Equitable Advisors reviews about "training program"

63% positive business outlook

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78 reviews
5.0
Dec 10, 2018

Build a Planning Practice in a Team Environment

Anonymous employee
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Pros

Team planning approach, fast-paced environment, values-driven individuals, and a training program that incorporates both personal and professional development

Cons

Must adopt a business-owner and responsible mindset.

5.0
Apr 22, 2020
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Pros

Hands on training, flexible schedule, unlimited earning potential, great culture!

Cons

This is a very entrepreneurial career, you must be willing to put forth the dedication and effort it takes to be successful.

5.0
Dec 10, 2018
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Pros

Culture is great and very supportive leadership. The local leadership really promotes teamwork. The training program is very thorough combining both technical and sales concepts

Cons

Hard work the first few years but you are given all the tools to build your business.

5.0
Feb 25, 2019

Fantastic place to build a business in the financial industry

Anonymous employee
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Pros

Great training program. Multiple levels of training on a weekly basis. Management team takes time to walk everybody through the basic steps of prospecting/running a meeting/reviewing. 1-1 work with a mentor. Ability to impact many individuals & families. No limits on what you can earn plus total freedom with your schedule.

Cons

The first few years can be tough, especially with controlling your own schedule. Can be easy to take advantage of that.

5.0
Feb 25, 2019
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Pros

Control your own schedule and be treated like an intelligent adult. Work for yourself, but not by yourself. Excellent mentoring and training programs to help you build a business.

Cons

Lots to learn and you need to get licensed to work in the Financial Services Industry. It's a heavily regulated Industry, so you need to be comfortable with a lot of paperwork, disclosures, and rules of the road

5.0
Mar 17, 2019

Great Culture

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Pros

Great colleagues, Excellent Compensation, Management Cares About Employees, Extensive Training Programs, Advancement Opportunities

Cons

Challanging career. Not for everyone. For people that don't like to work hard this would not be a good fit.

4.0
Oct 23, 2018
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Pros

AXA is one of the few companies that provides a thorough ongoing training and development program for professionals looking to launch a financial practice and a solid support system for financial professionals looking to affiliate with a different carrier or B/D. The benefits are solid and the professional support (compliance, operations, advanced markets, etc.) is also a strength. Branches with a Client Relations Management (CRM) Program provide an additional layer of support for both new and experienced advisors. Proprietary products are competitive and there's a robust brokerage affiliate that vets top tier companies for a vast array of non-proprietary product offerings. The Retirement Benefits Group (RBG) which works in the K-12 market represents the #1 TSA provider in that niche. One of the greatest continual opportunities in the industry is the ongoing need to review and update Client's financial strategies to reflect changing circumstances in those Client's lives. AXA has a wide array of tools for it's team to properly facilitate those ongoing updates.

Cons

The financial industry is generally challenging: it's one of the most highly regulated industries with multiple regulatory and reporting requirements. The AXA compliance program is more rigorous than most; however, that level of scrutiny is to protect both our Clients and our Advisors. Finally, AXA US is currently in the process of spinning off from AXA Global, that transition will have some inevitable growing pains that always accompany such transitions ...including rebranding. The number Client Relationship Manager Programs at the branch level are not as ubiquitous as they once were.

5.0
Apr 15, 2020
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Pros

-Opportunity: If you look at the opportunity AXA provides, you're able to work with individuals as well as small businesses on a holistic approach. -Culture: The management team has created a culture that breads competition, but has everyone wanting their piers to succeed. -Mentorship: There are multiple mentorship opportunities, from working with people on the advisory panel to gold mentorships, to management. -Income: The first few years are challenging, but if you can get through the first year or two, the income opportunity is endless and I was able to make well over six figures in my third year. -Flexibility: You get the opportunity to work when and where you please. Which can be a blessing and a curse, but for the people that are disciplined, this is what I enjoy the most. -Training: Lengthy training program, that they couple with the mentorship program to make sure you get good classroom knowledge, as well, training with other advisors.

Cons

-First few years: The first few years are the most challenging, from studying to your third year in the business are a grind. I'd say its similar to becoming a doctor or lawyer, in that you have to work long tough hours up front, but get extremely rewarded if you stick it out. -Technology: The technology isn't the most user friendly, but they do use salesforce, linkedin, asset-map & Morningstar (financial planning tools)

5.0
Aug 8, 2019
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Pros

they have a training program and teamwork approach to building client base.. able to create business outside of the office

Cons

the salary isn't high...need to be okay with a commission job.

5.0
Aug 27, 2019
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Pros

The energy at the Jacksonville Branch of AXA Advisors is unmatched by any other environment that I have had the pleasure of working in. Positivity radiates through all of the individuals that work together striving to lift each other up and encouraging each other to be the best they can possibly be each and every day. The training program is unmatched and inspires you to embark each day on your journey to creating your own successful business/practice in an industry where the work you do every day has a tangible impact on the lives of the people you help. The work life balance is incredible as you basically have the ability to set your own schedule how you see fit. I have never felt so well set up to be successful as I do working for AXA in Jacksonville. The leadership team has the tools and the capabilities to help propel you into your career. I could never have imagined how much and how fast I would learn about the industry. All around stellar place to start your career as a Financial Professional and beyond.

Cons

You have to be willing to work really really hard to be successful. You have to WANT it and if the hunger and the drive to do this isn't in your heart, no amount of training or help from the amazing leadership team will propel you to success in the industry. You must be self disciplined with a passion for the work that we do to help people each and every day. If you have that in your heart you will excel, if you don't life will be tough for you here

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