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Peak Pro Financial

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"I love my job!" - Sales Development Advisor Peak Pro Financial Employee Review

5.0
1 June 2020
Recommend
CEO approval
Business outlook

Pros

Mine is a unique sales position with limitless potential for growth and income. I love my job because the more I research, the harder I work and the more I learn the better I become. I have been with the company for three years, the CEO is quite engaged and available (nights/weekends), very much a leader and team player. He has worked in the industry for over two decades, and is a wealth of information. I feel a very positive energy and willingness from others to help even without being asked. I have both experienced and witnessed extreme patience with the learning curve, and appreciate the non-intimidating counseled approach to teaching the high level concepts we work with on a daily basis. This all takes work - but the reward is huge! This is the last job I will ever have - I love it!

Cons

This is far beyond just reading a script - so if you aren't honest with yourself about your ability to assimilate information (history, statistics, financial planning models and law) and apply it to your conversations and recruiting (basically do the job you're hired to do) - it's not a fit. So that's not a con - that's just committing to doing your job!

Explore other reviews about Peak Pro Financial

5.0
27 Feb 2021
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I was fortunate enough to work with a team of highly motivated professionals who are very committed to taking the firm to the next level. It's a fast-paced and collaborative sales-driven environment, and everyone takes great pride in their work. If you're willing to dig in and put in the work, you're open to feedback, you love the process, and you have a growth mentality, you can really own your success, and the opportunities are endless. The firm is on the brink of massive success and the team understands the potential - so it's an exciting time to be part of the organization.

Cons

It's a small and nimble company. So like many small firms, you have limited resources and you'll wear a ton of hats. This can be uncomfortable for some who may not have the expertise in such a broad range of areas. But I saw this as a good thing, as it allows for learning, creativity and innovation - to do more with less.

1.0
20 Mar 2024
Recommend
CEO approval
Business outlook

Pros

Learned a little bit about life insurance.

Cons

They are a BGA, no matter what they call themselves. Life insurance only and a bit of a one trick pony at that. The turnover is outrageous!!! May find quality candidates but once in the door, they quickly leave.

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