TruStage reviews

2.9

42% would recommend to a friend

(755 total reviews)
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Terrance Williams

38% approve of CEO

24% positive business outlook

TruStage has an employee rating of 2.9 out of 5 stars, based on 755 company reviews on Glassdoor which indicates that most employees have an average working experience there. The TruStage employee rating is in line with the average (within 1 standard deviation) for employers within the Insurance industry (3.6 stars).

Reviews by job title

755 reviews
4.0
Jan 5, 2010
Recommend
CEO approval
Business Outlook

Pros

Financial advisors are not captive agents and were provided with 4 good levels of financial planning software. Advisors market to credit union Members and have the marketing support of not only CUNA but also their assigned credit union. Computers, phones, printers and parking are determined by the local credit union but may be negotiated in initial employment contract.

Cons

There is an inherent mismatch between a for-profit brokerage service and service to non-profit credit unions. I know of no CU that understands the financial planning business and therefore one is often faced with irreconcilable issues i.e. serving all Members, even those with no money to invest, while trying to support oneself by tiering services and qualifying Members. Advisors are often responsible for a large number of branches (5+) so much have outstanding time management skills and use the best technology/tools to support the challenges.

4.0
Dec 7, 2009
Recommend
CEO approval
Business Outlook

Pros

CUNA Mutual prides itself on being innovative, and recognizes that change is the only constant. Most of their technologies are up-and-coming. They also were servicing credit unions exclusively but then realized that at the rate credit unions are closing, they need to branch out. They have since diversified into different non-credit union markets.

Cons

Some technologies are seriously out-dated, silo-mentality, favoritism

Viewing 748 - 750 of 755 Reviews

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