Financial Representative (RBG) - Financial Representative Equitable Advisors Employee Review

3.0
7 Aug 2015
Recommend
CEO approval
Business outlook

Pros

Good sales and product training. I had an excellent manager who cared about my success. I was part of the Retirement Benefits Group that targets teachers and being part of that group it was easy to get leads, because my business partner and I had access to the schools where we can do a staff talk or set up in the teachers lounge. We also got leads at the beginning of the school at new teacher orientations. Very little cold calling on my end because my manager had a good relationship with the school districts I was working at. Good way for anyone to start the business and build their book. 403(b) cases are very easy to close because teachers need it anyways. AXA is a good place to start your financial planning career especially if you are fresh out of college and do not have any high net worth people in your natural market.

Cons

Unlike other companies, AXA does not provide you with marketing materials or pay for your seminars. They also make you buy the companies laptop and get your own printer. It gets very expensive, because you do alot of driving if you are in the RBG market. Also, after 3 years if you are in your "pop" contract, you will have to start paying for your cube...yes your cube...and mine costs a little over $700 a month. Alot of other companies will not make you pay for your cube and if they do its only $50/month. You also cannot get an outside job...not even selling Mary Kay. I left AXA because I feel like even though they had good training and connections with the school district, they were not generous with their employees compare to other insurance companies. AXA also does not paid as much as some other companies.

Explore other reviews about Equitable Advisors

5.0
7 Nov 2025
Recommend
CEO approval
Business outlook

Pros

A great company to work for

Cons

Hard to get yourself started

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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