cons

*The organization as a whole is slow to invest the necessary resources needed to be competitive. *On a more disturbing note, under the current local leadership, the office has made a spiraling descent. By coming to work here you will be pushed into handing 25% of cases that you sourced over to management's family member under the pretense that they "do the paperwork." If you refuse to accept these terms, management will remove any and all support from you. Management will even "highly recommend" that you give them a portion of the cases you source. The "local management" is also a liar who will maneuver under the guise that you will never find out about their dubious deeds. When you bring your awareness to their attention they will resort back to lying. *Current management and management prospects are underqualified and only hold their rank for their ability to feed said "local managements" narcissistic ego. Questions to ask your potential district manager would be how long have they been in the business and how they were able to build their clients from scratch.

Explore other reviews about Equitable Advisors

5.0
2 July 2026
Recommend
CEO approval
Business outlook

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.

Cons

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

1.0
26 June 2026
Recommend
CEO approval
Business outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

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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