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Equis Financial

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Great potential to broker life insurance - Insurance Agent Equis Financial Employee Review

4.0
19 Jan 2026
Recommend
CEO approval
Business outlook

Pros

You are ultimately your own boss. Great earnings potential if you have the discipline to follow the process. Great training available

Cons

Potential for burnout if you don’t manage your own quality of life.

Explore other reviews about Equis Financial

5.0
4 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Set your own schedule, control your book of business, great leader ship

Cons

Paying for leads, lots of driving

2.0
28 Jan 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Training and onboarding was good and comprehensive.

Cons

Buying leads hoping sales will catch up can turn into a pressure cooker fast — and when you’re stressed about money, it actually makes selling harder, not easier. I didn’t fail. I made a business decision, gathered data, and realized the risk wasn’t sitting right with me.

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