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Liberty Partners Financial Services

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Liberty Partners Financial Services Reviews

3.9

43% would recommend to a friend

(6 total reviews)

17% positive business outlook

Reviews by job title

6 reviews
5.0
26 July 2021

Great company to work with

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.

5.0
7 May 2020

Love working at Liberty Partners!

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great work environment, helpful team members, dynamic leadership, schedule flexibility. Great opportunities for advancement!

Cons

Only covers 50% of health insurance

1.0
27 June 2018

Independent Financial Advisor

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.

Viewing 1 - 3 of 6 Reviews

Glassdoor has 8 Liberty Partners Financial Services reviews submitted anonymously by Liberty Partners Financial Services employees. Read employee reviews and ratings on Glassdoor to decide if Liberty Partners Financial Services is right for you.