1.0
Jan 27, 2025
Former employee
Chicago, IL
Recommend
CEO approval
Business Outlook
Pros
Get licensed with SIE, series 7 and 63
Cons
-poor management, some team leads and managers are not qualified, do not respond to reps in timely manner, causing long wait time for customers -micro managed constantly, every second of your day is tracked by what code you are in and managers will get on you for taking bathroom breaks -managers/team leads do not care about customer service, only about reps getting advisor referrals / being in adherence -poor training, no transparency about bonuses, no roles to move into for growth opportunities -may have to work weekends/poor compensation incentive for working on weekends about 5% differential -very little time in between calls, expected to be on the phone every second of the day