4.0
Apr 28, 2023
Former employee, more than 3 years
Phoenix, AZ
Recommend
CEO approval
Business outlook
Pros
Great leadership, comprehensive sales training, great team.
Cons
Sales heavily relied on the financial markets. Over saturation of Client Discovery Team made lead flow difficult. Advancement is one way track to becoming financial advisor. Vaccine mandate & forcing of employees to come back into office created off balance culture.