Caution - Sales Representative Beyond Finance Employee Review

2.0
Oct 23, 2025
Recommend
CEO approval
Business Outlook

Pros

(I worked remotely) Great pay if you can actually get good training from a manger and director who takes accountability. If your corporate experience doesn’t ruin it, you can feel like you are helping a lot of people in tough spots.

Cons

While they use metrics and a coaching standard a lot of what they say is never honored. You could perfectly implement coaching and if your numbers don’t improve they will blame you and fire you after a performance notice/performance improvement plan which displays a complete lack of accountability. I wish I had one of the recordings but I had a manager literally tell me I was doing exactly what he would have done on the phone and that was the coaching… then they threatened to fire me for lack of performance (after a long track record of top level performance). They also backpedal a lot and blame you for doing what they told you to do. Someone who was following their process literally was told that if they closed 2 deals they would be able to keep their job. After closing their second deal they were walked out… I got to be in a lot of management meetings (was vetted to be an manager) and they don’t really care about their employees. They will hire someone and instead of building with them will cycle through until they find someone who seems to do well. Once that person’s performance drops off due to changes in market trend, economic climate or even just personal struggles they will quickly move to replace that person as well. They have a lot of double standards for top performers but beware because if/when your performance drops you’re on the chopping block. Schedules can be brutal and you may not be able to spend time with family and loved ones because you will be on the phones over the evenings and weekends. You will most likely be stressed out heavily. They will blame you for numbers even though they sre sourcing bad leads that they stick you with that hurt your numbers because they deem them as “qualified” although most of them are being bait and switched due to false advertisement that many agents have complained about. Unless you have PTO you can’t be out sick even with a doctor’s note or due to family emergency. You will be fired or written up if you miss a day of work. They have changed the pay plan a lot and change metrics. Job stability and pay stability are mid-level at best. I lost all love and hope for the company once I got to see what they really are at the heart of their corporate structure with the directors and senior directors. It could be a wonderful place to work if they actually understood that their employees are humans and not robots without families.

Explore other reviews about Beyond Finance

5.0
Jun 26, 2026
Recommend
CEO approval
Business Outlook

Pros

Beyond Finance truly stands behind its leadership team and agents. There is a strong support system in place, and upper management genuinely listens to feedback and provides resources necessary for us to succeed. Whether an employee or client opportunity... one doesn't outweigh the other and are both equally important here at Beyond. The collaborative environment makes it incredibly rewarding to coach and mentor team members, helping them develop their skills and hit their performance goals.

Cons

None at the moment as this is a great company that encourages career and opportunity growth!

3.0
May 27, 2026
Recommend
CEO approval
Business Outlook

Pros

Despite having minimal education and experience, this position at Beyond Finance has allowed me to work a remote job with considerable pay and benefits. The work itself is super chill and management is nice enough. If you’re looking for a temporary remote job and don’t need to be here long, this might be for you. You really have to take the good with the bad here haha.

Cons

No job security. My class started with 40 and we are down to 4 now a year in. The metrics make sense at first glance until you realize a lot of it comes down to luck. Since I’ve been there, multiple changes have been made which directly and obviously make hitting goals more difficult, but the goals remain unadjusted. Each month, management allows a curve to assist with this, but the curve is random and contributes to the feeling being at the mercy of luck. If a curve is needed every single month, why not just openly adjust goals to be more reasonable? I feel as though I am “succeeding” in spite of management, not because of any support. Additionally, the service this company offers is a scam. It’s a little uncomfortable when everyone is talking about how prideful they are of the work they do for this company when you know deep down you are ruining peoples lives financially.

3
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