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Trilogy Financial

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Very dissatisfied with job - Financial Executive Trilogy Financial Employee Review

1.0
6 Oct 2014
Recommend
CEO approval
Business outlook

Pros

They pay for licensing and training. It's very informative especially if you have an interest in investments. The offices and people are nice.

Cons

It's essentially a sales job, and they won't tell you that in the beginning. They'll tell you you're not selling anything, but you ultimately are. Trilogy expects you to book 5-8 client meetings a week from only your personal contacts and referrals, which was difficult for me because more than half of my contacts live out of state. They also require you to then generate gross sales of $2000 for the first month, $4000 for the second, and $6000 every month after, all from your referrals and contacts. What make matters worse is that if you choose to start with a base salary plus 10% commission and are not able to meet your quota in the first three months, your compensation gets converted to 20% commission only, thus shrinking your income. Also, the very high E&O rates come out of your pocket if you don't make enough commissions to cover it every month. Trilogy doesn't tell you this until you receive the employment contract, which is inconsistent with the offer of employment initially given before the licensing and training starts. I left within a week of working at Trilogy.

Explore other reviews about Trilogy Financial

5.0
19 Mar 2026
Recommend
CEO approval
Business outlook

Pros

The training is really great and so are the people. I like that I get to do interesting work and the company culture is very positive and encouraging. I definitely see tremendous growth potential here.

Cons

There's none that I can think of at this time.

5.0
29 May 2025
Recommend
CEO approval
Business outlook

Pros

Motivating atmosphere with wonderful coworkers

Cons

Great company — zero complaints here.

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