It was a good start to a career in the financial industry because it gives you the opportunity to pass the Series 7. - Avis employé Financial Consultant Equitable Advisors

4,0
10 déc. 2010
Recommande
Approbation du PDG
Perspective commerciale

Avantages

If you meet your sales targets upper management you can pretty much structure your own work hours. You become educated and qualified to sell several finanial and insurance products. Recognizable brand name.

Inconvénients

Selling insurance based products isn't very interesting. You have to go to a lot of your parents' family and friends and ask them to come in for a financial planning meeting.

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5,0
2 avr. 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Inconvénients

Support staff are more hands off, not a lot of in house support staff members.

2,0
24 juin 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Accessible stepping stone into the industry. Flexibility

Inconvénients

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

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