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      Equis Financial

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      Equis Financial reviews

      Amazing company - Insurance Agent Equis Financial Employee Review

      5.0
      23 Sept 2024
      Insurance agent
      Recommend
      CEO approval
      Business outlook

      Pros

      You don’t HAVE to hire or sell to friends and sanity to make a monthly quote. Unlike all of these other nasty reviews the company is wonderful. I work for myself and only myself.

      Cons

      I didn’t start this earlier.

      avatar
      Equis Financial Response
      1y
      Thanks for sharing your experience! We’re happy to hear you appreciate the freedom to work for yourself and build your business on your terms. That’s exactly what we aim to provide—flexibility and the right tools to help our agents succeed! —The Equis Financial Team

      Explore other reviews about Equis Financial

      5.0
      4 Feb 2026
      Sales representative
      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

      1
      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.

      1
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