Strategic Financial Solutions Reviews | Glassdoor.co.uk

Strategic Financial Solutions Reviews

Updated 7 July 2018
177 reviews

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4.0
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Ryan Sasson
135 Ratings

177 Employee Reviews

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Pros
  • "I enjoy the competitive work environment" (in 20 reviews)

  • "Also -- if you'd like to make a lot of money fast, this is the job for you" (in 7 reviews)

Cons
  • "Can be a challenging work/life balance, but great co-workers and office get togethers help immensely" (in 9 reviews)

  • "Long hours, but that’s to be expected in sales (I personally am fine with it)" (in 16 reviews)

More Pros and Cons

  1. "Financial Consultant"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Strategic Financial Solutions full-time

    Pros

    Training, Earning Potential, Free Lunches, Cool Events

    Cons

    Long Hours, Lost Leads, College Environment

    Advice to Management

    Nothing. I think the company was great. Just tough to juggle for me with a family at home.


  2. "good company"

    StarStarStarStarStar
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Strategic Financial Solutions full-time

    Pros

    good and fun place to work

    Cons

    nothing negative to say at this point

  3. "Financial Sales Consultant"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Representative in New York, NY (US)
    Current Employee - Financial Representative in New York, NY (US)
    Recommends
    Approves of CEO

    I have been working at Strategic Financial Solutions full-time (Less than a year)

    Pros

    This place is what you make of it. I say that because it surely is not for everyone, but if you are the type of person that loves a fast paced work environment and have the hunger to succeed the sky is the limit. Fantastic management and a very personalized approach to each of us, never had a question that was not fully answered or a problem that was not fully cleared up. The learning curve is steep but they give you every single tool and asset to succeed. If you want to learn, grow, meet awesome people, love your job, and make money doing it this is the place for you. Long hours but they fly by and there is ample time for breaks each day. Never a dull moment at strategic!

    Cons

    Hours - not for everybody

    Advice to Management

    Keep doing what you're doing


  4. Helpful (1)

    "Opportunitiy"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Strategic Financial Solutions full-time

    Pros

    Large earning potential, career advancement and formal sales training. Great environment to work.

    Cons

    Recent PTO increases for sales has helped but the hours can still be long some days.

    Strategic Financial Solutions Response

    18 Jun 2018 – CEO

    Thanks for the great review.


  5. Helpful (3)

    "Great corporate culture"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Strategic Financial Solutions full-time

    Pros

    Strong management team, Culture, Innovation, Teamwork

    Cons

    Benefits should be better to attract the right canidate

    Strategic Financial Solutions Response

    18 Jun 2018 – CEO

    Thanks for the review. I am happy you are enjoying the culture and team. Strategic is only successful because of the people that have worked so hard for our clients and the company. If you didn't... More


  6. Helpful (1)

    "Great sales training"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Consultant in New York, NY (US)
    Current Employee - Financial Consultant in New York, NY (US)
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Strategic Financial Solutions full-time (Less than a year)

    Pros

    Clear goals and direction
    Extensive training on sales skills
    Software and call tools to help you sell more effectively
    Feedback about selling from quality control helps guide me

    Cons

    Can only work 40 hours per week, would like to work more so I can sell more
    Competition is tough on the floor

    Advice to Management

    Keep improving the training

    Strategic Financial Solutions Response

    18 Jun 2018 – CEO

    Thanks for the feedback. I am happy you feel training was great and we will take the advice and continue to improve it so that new reps are successful.


  7. Helpful (2)

    "Anom"

    StarStarStarStarStar
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    Pros

    The only perk is that they get you drunk when they hire you then to take advantage of you

    Cons

    Horrible manger and holiday and sick Time availability

    Advice to Management

    Be nice to people karma always comes back around

    Strategic Financial Solutions Response

    18 Jun 2018 – CEO

    We believe that 10 days PTO with an additional one that accrues for every year of tenure plus 7 paid holidays is a good benefit. Ultimately, I am sorry that Strategic was not the right fit for you... More

  8. Helpful (2)

    "Happiest I've ever been"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Business Relationship Manager in Buffalo, NY (US)
    Current Employee - Business Relationship Manager in Buffalo, NY (US)
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Strategic Financial Solutions full-time (Less than a year)

    Pros

    The culture is incredible at Strategic. You don't just feel like another number, everyone looks out for each other and have fun. I've never worked for a company that felt more like a family and more like it's actually going somewhere and wanting to bring its people with it. Strategic promotes within and looks out for its own.

    Cons

    Some room for process improvement, but, they're in the works, so, not too much bad there.

    Strategic Financial Solutions Response

    21 May 2018 – CEO

    Thanks for the great review. We are in agreement that there is room for some processes to be improved and this is something we have been focusing on. We believe that there is always room for... More


  9. Helpful (1)

    "Representative"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Strategic Financial Solutions full-time

    Pros

    Everyone has a fair chance of growing within the company. You just have to want and work for it, amazing coworkers, friendly family like staff, raises my spirits up throughout the day when im feeling low. Good benefits and compensation and bonus opportunities

    Cons

    Like any other job it has it down but you always turn something negative into a positive and SPEAK.

    Advice to Management

    Keep up the great work.

    Strategic Financial Solutions Response

    30 May 2018 – CEO

    Thank you for the review and you are 100% right about being able to speak up and let us know what we can be doing better. Never hesitate to come to your manager, HR or work chat me if you think there... More


  10. Helpful (1)

    "Sales"

    StarStarStarStarStar
    Current Employee - Sales in New York, NY (US)
    Current Employee - Sales in New York, NY (US)
    Approves of CEO

    I have been working at Strategic Financial Solutions (Less than a year)

    Pros

    Good environment, great management, one of a kind culture.

    Cons

    Work and life balance.

    Strategic Financial Solutions Response

    29 May 2018 – CEO

    Thanks for the review!


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