SagePoint Financial

www.sagepointfinancial.com
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SagePoint Financial Reviews

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1.9
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Jeffrey M. Auld
2 Ratings

9 Employee Reviews

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  1. Helpful (1)

    Old School Brokerage Firm

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Broker in Richmond, VA
    Former Employee - Broker in Richmond, VA

    I worked at SagePoint Financial

    Pros

    Fast paced and challenging job if that's what you are looking for, and the potential to make a lot of money if you can develop sales skills. Established brokers are pretty much free to do what they want as long as quotas are being met.

    Cons

    Work/Life balance sucks when you start as the job is 100% commission and new people are pushed very hard so there is almost no free time and incredibly long hours.

    Advice to Management

    Office is a bit stuck in the past and needs to adapt to modern technology a bit more.


  2. Financial Advisor

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Advisor
    Former Employee - Financial Advisor

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

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Most of the employees were friendly

    Cons

    Misled employees and not invested in them. 11 hours of cold calls and you find your own directories


  3. Helpful (1)

    Mislead before started work- be careful

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at SagePoint Financial

    Doesn't Recommend
    Doesn't Recommend

    Pros

    -The people I worked with were mostly friendly and encouraging

    Cons

    As an "investment adviser" you; -Have to find numbers of people at their place of businesses yourself -Work 60+ hours a week on commission (you aren't getting paid for at least the first two months) -No knowledge of mutual funds you are selling. You are supposed to be very pushy without even knowing about the funds. -I was mislead about the job details before I started working there. I thought I would be mentored by a senior adviser, but instead I was immediately put on the phone and expected to make cold calls all day.

    Advice to Management

    Well... their management style suits them. High turnover to generate leads...


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  5. Mislead, used as an expendable lead generator and little else.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Advisor in Pittsburgh, PA
    Former Employee - Financial Advisor in Pittsburgh, PA

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

    Pros

    Occasionally decent camaraderie, generally built through a common feeling of discouragement.

    Cons

    Immediately expected to make over 200 cold calls/day. Everyone in group is expected to source own leads, leading to great overlap. Management gives little to no information on actual Mutual Funds you're selling instead telling you to "focus on the script". High turnover is expected and instead of working towards developing you they start training the next group who will replace you while you're still there. Once a coworker leaves management takes all promising leads and splits amongst eachother, essentially having used you as a lead generator over a few months so they can cherry pick.


  6. Helpful (1)

    Financial Analyst Intern

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Financial Analyst in La Jolla, CA
    Former Intern - Financial Analyst in La Jolla, CA

    I worked at SagePoint Financial as an intern (Less than a year)

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Small Office, Interaction with upper management. Lots of opportunities to network with powerful clients.

    Cons

    Not much room to move up. But management will offer advice on how to be a self started.

    Advice to Management

    Help employees advance in their careers


  7. Helpful (3)

    Long-time Employee at SagePoint Financial is Looking for Greener Pastures

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

    I have been working at SagePoint Financial full-time (More than 5 years)

    Doesn't Recommend
    Neutral Outlook
    Approves of CEO
    Doesn't Recommend
    Neutral Outlook
    Approves of CEO

    Pros

    Great PTO/vacation time (24 days for new employees). Flexible hours. Central Phoenix location.

    Cons

    Reorganization has left most employees overworked with less upward mobility. A big company with highly defined jobs give you the feeling that you are working on an assembly line with little variety, no outlet for creativity, and feeling very under-utilized mentally. No pay raises company- wide for past two years has left many employees demotivated. The combination of these things has lead to dissatisfaction. High turnover increases the workload for those remaining and further burdens and demotivates. The good points are that vacation time (PTO) is generous and many managers offer flextime and working from home occasionally. Still, I've been here for years, 'cause I hate job-hunting. Further, it irks me that newly hired employees now get almost the same number of PTO days, with the company's new plan, after I worked many years to achieve the number of days I have, which is only a few days more.

    Advice to Management

    Acknowledge and reward a job well-done.


  8. Helpful (2)

    If I could give zero stars, I would

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Project Manager in Phoenix, AZ
    Former Contractor - Project Manager in Phoenix, AZ

    I worked at SagePoint Financial as a contractor (Less than a year)

    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    Pros

    Potential to do great things, but management always gets in the way

    Cons

    Worst company culture I've ever experienced. Management through threats is no way to manage. Deadlines are set without input from teams - those dates are how bonuses are paid to management, so working we drones to death means nothing to them - as long as we make our dates. DO NOT work here!

    Advice to Management

    "A fish stinks from the head."


  9. Salaries

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at SagePoint Financial

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Great people to work with. Most senior people very knowledgeable. This company has three other sister BDs, all under the umbrella of AIG.

    Cons

    Very corporate and structured working environment. however, again, great people to work with. Most senior people very knowledgeable. This company has three other sister BDs, all under the umbrella of AIG.


  10. Helpful (1)

    Interesting

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at SagePoint Financial

    No opinion of CEO
    No opinion of CEO

    Pros

    solid benefits, most employees treated the same

    Cons

    there is a lack of upward mobility



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