Former Employee3.4Oct 24, 2023Pretty good experience but very focused on customer outcomes and service vs just sales. Scorecard changes every year which can be hard to track against. Paid on growth not on size or qdcountw
Pretty good experience but very focused on customer outcomes and service vs just sales. Scorecard changes every year which can be hard to track against. Paid on growth not on size or qdcountw
Current Employee5.0Apr 14, 2025Great!!! Cannot complain. Awesome team, awesome people, and great innovative technology.
Former Employee3.4Jul 5, 2024Overall leadership was supportive in a start-up LOB. But they were disconnected from how the advisors should be compensated and expected the advisors to take ownership of their book of business without any sort of incentive or ongoing commission.
Overall leadership was supportive in a start-up LOB. But they were disconnected from how the advisors should be compensated and expected the advisors to take ownership of their book of business without any sort of incentive or ongoing commission.
