Good products, not great brand recognition, mediocre training/mentoring - Financial Professional Equitable Advisors Employee Review

3.0
8 Jan 2015
Recommend
CEO approval
Business outlook

Pros

Great products and the ability to sell non-proprietary life insurance and annuities when appropriate for a client. Work-life balance is challenging, if you're starting from the beginning.

Cons

Very little monetary support; your on full commission within 3 months of starting, and you have to meet minimums to even be offered a contract. Quality of training/mentoring can vary widely; not sure they really train their sales managers at all. To really be of full-service to your clients, you need to spend money on broker/dealer access, etc.

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.

1.0
26 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Complete freedom to build your book of business anmd schedule.

Cons

Horrendous place to start. Managers run their own practice and have little to no time to actually help you outside of your joint meetings so you're on your own. They only give you 2 options to get clients, cold calling or their retirement benefits group through schools. Basically the whole advising piece is to just to sell life insurance and annuities. The support staff is thin so you're kind of on your own with paperwork and compliance docs. They just genuinely offer you nothing. No help with covering costs (you pay for all your licensing and marketing materials), they even charge you for using the company laptop and fees for programs you will never use. They will mislead you about the commission payouts and you only really get something if you get them to buy an annuity or life insurance. If you also have a remaining balance of any fees when you leave, they will literally sending you threatening letters demanding the money and threaten you with claims court if you don't pay it back.

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