Career Menu

116 Financial Representative Reviews

Submit a Review
Financial Representative at Branded Online
in Santa Ana, CA

Please give us a one liner to describe this review.

"I have Banking, financial and accounting experiences."

What do you like about working at Branded Online?

"The managerment is trusted me and let me have a chance to work and bring a benefit to the company."

Do you have any tips for others interviewing with this company?

"I am not sure what company are we mention. However, I have no tips at all."

What don't you like about working at Branded Online?

"The company is nice to work with. I don't have any problem or complaint about the company."

What suggestions do you have for management?

"There is nothing that I need to sugest because they are a nice peopele to work with."

Person You Work For 5 / 5 People You Work With 4 / 5 Work Setting 5 / 5
Support You Get 4 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 4 / 5 Way You Work 5 / 5
Financial Representative at Miceli Financial Partners
in San Jose, CA

Please give us a one liner to describe this review.

"Challenging, rewarding to be able to help people protect their families"

What do you like about working at Miceli Financial Partners?

"Professional, presents well and creates a desire to work for a good company"

Do you have any tips for others interviewing with this company?

"Work hard, disiplaned time management, get a mentor quickly and do joint work"

What don't you like about working at Miceli Financial Partners?

"Not enough income, long hours, constant challenge with client applications and underwriting"

What suggestions do you have for management?

"look for creative ways to hang on to good people at all levels"

Person You Work For 5 / 5 People You Work With 4 / 5 Work Setting 4 / 5
Support You Get 5 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 3 / 5 Way You Work 4 / 5
Financial Representative at New York Life
in Los Angeles, CA

What do you like about working at New York Life?

"The feeling of doing great for your clients, helping business owners with managing their financial needs."

Do you have any tips for others interviewing with this company?

"Be yourself, compensation will be commission based. Be honest and caring with your clients."

What don't you like about working at New York Life?

"Prospecting, the constant search for names and prospects to serve."

What suggestions do you have for management?

"Continue developing additional programs to help with prospecting. Continue demanding the best effort."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Representative at Health Quest
in Kingston, NY

What do you like about working at Health Quest?

"Liked interviewing patients, greeting them, helping them, meetings were fun and I liked interacting with co-workers"

Do you have any tips for others interviewing with this company?

"Look elsewhere for work...very disorganized company, no matter what department"

What don't you like about working at Health Quest?

"My co-workers were depressed, picked on me, spied on me, petty, selfish and cliquey"

What suggestions do you have for management?

"train people at their own pace and not make them do more than they could handle"

Person You Work For 2 / 5 People You Work With 1 / 5 Work Setting 1 / 5
Support You Get 3 / 5 Rewards You Receive 3 / 5 Growth Opportunities 1 / 5
Company Culture 2 / 5 Way You Work 1 / 5
Financial Representative at New York Life
in New York City, NY

Please give us a one liner to describe this review.

"A strong focus on the customer and a proven track record of professionalism."

What do you like about working at New York Life?

"The company strength and history. I also like that I can provide my clients with financial security through insurance and other products."

Do you have any tips for others interviewing with this company?

"Determination and perseverance are essential characteristics to have when entering into this field."

What don't you like about working at New York Life?

"The internal communication structure within the company surrounding financial representatives and clients."

What suggestions do you have for management?

"Clear communication is the building blocks of stability within any organization."

Person You Work For 5 / 5 People You Work With 4 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Representative at Springleaf Financial
in Myrtle Beach, SC

Please give us a one liner to describe this review.

"So-so"

What do you like about working at Springleaf Financial?

"The amount of experience I am gaining for future advancement elsewhere."

Do you have any tips for others interviewing with this company?

"Company seems to be quietly going under. Plan on gaining experience not a career out of this company."

What don't you like about working at Springleaf Financial?

"The training is horrendous at best. How this company stays afloat with such a lack of proper training is beyond me; uneducated employees turn into uneducated managers."

What suggestions do you have for management?

"Get some fresh blood running through the company. Too many stagnate employees incapable of running a branch left in the management trainee gray zone. If they can't pass the exams then they should be let go. If they are unable to run a branch then let them go. Too many chiefs; not enough indians."

Person You Work For 3 / 5 People You Work With 2 / 5 Work Setting 3 / 5
Support You Get 1 / 5 Rewards You Receive 4 / 5 Growth Opportunities 2 / 5
Company Culture 2 / 5 Way You Work 2 / 5
Financial Representative at Springleaf Financial
in Kalamazoo, MI

Please give us a one liner to describe this review.

"Generated loans and made called to new/exisiting clients for other opportunities"

What do you like about working at Springleaf Financial?

"I liked the challenging environment and the experience I gained from this position"

Do you have any tips for others interviewing with this company?

"The company is a sub-prime lender for AIG, it is a great position to gain proper experience"

What don't you like about working at Springleaf Financial?

"I didn't like the lack of advancement opportunity to employees"

What suggestions do you have for management?

"The management were trained well and taught me much about the position while I was there."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 4 / 5 Rewards You Receive 3 / 5 Growth Opportunities 3 / 5
Company Culture 4 / 5 Way You Work 5 / 5
Financial Representative at Northwestern Mutual
in Irvine, CA

Please give us a one liner to describe this review.

"I gained exceptional consultative sales experience."

What do you like about working at Northwestern Mutual?

"I enjoyed the people I worked with, and the challenge of closing deals."

Do you have any tips for others interviewing with this company?

"Its a great company, the people are awesome, and I would recommend anyone to work there."

What don't you like about working at Northwestern Mutual?

"The company didn't do anything to generate leads for us."

What suggestions do you have for management?

"Maybe more advertising, and getting their name out there like some of the other insurance/investment firms."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 5 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Representative at New England Financial
in Northbrook, IL

What do you like about working at New England Financial?

"nothing I need a change I'd love to get back into the food industry"

What don't you like about working at New England Financial?

"everything the company only cares about profit and is at times unethical in my opinion"

What suggestions do you have for management?

"change is good people should come first if you treat people right the profit will come"

Person You Work For 2 / 5 People You Work With 2 / 5 Work Setting 2 / 5
Support You Get 1 / 5 Rewards You Receive 2 / 5 Growth Opportunities 2 / 5
Company Culture 2 / 5 Way You Work 2 / 5
Financial Representative at Ironstone Bank
in Scottsdale, AZ

Please give us a one liner to describe this review.

"This was not a good place to work at all"

What do you like about working at Ironstone Bank?

"Helping customer with there financial issues so that there is less worring about them on there end"

Do you have any tips for others interviewing with this company?

"Find a differnt place to work not a good place to work at all"

What don't you like about working at Ironstone Bank?

"They lied when I was hired and there just really wasn't any support"

What suggestions do you have for management?

"Act like a manager is basically the only thing I can say"

Person You Work For 2 / 5 People You Work With 2 / 5 Work Setting 3 / 5
Support You Get 1 / 5 Rewards You Receive 2 / 5 Growth Opportunities 1 / 5
Company Culture 2 / 5 Way You Work 3 / 5
Financial Representative at Northwestern Mutual
in Walnut Creek, CA

What do you like about working at Northwestern Mutual?

"It is an unlimited fountain of resources. Being represented by a fully strong institution from both a AAA financial and client service standpoint."

Do you have any tips for others interviewing with this company?

"Have some kind of business ownership exposure. It is a hard transition from those who have never been a 1099 employee. Don't be naive to the point you shut others out who are trying to give you advice."

What don't you like about working at Northwestern Mutual?

"It sometimes felt as if there was more of an emphasis on sales than guidance."

What suggestions do you have for management?

"Working in a fast paced environment is understandable, but slowing down to take the time to listen to newer employees would be beneficial to both parties."

Person You Work For 4 / 5 People You Work With 4 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 3 / 5
Company Culture 5 / 5 Way You Work 4 / 5
Financial Representative at Northwestern Mutual
in White Plains, NY

Please give us a one liner to describe this review.

"Non-stimulative work with zero growth opportunity."

What do you like about working at Northwestern Mutual?

"Independence with in my job position that allowed me to flourish if given supported."

Do you have any tips for others interviewing with this company?

"Be prepared, do your research on the company history as it would be tested"

What don't you like about working at Northwestern Mutual?

"Zero growth inside of the company with lack of support in various roles."

What suggestions do you have for management?

"Give support when needed to hard working employees so they can flourish"

Person You Work For 3 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 2 / 5 Rewards You Receive 2 / 5 Growth Opportunities 3 / 5
Company Culture 2 / 5 Way You Work 5 / 5
Financial Representative at Allergan
in Irvine, CA

Please give us a one liner to describe this review.

"It was just awesome."

What do you like about working at Allergan?

"It was a pleasure working for a company like Allergan. Where the company culture was great and people were very helpful. My managers were the best of all. I loved working for them. I was their top financial rep."

Do you have any tips for others interviewing with this company?

"Its a great company to work for where you have no limits to grow."

What don't you like about working at Allergan?

"There is nothing that I can say that I did not like about the company."

What suggestions do you have for management?

"To maintain the good company culture and remain being so nice at all times."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 4 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Representative at Superior Wash
in Yorba Linda, CA

Please give us a one liner to describe this review.

"My experience at Superior Wash was very good."

What do you like about working at Superior Wash?

"Working as a team and being able to give a first class customer service to your clients is what I enjoyed about the company."

Do you have any tips for others interviewing with this company?

"Its a great company to work for the people all over the nation working here are very helpful. please do not hesitate to ask for help if you need to."

What don't you like about working at Superior Wash?

"what I did not like was to see the company going out of business..."

What suggestions do you have for management?

"To open up more franchises in California and to be more competetive in pricing, especially in today's market."

Person You Work For 5 / 5 People You Work With 5 / 5 Work Setting 5 / 5
Support You Get 5 / 5 Rewards You Receive 5 / 5 Growth Opportunities 4 / 5
Company Culture 5 / 5 Way You Work 5 / 5
Financial Representative at Northwestern Mutual
in Newport Beach, CA
Person You Work For 4.2 / 5 People You Work With 4.6 / 5 Work Setting 4 / 5
Support You Get 3.1 / 5 Rewards You Receive 4 / 5 Growth Opportunities 2.1 / 5
Company Culture 2.3 / 5 Way You Work 3.1 / 5
Advertisement
Jobs You Might Like
You can cancel email alerts at any time.
Got it! Your job alert was created
Advertisement
We noticed that your web browser is outdated!

Update your browser to have a more positive job search experience.

Upgrade My Browser

×