Good Sales Training / Poor Sales Leads - Financial Representative Equitable Advisors Employee Review

3.0
25 Feb 2014
Recommend
CEO approval
Business outlook

Pros

If you already have a network of people who you can target for financial services, there is the potential for significant income. Allows you to use products outside of AXA, but it is not encouraged. Good sales training.

Cons

Potential clients aren't familiar with AXA. Expect to be on the phone making a lot of cold calls if you don't have a lead network in place. This would be fine, except that you have to pay for/produce the leads yourself. For younger individuals, it focuses more on annuities then on managed money to accumulate wealth, which is more expensive for the client.

Explore other reviews about Equitable Advisors

5.0
2 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Compensation structure, product availability, brokerage system, overall tools, open structure to do best for your clients

Cons

Support staff are more hands off, not a lot of in house support staff members.

2.0
24 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Accessible stepping stone into the industry. Flexibility

Cons

Little transparency for employees, high pressure annuities and insurance sales with little real education or support on product or sales practice knowledge. Expect long hours while you learn to do recordkeeping and support work on your own while trying to meet goals that make sense for someone with a few years of prior experience, staff to help with paperwork and recordkeeping, and a decent lead funnel. You may not get any of these depending on branch and territory but you will still have a performance goal to keep your base pay and benefits that feels absurd to the new entrants they primarily target for recruitment.

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