license then leave - Financial Advisor Equitable Advisors Employee Review

1.0
26 Jun 2023
Recommend
CEO approval
Business outlook

Pros

You can pay for your licenses

Cons

There are different contracts you can be brought in as. You can either be brought into only work with School employees and try and connect with them which is 100% commission or you can have a small base salary after you bring in enough business, but at that point it could be months, since you would do all your own lead generation with warm markets (friends and family then trying to connect on social media) Lack of training structure with weeks in between trainings that could just be recorded and not waste hours of time You have to pay for your own lead generation while paying for more services to be able to either offer life insurance products or advising Weird that you have to split commission with other agents that have access to product services almost like this is to only support agents who have been here a while or you have to pay on your own and if you dont have a lot of clients your fees are eating your income

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

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

2.0
24 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

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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