We're a Team - Financial Representative Rise North Capital Employee Review

5.0
Jan 12, 2021
Recommend
CEO approval
Business Outlook

Pros

- Team based approach. We work together and bounce ideas of each other to better help out clients. - Diverse collection of agents from numerous backgrounds brings a wide variety of experience and expertise. - Always someone around to ask questions and if one person doesn't know the answer another will. - Access to a huge amount of carriers allowing us to shop around and find the best rates and products for clients. - Several partnerships that bring in leads and training on how to go about creating passive marketing campaigns - Numerous holiday events to be casual and get to know everyone.

Cons

- This con is NOT limited to RNC: Pay fluctuates. Some months will be huge and others less so. It's all about constant activity to make sure the low months are as infrequent as possible. - As a growing company RNC does not yet have the name recognition that the Fidelitys and Vanguards have.

Explore other reviews about Rise North Capital

5.0
Mar 25, 2026
Recommend
CEO approval
Business Outlook

Pros

Rise North Capital gave me some of the biggest growth of my life, both personally and professionally. I had learned more skills there than anywhere else, made more money there than I ever had before, and at the same time got to make a real impact in people’s financial lives. I loved the freedom and independence that came with the role. There was no micromanaging and I had a lot of control over my own schedule which helped me foster a lot of growth into becoming a professional and leader. The environment is full of people who want to grow professionally and personally as well. It helped shape my vision of growth in a way bigger than just business. I also really enjoyed the relationship building side of the business, the face to face client interactions and the opportunity to train and develop others. You'll learn how to build and run a practice, not just show up to work.

Cons

This role is not for everyone, it is very entrepreneurial in spirit. If you need a lot of structure or a more traditional setup, this can feel very overwhelming fast. It's a very independent role. There is a slight learning curve, and results usually depend on how much ownership you are willing to take. (good thing though, you'll have a coach to help support you)

2.0
Jun 29, 2026
Recommend
CEO approval
Business Outlook

Pros

Make your own systems - no instructions provided

Cons

-You get paid by the manger you are under with their personal money not the company - do more than what’s in your job description - anywhere from making cold calls to picking up dry cleaning - no HR = Run - you get little to no benefits because reach manger pays their admins benifits personally - will have mean things said to you if you do not read their mind - no firm wide communication and training on “systems”

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