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Reviews — 8
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Absolute scam. Try to be nice and politely decline and then they get an attitude and hang up on you. Stay away.
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Worst company ever. They are extremely unprofessional and rude when being interviewed. I have never had an interview experience so bad. Avoid at all cost
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They have outdated custumer service. They correspond through USPS mail and it take a week to find out whether you made a simple mistake on a withdrawal application from a 403b. When you "chat" with an someone it is a horrible experience. Think before you use them. I have another account with a different company that is so much easier to deal with.
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By far one of the most unprofessional companies I've ever interviewed for. Not only was a lack of communication and description of the job position, but also a reluctance to answer any questions related to the company and role.
For example, during the interview I was informed of a training period but no mention of the duration of said training. I followed-up by asking, "how long will the training period be?" The response was, "we're not getting into that."
I was then asked what appeared to be a hypothetical question regarding three tiers of compensation: (1) base salary of $70k with zero bonus eligibility, (2) commission-based salary, (3) hybrid of #1 and #2. The question was "which of the 3 options would you prefer?" I decided to go with #3. In response, I was told that I was not fit for the position because "it is a dog eat dog world and you don't seem to have a killer instinct."
For those looking for a Financial Planning or Financial Analyst position, save yourself the time and don't apply here.
For example, during the interview I was informed of a training period but no mention of the duration of said training. I followed-up by asking, "how long will the training period be?" The response was, "we're not getting into that."
I was then asked what appeared to be a hypothetical question regarding three tiers of compensation: (1) base salary of $70k with zero bonus eligibility, (2) commission-based salary, (3) hybrid of #1 and #2. The question was "which of the 3 options would you prefer?" I decided to go with #3. In response, I was told that I was not fit for the position because "it is a dog eat dog world and you don't seem to have a killer instinct."
For those looking for a Financial Planning or Financial Analyst position, save yourself the time and don't apply here.
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Signed up for insurance with this company over a decade ago. Submissions of updated information never updates and Gregg Gunzberg, the rep who sold me the policy, refuses to be of any help once he did an initial call to the office and realized that it’s impossible to get anything accomplished. Both he and communication to the CEO results in no responses.
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Equitable advisor is an awful spam organization. They claim to have received my phone number through a purchased list and then called me on 3 different occasions. Each time I requested my number to be removed from their call list, yet I continued to receive calls. I would never use a financial advisor that follows these practices.
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I received an unsolicited call from this company offering financial advisor services. The ruse was designed to make me think I already had dealings with this agent and company. If they are this unscrupulous in initial contact, how could I ever trust them to give me real advice that would actually be beneficial to me? I got a very phishy vibe from this company.