There are newer employer reviews for Trilogy Financial
There are newer employer reviews for Trilogy Financial

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Helpful (3)

You have a 5 percent shot of making it, and that is being generous.

  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Former Employee - Financial Advisor in West Covina, CA
Former Employee - Financial Advisor in West Covina, CA
Doesn't Recommend
Neutral Outlook
Disapproves of CEO

I worked at Trilogy Financial full-time (More than 3 years)

Pros

Nice office, friendly staff that's about it.

Cons

Once you have all of your friends taken care of, they show you the door. You enter all of your applications and process all of your paperwork, which may not sound that bad, but takes several hours. Yuck. You pay for e and o insurance and pay to access the communal computers, they are so thrifty, some of the computers don't have ms office because they are too cheap to get it.

Advice to Management

Less of a sweat shop and more support...oh and pay your sales people Some money maybe ?

Other Employee Reviews for Trilogy Financial

  1. Great company to work for!

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Huntington Beach, CA
    Former Employee - Anonymous Employee in Huntington Beach, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Trilogy Financial full-time (Less than a year)

    Pros

    Great benefits, opportunities to grow. Everyone is very pleasant and wants to get to know one another.

    Cons

    None. Senior management is pretty good and they spend time developing employees.


  2. Helpful (2)

    Financial Services isn't for everyone!!!

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Denver, CO
    Current Employee - Financial Advisor in Denver, CO
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Trilogy Financial full-time (More than a year)

    Pros

    The Financial Services industry is a very difficult one to be in. The turnover is high as most new advisors fail due to having unrealistic expectations about what it really means to be a financial advisor. The hours are long, the highs are very high as the lows are very low and it will take you a long time to develop a successful, lucrative practice. You need to do a lot of research before you decide to enter this field but if you do, this is the best company to work for. The support you get toward staying educated and providing advice in building your business is second to none. If you work hard, listen well, stay patient and learn the practices that Trilogy has proven to work, you will succeed. However, that success WILL NOT come overnight.

    Cons

    The downsides are unique to working in the financial services business and really are no different from company to company. Anyone who tells you differently is mis-guided or mis-informed. Being and advisor is hard work, takes a long time and it doesn't come easy to anyone. It's commission based so there really is no salary to speak of so you're going to have to work hard and meet with a lot of people to make a decent income. They provide a starting salary option at first but it isn't a living wage but it is not designed to be such. It is designed to provide a minimum safety net and allow you to build your business while having something small on which to fall back. If you want to find a cushy job with a nice salary that doesn't require a lot of work, don't bother applying here. But if you want to work hard, help people and create a profitable business for yourself in the future, come talk to us! The health insurance is fine. The 401(k) doesn't have a match. A match would be nice but you're an advisor, it's your job to plan accordingly. There are ownership options upon advancement within the company but it isn't super lucrative until you've been there and been a good producer for a significant period of time.

    Advice to Management

    There are a lot of different managers that have a lot of different personalities that cater well to different types. Make sure that the new reps are paired with the right people for their personality and continue to provide a positive environment.


There are newer employer reviews for Trilogy Financial
There are newer employer reviews for Trilogy Financial

See Most Recent

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