Equitable Advisors reviews about "training program"

63% positive business outlook

Reviews by job title

78 reviews
5.0
Feb 25, 2022
Recommend
CEO approval
Business Outlook

Pros

Incredible training program to get advisors up and running as quick as possible. Mentorship program where new advisors are taught the business by financial planning experts. Ability to control the amount of income by your effort level. Best place to be an entrepreneur and own your own book of business. Very competitive product payouts and ability to sell other companies products, not just Equitable proprietary insurances.

Cons

not the typical 9-5, this is a career. Don't expect a cushy base salary

avatar
Equitable Advisors Response
4y
Thank you for the feedback -- we do have a tremendous training program with training both at a local branch level, self study and a full suite of virtual training sessions. In addition, our Financial Professionals can receive credentialing through our program with Columbia University on Holistic Life Planning.
4.0
May 15, 2023

Tough start

Recommend
CEO approval
Business Outlook

Pros

Great teaching and training programs Great job and career

Cons

Absolutely self starter environment and if you don’t have substantial guidance and support from your district manager it’s hard to make it through the first years

4.0
Mar 2, 2022

Solid place

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Incredible team work and training program

Cons

Stressful, tough to start out

3.0
Oct 26, 2021

Job is okay

Recommend
CEO approval
Business Outlook

Pros

Compensation plan is very well

Cons

Not the best environment to work in. Not really a training program either you learn everything on the fly. Came into a group and they offered no benefits

2.0
Feb 14, 2022
Recommend
CEO approval
Business Outlook

Pros

Good training programs and good intentions by management overall, but..

Cons

Very bureaucratic. Trying to reach the "right person" to find information is difficult at best. Help desk is not helpful. Quotas for propriety insurance products unreasonable with little regard for suitability. Sales is a bit of a pyramid; recruit, train, build a "team".

5.0
Jun 7, 2021

Great opportunity

Recommend
CEO approval
Business Outlook

Pros

Unlimited income potential, great training and mentorship program for newer advisors

Cons

Hard work in the first couple of years as you're building your business

5.0
Oct 18, 2022
Recommend
CEO approval
Business Outlook

Pros

Training program has been enhanced since when I started. Flexibility after building your client base and impact on local communities and clients

Cons

Takes a lot of responsibility and cannot hide from no putting in the work

avatar
Equitable Advisors Response
3y
Wonderful to hear about your great experience with Equitable Advisors! Yes, our culture is one of continuous learning and professional excellence. We are always looking for ways to enhance our training program in order to provide our financial professionals with the most efficient tools and use of time. Yes, the impact we have within our communities by helping individuals, families, and businesses reach their financial goals is so rewarding. Now is the time when communities need financial awareness and guidance the most so members can have peace of mind to focus on what they do best…essentially giving back to the community.
5.0
Jan 31, 2023

Great company

Recommend
CEO approval
Business Outlook

Pros

Great culture, comfortable yet motivating work environment. Extensive training programs that help you to develop the necessary knowledge/skills to perform the job. Having the ability to create/manage your own business.

Cons

It is sink or swim

5.0
Apr 3, 2023

Review

Recommend
CEO approval
Business Outlook

Pros

Great training program to develop skill set, empowers those from within to go into leadership, amazing culture, income is limitless

Cons

Need to be self motivated

Viewing 4 - 6 of 78 Reviews

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