5.0
6 Apr 2026
Current employee, more than 1 year
Dallas, TX
Recommend
CEO approval
Business outlook
Pros
In-office environment is great. Managers are personable, commission structure is amazing, and everyone in the office is outgoing/funny. Always laughter and lots of motivation to perform well.
Cons
Most clients have been called multiple times resulting in DNC requests, a bit difficult to convince small business owners to pay for a retirement plan when they don’t have money to contribute.