Just a Sales Position from start to finish - Financial Representative Equitable Advisors Employee Review

2.0
23 Feb 2016
Recommend
CEO approval
Business outlook

Pros

If you enjoy helping out your family and friends by selling them securities, insurance, and retirement plans then this is for you. If you have a defined market then this is perfect for you. Basically it sales, you go out and find clients in your own way. I would of kept with it but I didn't want to be a salesman for the rest of my life. Even the managers spend their time helping you but they make their money selling products as well. Yes you can make a lot of money doing this but you will just keep doing the same thing for the rest of your career even if you move up to a management position.

Cons

You spend about $1,500 out of your own pocket to pay for the licenses you need. Then you don't get that reimbursed until you made 5,000 PC's which isn't tough to achieve. Showed up on the first day and no one was in the office, didn't feel very welcomed. They want you to sell the products before you get to even know them. You start by bringing your clients in and have an more experience person try and set up a program for them.

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

2.0
24 June 2026
Recommend
CEO approval
Business outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

See reviews by: Helpful|Rating|Date|All