“Financial Advisor” role - Financial Planner Prudential Employee Review

1.0
3 Nov 2021
Recommend
CEO approval
Business outlook

Pros

They give you “leads” to work

Cons

The leads are garbage and the ones with any significance go to the people in managements pocket. The leads are recirculated and the list you get has been called out on about 15 times already. There is a ton of back door “you scratch my back I’ll scratch yours” nonsense happening Literally throw EVERYONE into an annuity regardless of whether or not that is the best option to get the upfront payout vs managed money. A saying in the office - “slinging annuities” because that’s what everyone does. Just pump annuities and the flavor of the month from management. Management loves to talk about how great they are and how much money they make.

Explore other reviews about Prudential

5.0
11 June 2026
Recommend
CEO approval
Business outlook

Pros

Work life balance okay and the comp is not bad

Cons

Little small org changes here and there all the time.

1.0
16 June 2026
Recommend
CEO approval
Business outlook

Pros

They take you to lunch on your first day. Hybrid 2 days in the office, but I'm sure that will increase. The benefits & pay.

Cons

No training at all. You learn by failed case work and what other coworkers tell you. They expect you to do case work you have never processed before. If you fail too many cases, they put it against you and say your quality is bad. Train normally and the quality wouldn't be bad. If you continue to do "bad", they will just put you on phone calls every day to help rude and mean old people. Upwards of 40+ calls daily. They also don't put everyone on phones even though they say being on phones is an essential part of the job. They pick and choose their favorites to do casework and put everyone else on phones daily. Managers are useless and just sit in meetings all day and don't offer help, training, or guidance. Managers also provide snobby remarks when asking for clarification or help and answer back as if you are the dumbest person in the room and act as if you should already know the answer.

See reviews by: Helpful|Rating|Date|All