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Treloar & Heisel

Is this your company?

I am fortunate to have this job. Do I love it every day? No but I am incredible lucky to work here - Financial Services Associate Treloar & Heisel Employee Review

5.0
6 Dec 2022
Recommend
CEO approval
Business outlook

Pros

T&H has one of the best training programs in the country regardless of industry. If you cannot take the training with an open mind and find some success then Financial and Insurance planning( sales) is not the right path. T&H expects me to work hard and demands more than any coach, employer, teacher etc ever has from me. I value that, a lot. I can make more money they I ever thought possible at T&H and it’s directly correlated to my work ethic and willingness to learn/ try harder. I value that. My goal was to crack 6 figures by the time I was 30, T&H helped me do that at 24. Again, I am unbelievably fortunate to go to work for T&H everyday.

Cons

Everything I have said in the above Pros section can be turned into a Con. This is matter of perception. I feel spread thin at time, over worker a bit but I have a team and mentors at this company that help me get back on track. The job is hard to keep up with because it’s going well and I am helping 100s of clients each year which takes a lot of time. Most advisors would kill for that complaint.

Explore other reviews about Treloar & Heisel

5.0
9 Jun 2025
Recommend
CEO approval
Business outlook

Pros

Great leadership who wants to see you succeed and will put all their effort in helping you do so. Very supportive group of people who enjoy their job.

Cons

No cons here. If you don't like to travel, I wouldn't recommend but besides that it is a great place

3.0
13 Jun 2025
Recommend
CEO approval
Business outlook

Pros

You get to travel for roughly 8 months to a territory of your choice (up to a certain extent). If you like sales and insurance, you will be paid well. Lots of client interaction and client development. Many incentives on top of base salary to increase pay. Some interaction with financial planning. Many opportunities to grow professionally with designations of your choice. Clear metrics to determine performance.

Cons

A lot of travel. It is both a pro and a con, depending on your personality. In my experience, I traveled about every other week for those 8 months, some traveled more and some traveled less. A bit micromanaging which can be good when you feel overwhelmed and need direction, but other times feels like too many meetings when it's not needed. Working long hours, certainly longer than 40 per week and not paid overtime. On travel, you work from morning to nighttime, and during sales season, you work roughly 10 hours per day or more.

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