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Neilson Financial Services

Engaged employer

STRONGLY DO NOT RECOMMEND WORKING HERE - Sales Agent Neilson Financial Services Employee Review

1.0
13 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Great colleagues who trauma bonded, definitely made some life-long friends. Free lunches on Wed and Fri. Free fruit and timtams.

Cons

I was under the impression that this was a good place to work based upon the reviews from this site and also from the hiring manager. The pay frequency is Monthly and it is non-negotiable. When I was hired and received my offer letter, I notified them of my leave and they didn't say anything. Once my contract was signed (and I had resigned from my previous job) I was then notified that I couldn't take leave which was already planned and booked. The training process is unnecessarily difficult with intense role-plays with managers. It is supposed to be for 3 weeks, but before the end of two weeks, they already have you on the phone and if you do not perform well, then you're potentially going to get fired. When they fire your colleagues, they don't let you know that the person was let go, you just have to figure it out when your colleagues disappear. The information between Training Team and QA team conflict. If you question them, then you're told that you're not coachable. They have a stupid thing called "hotpot" that they don't even explain to the newbies, they just tell you you have to move and sit at another desk to do the job you're already doing. I was later told that this is for low performing staff, i.e. if you haven't made a sale in a day, you have to go into the hotpot. When I expressed my discomfort with this, the sales manager expressed a lack of empathy and told me he will escalate the issue to higher management. When I had that meeting with higher management, they explained that new leads come in - but that's not the case, my new leads were always on 0. This place only internally hires for sales management positions, so there are a bunch of people with zero management/leadership skills running the teams and therefore morale overall is very bad, but they expect you to perform well, and as a reward you get a team meeting lol. It does not make sense. There was a sales manager who was fired after 6 people in his team resigned. He was a micromanager, always hovered at my desk, wouldn't let me speak to my team members, but expected me to have longwinded conversations with him. This place is an extremely toxic place to work, just because the building is nice, the location is good don't let it fool you, it's a horrible place to work, you can't look at your phone at all. Every break you take is timed. Good people who worked there were resigning because they weren't appreciated for their effort. If you make multiple sales in a day, you get praised but for like 1 second, then they expect more. They think "squeezing the chicken" is incentive to make sales, but they were regularly reminding us in the teams chat to squeeze the damn chicken to make sure the new newbies would feel excited. Haha. If you make any errors in your sales, you lose most of your comission. I do not recommend working here if you want to maintain your peace, sanity and happiness. There's a very high turnover of staff. This company might not even last much longer.

Explore other reviews about Neilson Financial Services

5.0
2 Mar 2018
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

One of the better sales environments that I have seen. Healthy competition between agents but still a sense of commonality and cheering on your coworkers. They have an R&R room to step away and take a break and the actual break room is far enough removed from the floor that you can really take time to eat and relax and not get sucked back in to work. The company is pretty diverse and the management team makes themselves available when needed. Expectations have increased on showing up on time and being professional but it still does not feel micromanaged but rather creates coaching environment. This isn't a sales job where you are pressured to crank out unrealistic daily numbers and get yelled at or worry about job security because of it. In fact turnover is refreshingly low. Pay is competitive and they make growth paths very clear.

Cons

With all the new growth things have become cramped but that will be fixed next month when we move to a brand new office. As with all start ups, sometimes technology and processes take awhile to catch up with the company but overall Neilson does a great job recognizing the issues and working to correct them.

4
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