3.0
Jul 1, 2024
Former employee, more than 3 years
Bala Cynwyd, PA
Recommend
CEO approval
Business Outlook
Pros
Learn a ton about investment vehicles and insurance policies Sharpen skills of data gathering and client facing skills Challenging sink or swim environment - all commission-based role
Cons
Every man for himself environment - create your own business plan or fit into someone else's Need to generate sales immediately to live and pay bills Insurance focused - do not spend a lot of time showing how to build practice leading with investment vehicles