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Equis Financial

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Equis Financial Reviews

3.6

75% would recommend to a friend

(273 total reviews)
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Barry Clarkson

86% approve of CEO

76% positive business outlook

Equis Financial has an employee rating of 3.6 out of 5 stars, based on 273 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Equis Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Insurance industry (3.6 stars).

Reviews by job title

273 reviews
5.0
4 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Set your own schedule, control your book of business, great leader ship

Cons

Paying for leads, lots of driving

2.0
28 Jan 2026

Risk assessment

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Training and onboarding was good and comprehensive.

Cons

Buying leads hoping sales will catch up can turn into a pressure cooker fast — and when you’re stressed about money, it actually makes selling harder, not easier. I didn’t fail. I made a business decision, gathered data, and realized the risk wasn’t sitting right with me.

4.0
19 Jan 2026
Recommend
CEO approval
Business outlook

Pros

You are ultimately your own boss. Great earnings potential if you have the discipline to follow the process. Great training available

Cons

Potential for burnout if you don’t manage your own quality of life.

Viewing 1 - 3 of 273 Reviews

Glassdoor has 355 Equis Financial reviews submitted anonymously by Equis Financial employees. Read employee reviews and ratings on Glassdoor to decide if Equis Financial is right for you.