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WestPoint Financial

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WestPoint Financial Reviews

3.3

52% would recommend to a friend

(80 total reviews)

Greg McRoberts

81% approve of CEO

59% positive business outlook

WestPoint Financial has an employee rating of 3.3 out of 5 stars, based on 80 company reviews on Glassdoor which indicates that most employees have a good working experience there. The WestPoint Financial employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

Reviews by job title

80 reviews
1.0
Apr 5, 2026
Recommend
CEO approval
Business outlook

Pros

The coworkers are generally nice people also trying to survive

Cons

Don’t be fooled by the professional office and the nice suits. This is a churn-and-burn insurance agency masquerading as a financial planning firm. They recruit aggressively because the turnover is massive. They rely on "new blood" to sell policies to their immediate social circles; once that well runs dry and the new hire realizes they aren’t making a living wage, they quit, and the senior partners keep the commissions.

5.0
Mar 26, 2026

Great culture

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Everyone is welcoming and easy to work with.

Cons

None that I can think of

1.0
Mar 20, 2026
Recommend
CEO approval
Business outlook

Pros

The office space is genuinely impressive—beautiful location in Madison with great views overlooking the Middleton area, which made coming to work more pleasant on a daily basis. The front desk receptionist was exceptionally friendly and helpful, which created a positive first impression and helped brighten the overall atmosphere.

Cons

This role felt like Northwestern Mutual repackaged with a different brand/label. The training program and many of the staff (including leadership) consisted heavily of former Northwestern Mutual employees, and the structure mirrored their model closely. You're told you're an independent "business owner," but in practice, you're treated more like an employee with heavy oversight, required activities, and pressure to meet certain metrics. There was strong emphasis on prospecting friends, family, and personal networks for leads/clients. If you resisted or didn't comply, the environment became noticeably colder—people were shunned or treated differently, which created a high-pressure, exclusionary culture. The business model appeared more focused on leveraging new hires' personal contacts (to generate joint work or client acquisitions) than on genuinely helping representatives build sustainable, independent practices. Many in the program struggled or left quickly.

Viewing 1 - 3 of 80 Reviews

Glassdoor has 96 WestPoint Financial reviews submitted anonymously by WestPoint Financial employees. Read employee reviews and ratings on Glassdoor to decide if WestPoint Financial is right for you.