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Liberty Partners Financial Services

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Independent Financial Advisor - Anonymous employee Liberty Partners Financial Services Employee Review

1.0
27 June 2018
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I can't think of anything.

Cons

1. Prior to my employment with Liberty Partners, the CEO and HR employee both told me that they would give me some of the firms' existing clients' contact information if I joint their firm, this way I would be able to prospect and try generating business for myself and also more business for the firm. After two months of asking the CEO, HR employee, and other employees in the California office to send me this information, I was told that the firm is just now realizing that they do not have contact information from their existing clients' accounts and they just have names and addresses. I am guessing the only reason the CEO and HR employee lied to me was to get me to join their firm? How can you not have emails or phone numbers? 2. I found that the staff was not knowledgable. I would ask the California office and employees questions. I would act on their answers. After I completed the job I was then told by these same employees that what I did was incorrect and that the process is different. 3. It took many weeks to register me with annuity carriers and insurance carriers. I had business ready to be submitted and I was told by employees not to worry about getting appointment and registered with the carriers, to just send them my clients' information and they would submit the application on my behalf. I'm not sure if they were trying to help me or if they were going to take credit for this. 4. After asking many different employees what the payout structure was for managed money, life insurance, and annuities, still to do this day I do not know and my questions and not been answered. I was told, "it depends." 5. It took the California office 7 weeks to approve my Facebook social media page.

Explore other reviews about Liberty Partners Financial Services

5.0
26 July 2021
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Friendly staff really take time to understand you business and tailor the way you'd like to achieve for the business goal.

Cons

Small group of back office occasional lead to delay in certain requests.

4.0
28 Jan 2013
Recommend
CEO approval
Business outlook

Pros

The pros of working at Liberty Partners Financial Services was the ability to grow your own business as you see fit. Also, payout and fees are very competitive.

Cons

The cons of working at Liberty Partners Financial Services was the size of the organization. Small is not always better. Tech platform, back office help, transition from previous firm all were lacking. Basically, your on your own and hope for the best.

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