There are newer employer reviews for David Lerner Associates

 

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!

14 Other Employee Reviews for David Lerner Associates (View Most Recent)

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  1.  

    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
  2.  

    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
There are newer employer reviews for David Lerner Associates

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