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Equis Financial

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Good Company - Sales Representative Equis Financial Employee Review

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

Explore other reviews about Equis Financial

5.0
28 Oct 2024
Recommend
CEO approval
Business outlook

Pros

Lots of exciting and helpful Training.

Cons

Requires lots of hard work with unlimited commission.

1
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Equis Financial Response
11mo
We’re happy to hear you’re having a good experience at Equis! When it comes to building your own contact base, we highly encourage agents to take advantage of the free platform available through our partnership with Integrity—Integrity’s LeadCENTER. Inside LeadCENTER, you’ll find a wide variety of lead types, including exclusive leads available only to Equis agents, to help you consistently connect with people who are actively looking for coverage. If you’d like help navigating the platform or figuring out which leads are the best fit for your business, feel free to reach out to leads@equisfinancial.com. We’re here to help you succeed! —The Equis Financial Team
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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