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      Equis Financial

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      Equis Financial Reviews

      3.6

      75% would recommend to a friend

      (273 total reviews)
      avatar

      Barry Clarkson

      86% approve of CEO

      76% positive business outlook

      Ratings by demographic groups

      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
      Feb 4, 2026

      Good Company

      Sales representative
      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
      Jan 28, 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
      Jan 19, 2026

      Great potential to broker life insurance

      Insurance agent
      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
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      ReviewsEquis Financial 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.