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Executive Financial Group

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Executive Financial Group Reviews

3.8

57% would recommend to a friend

(11 total reviews)
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Tony Sandifer

100% approve of CEO

88% positive business outlook

Reviews by job title

11 reviews
1.0
13 Dec 2010
Recommend
CEO approval
Business outlook

Pros

The job is fairly flexible and the other employees are nice.

Cons

Management never very direct with you. Was extremely misled when being recruited. Many things were promised to me that never happened. Do not go here out of college as I did. Recruits people out of college and promises them a lot. All management wants to do is have these new recruits have their family members meet with senior agents and push annuities and life insurance. These senior agents then take half the profit. No guidance of natural market gone. Only four or five agents survive because they get all the new people to work with. Avoid at all costs.

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Executive Financial Group Response
15y
I am concerned about this review as it directly reflects on me as the Director of Recruiting. I would never intentionally mislead anyone. I am honest and upfront about every aspect of this job. I always tell the the good and the not so good in every interview. I do not make promises about income or marketing. The fact of the matter is, in this position, you get what out of it what you put into it. It is a face that this is a very high turnover industry but our firm has less turnover than most. My biggest success and my biggest failures are college recruits. They are a double edge sword. Either they are amazing and successful or they flounder. I think you can tell what happened to this person. This position is very flexible and we don't babysit. We work. If you can't motivate yourself or if you need someone to micromanage you, this is not the job for you. We will give you the tools and the guidance you need and people at our firm are often very successful, but sometimes people don't make it. If you want to sit at a desk all day and crunch numbers then this is definitely not for you. In regards to the comment that "all management wants to do is have these new recruits have their family members meet with senior agents...." That is partly true. It is not ALL we want to do but when you first start you don't have any credibility in the insurance/investment world. That is a fact. Often if you talk to your family and friends they will give you a shot because they know your character and your potential. You definitely want to work with senior advisors because they have experience, the experience that a new rep doesn't have. So, we want you to start building your business while still giving sound professional advice. Some people make it without the help of their "warm market". It is a little harder on them at first. We really are just trying to make it easier for you to get started. The thing is, if someone is unhappy or feels "mislead' they should always tell someone instead of sneaking out. If this poster felt they were mislead by me then they should have contacted me and told me so instead of hiding anonymously behind a post. I can't change anything or fix anything if I am unaware of exactly what the problem is. In all fairness I think that these website forums are a great place for potential employees to get more detailed information on a company. The problem arises often though is that I don't get to tell you what 'caliber" of employee of the poster. It often could be a disgruntled employee. It could often be legit but you just have to take that into consideration. Paula pkolocotronis@efgmo.com
2.0
25 Aug 2010
Recommend
CEO approval
Business outlook

Pros

high payout grid for selling proprietary products

Cons

slim to none in coaching or advanced knowledge, unless willing to split commissions with a veteran insurance agent (which is strongly encouraged by management).

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Executive Financial Group Response
15y
I just found out about this review website today. I feel awful this the person who posted this feels this way and is unhappy. I hope for his(her) sake that he has ended his employment with us as it would be awful to work somewhere if you were not happy. We have a lot of training available to all of our reps/agents, whether they are new or experienced. But, I am a firm believer that there is always room for improvement so I will definitely take this review into consideration and speak with the President about what we can do to make things better. I disagree that the sole focus of EFG is life insurance. Suitability is the determining factor on what kinds of financial products we offer to clients. I will say though that when a new agent first starts the focus part is life insurance simply because it takes some time to ramp up to be ready to sit for any securities licenses. So yes, if you do not have a securities license, all you are legally allowed to solicit is life insurance. Executive Financial Group is a great place to work. Unfortunately this is not a career for everyone. It takes a lot of time and commitment to excel, just like anything. If you are willing to put in the hard work and the time it takes to succeed then then, and only then, will you achieve the career results you desire. Paula pkolocotronis@efgmo.com
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Glassdoor has 13 Executive Financial Group reviews submitted anonymously by Executive Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Executive Financial Group is right for you.