Equitable Advisors reviews

3.7

64% would recommend to a friend

(2,517 total reviews)
avatar

Mark Pearson

80% approve of CEO

65% positive business outlook

Equitable Advisors has an employee rating of 3.7 out of 5 stars, based on 2,517 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Equitable Advisors employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Reviews by job title

3K reviews
2.0
Feb 23, 2016
Recommend
CEO approval
Business Outlook

Pros

If you enjoy helping out your family and friends by selling them securities, insurance, and retirement plans then this is for you. If you have a defined market then this is perfect for you. Basically it sales, you go out and find clients in your own way. I would of kept with it but I didn't want to be a salesman for the rest of my life. Even the managers spend their time helping you but they make their money selling products as well. Yes you can make a lot of money doing this but you will just keep doing the same thing for the rest of your career even if you move up to a management position.

Cons

You spend about $1,500 out of your own pocket to pay for the licenses you need. Then you don't get that reimbursed until you made 5,000 PC's which isn't tough to achieve. Showed up on the first day and no one was in the office, didn't feel very welcomed. They want you to sell the products before you get to even know them. You start by bringing your clients in and have an more experience person try and set up a program for them.

2.0
Oct 9, 2015

Hard

Recommend
CEO approval
Business Outlook

Pros

AXA has set up access to a large number of insurance companies so that you can offer clients the solution that is in their best interest.

Cons

Monthly expenses you pay to AXA to be an advisor make it very difficult to get ahead. They are a constant drag.

3.0
Aug 7, 2015
Recommend
CEO approval
Business Outlook

Pros

Good sales and product training. I had an excellent manager who cared about my success. I was part of the Retirement Benefits Group that targets teachers and being part of that group it was easy to get leads, because my business partner and I had access to the schools where we can do a staff talk or set up in the teachers lounge. We also got leads at the beginning of the school at new teacher orientations. Very little cold calling on my end because my manager had a good relationship with the school districts I was working at. Good way for anyone to start the business and build their book. 403(b) cases are very easy to close because teachers need it anyways. AXA is a good place to start your financial planning career especially if you are fresh out of college and do not have any high net worth people in your natural market.

Cons

Unlike other companies, AXA does not provide you with marketing materials or pay for your seminars. They also make you buy the companies laptop and get your own printer. It gets very expensive, because you do alot of driving if you are in the RBG market. Also, after 3 years if you are in your "pop" contract, you will have to start paying for your cube...yes your cube...and mine costs a little over $700 a month. Alot of other companies will not make you pay for your cube and if they do its only $50/month. You also cannot get an outside job...not even selling Mary Kay. I left AXA because I feel like even though they had good training and connections with the school district, they were not generous with their employees compare to other insurance companies. AXA also does not paid as much as some other companies.

Viewing 136 - 138 of 2,517 Reviews

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