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One Pacific Financial Strategies

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One Pacific Financial Strategies Reviews

4.8

93% would recommend to a friend

(36 total reviews)
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Derek McDougall

92% approve of CEO

95% positive business outlook

One Pacific Financial Strategies has an employee rating of 4.8 out of 5 stars, based on 36 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The One Pacific Financial Strategies employee rating is 29% above average for employers within the Finance industry (3.7 stars).

Reviews by job title

36 reviews
1.0
5 Apr 2026
Recommend
CEO approval
Business outlook

Pros

They have some guidance when it comes to doing your insurance education.

Cons

They are salesmen. They want you to do all of the heavy lifting while they take 50% of what you make. They will say you will make 50-250k. Then then will send you to carlsbad where they make you wait in a zoom meeting for 20 minutes to "build anticipation". Then you will reject you and refer you to the brea district and spend thousands to meet them. Be prepared to waste the last 6 months of your life on these licenses and they will not be reimbursable. They will say it's reimbursable, but it's not until you meet your "production level". You will either sell out your family or make $0.

2.0
4 Jan 2024

MLM

Recommend
CEO approval
Business outlook

Pros

Set your own hours. Largely friendly staff.

Cons

Life insurance is not an investment vehicle. They do not give you sales prospecting tools like Sales Navigator and push Whole Life Insurance as a retirement vehicle. Push you to sell to friends and family instead of giving you prospects. No base pay, commission only. Take a cut of your commission.

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One Pacific Financial Strategies Response
2y
Thank you so much for taking the time to review our firm. I am sorry you did not have a good experience with us. I do want to respond to a few items on your list: 1) I a not sure what you are referring as “Sales Navigator” but we do offer a full tech package to all our agents 2) We use many products in our financial plan and Whole Life is one of them 3) We do believe in using current contacts to get clients just like real estate agents and other industries do – This should have been covered in the interview process and if it was not that was our mistake 4) We do have multiple different contracts so I disagree with the “no base pay”, “commissions only” and “take a cut of your commission” and I would welcome a conversation as to why you put that in your review and it seemed you worked for us for over a year, so if this was an issue and wasn’t covered in the interview process, the types of contracts offered, I would have assumed you would have addressed it sooner. Lastly, and most importantly we are NOT a MLM. A Multi Level Marketing firm requires their agents not only to sell products & services to clients but also recruit those same clients to sell those products and services and they get an override on their “downline”. One thing I know to be certain is we never require any of our agents to recruit anybody (strangers or family/friends) to become agents of our firm to sell our products and services. We want all of our agents to gather people as clients (no different than a real estate agent) not as recruits
5.0
8 May 2023
Recommend
CEO approval
Business outlook

Pros

Starting a career with One Pacific has proven to be the right step on the path toward success in financial services. The management is highly supportive, with experienced senior partners who help to train and guide you in understanding the firm's wealth strategies and services as well as how to engage and service the clients. Colleagues and peers are friendly and inspiring. They are always open to answering questions, sharing their insights, and are a pleasure to work with. There is a great degree of autonomy in this line of work where you manage your own schedule. It is really up to you to be focused and to put in the effort. But when you do, the experience will no doubt be rewarding. The team at One Pacific has a genuine desire to see you succeed and has your back every step of the way.

Cons

There are no free lunches.

Viewing 1 - 3 of 36 Reviews

Glassdoor has 41 One Pacific Financial Strategies reviews submitted anonymously by One Pacific Financial Strategies employees. Read employee reviews and ratings on Glassdoor to decide if One Pacific Financial Strategies is right for you.