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Investment Professionals

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Sales Assistant - Sales Assistant Investment Professionals Employee Review

2.0
17 May 2018
Recommend
CEO approval
Business outlook

Pros

I worked at a location outside of the Home Office in San Antonio, so I’m afraid there aren’t many Pros for me to name because employees outside of San Antonio are mostly ignored.

Cons

Job expectations go WAY BEYOND normal Sales Assistant responsibilities. “Home Office” is located in San Antonio so unless you work there, you are disregarded by HR and important dates (i.e. your annual review and potential raises, any and all recognition for a job well done will NEVER happen when working outside the Home Office, Training Training and Job Support are nonexistent for those not at Home Office either). I WENT YEARS WITHOUT A RAISE, EVEN THOUGH MY WORK PERFORMANCE WAS DEEMED “EXCELLENT” AND WORTHY OF ONE.

Explore other reviews about Investment Professionals

5.0
17 Feb 2022
Recommend
CEO approval
Business outlook

Pros

smaller company, travel, decent pay

Cons

Travel, frustration between departments, long hours

5.0
4 Nov 2015
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

As an adviser, you can see how Management listened to the reps in the field to make their job easier! the new Technology Package, Products, National Conference venue, Satisfaction Surveys, Training, ease of On Boarding and Conversions have all been greatly improved to help the adviser transition to IPI. The most important aspect of IPI is their "family" "Good-To-Great" mentality and values. You are not a number or just another producing rep., and now they have a new business model that has Regional Directors in the field. You get much more direction, coaching and reporting for the banks and advisers than before. THEY LISTEN AND CHANGE for the better based upon our feedback!

Cons

Small firm but sound financially and professionally. Wouldn't think about going to a large broker/dealer.

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