Harder than you think - werkgeversreview Financial Services Representative bij Synergy Wealth Solutions

3,0
4 nov 2020
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Great mentors and very friendly environment

Minpunten

Training especially for the first year needs to be more in depth. This is not a job for someone right out of college. You’ll be required to make a list of 200 closest people you know and basically have to call all of them, read from the “script” and try to get them to take an appointment with you and then you try to pitch life insurance or investments if you’re already licensed. And if you’re not able to get referrals from your original appointments, you’re not gonna be in this job long because you go through that first list of 200 people in about a week.

Ontdek andere reviews over Synergy Wealth Solutions

5,0
16 sep 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

The entire firm is supportive with growth and education.

Minpunten

No cons to comment on

4,0
19 jul 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Great culture, people, work environment, free to do whatever you want as you run your own business

Minpunten

Few leads to help get started. If you have a small network it is tough to get your business of the ground

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