Financial Consultant - Financial Consultant Equitable Advisors Employee Review

4.0
Aug 18, 2015
Recommend
CEO approval
Business Outlook

Pros

-You work as hard as you want -Your hard work is proportionate to how much you can make -Make your own schedule -No stress from management -If you hit your numbers, which are not unreasonable, you keep your job -Great people to work with -Can use AXA products, or a variety of other company's products. Great platform. -Offers life insurance in addition to investments. Life insurance is far easier to sell. -Great benefits

Cons

-Very unpredictable income, month to month, and year to year -Need to build a niche market or team up with senior advisors in order to survive -When you start out, it is very difficult to both learn product, and make a decent amount of money without having to bring someone else along that knows how to sell the product well -Unpredictable hours, most clients work so you need to meet with them at their residence when they get home, 6PM, 8PM, etc -High expenses. Could travel up to an hour and a half north or south to meet with a client at their residence. Gas and mileage on car can really rack up.

Explore other reviews about Equitable Advisors

5.0
Apr 2, 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.

1.0
Jun 26, 2026
Recommend
CEO approval
Business Outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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