David Lerner Associates

  www.davidlerner.com
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David Lerner Associates Reviews

Updated August 18, 2014
Updated August 18, 2014
12 Reviews

3.4
12 Reviews
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David Lerner
1 Rating

Employee Reviews

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  1. 1 person found this helpful  

    Great Compnay to work for. I highly reccomend

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at David Lerner Associates

    Pros

    Great Income potential with uncapped commission

    Cons

    A bit difficult to build up your book of business when new to the industry

    Advice to ManagementAdvice

    Keep up the good work. Randy Aaronson specifically is an amazing manager.

  2.  

    Would never work there again

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at David Lerner Associates

    Pros

    If you work hard, you can make decent money.

    Cons

    Hours, management, questionable product placement

  3. 1 person found this helpful  

    Hope Lerner Leaves.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Investment Counselor
    Current Employee - Investment Counselor

    I have been working at David Lerner Associates full-time for more than 3 years

    Pros

    Good people. Very nice people. Afraid to tell David to leave.

    Cons

    David can't shut his mouth. Poor little rich man. They are always picking on him. Boo hoo. Needs to leave company. He built up the company and he will tear it down.

    Advice to ManagementAdvice

    Loose Lerner.

    Recommends
    Negative Outlook
    Disapproves of CEO
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  5.  

    Sales and Marketing

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Sales Analyst  in  Syosset, NY
    Former Employee - Sales Analyst in Syosset, NY

    I worked at David Lerner Associates part-time for more than a year

    Pros

    Great family like environment, good fun people.

    Cons

    You have to work hard to succeed

    Advice to ManagementAdvice

    Keep doing what your doing!

  6.  

    Big Fan!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Senior Vice President IC  in  Princeton, NJ
    Current Employee - Senior Vice President IC in Princeton, NJ

    I have been working at David Lerner Associates full-time for more than 8 years

    Pros

    My clients are the winners! I am so happy to be a part of this company. This type of job requires hard work and time to build your business. I believe that we offer a full range of investment and insurance products. We are unique in our investment philosophy and it works! My family is very important and management does a great job of being inclusive!

    Cons

    Fails to use technology to the fullest. Antiquated Systems. I believe that management and a sampling of the sales team should drive the innovation.

    Advice to ManagementAdvice

    Keep up the great work! As happy as I am.. we can always do better. I think we should upgrade our systems internally and also give our clients the ability to opt out of paper statements.

    Recommends
    Positive Outlook
  7.  

    They care about me!!!!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee  in  Syosset, NY
    Current Employee - Anonymous Employee in Syosset, NY

    I have been working at David Lerner Associates full-time for more than 10 years

    Pros

    DLA believes in promoting from within. Contributions are recognized, and there is a team mentality. The medium size allows you to be visible and important in what you do. There is a great family feeling here.

    Cons

    The main office is not near any kind of "life". If you want after work social life, this may not be the place for you.

    Recommends
    Positive Outlook
  8.  

    Family-run firm that treats you like family.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee  in  Syosset, NY
    Current Employee - Anonymous Employee in Syosset, NY

    I have been working at David Lerner Associates full-time for more than 5 years

    Pros

    I can honestly say I've never worked with nicer people. There is a sense that you are a person first and an employee second. Perks such as the holiday party, summer BBQ, bagel Friday's etc. show appreciation. Loyal to long-time employees.

    Cons

    Regional size company lacks some of the large, national company benefits in vacation, health insurance etc. Corporate dress code means you better like wearing a tie.

    Recommends
    Positive Outlook
  9.  

    Hard work, a lot of hours, but highly rewarding

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Investment Counselor  in  Syosset, NY
    Current Employee - Investment Counselor in Syosset, NY

    I have been working at David Lerner Associates full-time for more than 5 years

    Pros

    Once you get your book of business going, the job is very rewarding both monetarily and mentally. You really get peace of mind when you help a client achieve a financial goal. Work at your own pace and set your own hours. The work environment is easy going and fun.

    Cons

    Some negative media lately makes the job tougher than it should be. To be successful, you need to be willing work a 50 hour week at least. It can be difficult to get family time on week days, especially if you have kids.

    Advice to ManagementAdvice

    Before making decisions that affect your producers, ask for their feedback first and take that in to consideration. Don't be afraid to get outside opinions and look outside of the company for talent.

    Recommends
    Positive Outlook
  10. 1 person found this helpful  

    Ok place, but hard to get started, demanding production, with limited productts to offer

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Anonymous Employee  in  Teaneck, NJ
    Former Employee - Anonymous Employee in Teaneck, NJ

    I worked at David Lerner Associates

    Pros

    decent salary to get you started while trying to build a book of business, ok training to send you out to pound the pavement

    Cons

    limited number of products to offer
    low commission payouts until you're amongst the top production levels,
    misleading statements by top management

    Advice to ManagementAdvice

    get additional products to sell, someone tell David Lerner to stop talking so much. Monday morning meetings go on too long with little or no new information to often.

    Doesn't Recommend
  11.  

    An excellent place to work

    • Comp & Benefits
    • Senior Management
    • Culture & Values
    Current Employee - Online Marketing
    Current Employee - Online Marketing

    I have been working at David Lerner Associates as a contractor for more than a year

    Pros

    The company has a real team feeling. It is family-owned and run and that feeling pervades. Last year (2011) they won an award for being the 6th best place to work in NY State. That's not too shabby!

    Cons

    I don't have any complaints

    Recommends
    Positive Outlook

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