WestPoint Financial

www.westpointfinancialgroup.com
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WestPoint Financial Reviews

Updated February 19, 2015
Updated February 19, 2015
15 Reviews
3.6
15 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
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Greg McRoberts
6 Ratings

Employee Reviews

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  1.  

    Good place start your practice

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Advisor in Indianapolis, IN
    Current Employee - Financial Advisor in Indianapolis, IN

    I have been working at WestPoint Financial

    Pros

    Great training and resources for newbies. You choose your career path. Lots of professional resources, training, and growth opportunity. Firm has an open door policy.

    Cons

    Industry is tough and complex.

    Advice to ManagementAdvice

    Continue to support your advisors and they all succeed.

    Recommends
    Positive Outlook
    Approves of CEO
  2.  

    A good company if you're good for them.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Services Professional in Indianapolis, IN
    Former Employee - Financial Services Professional in Indianapolis, IN

    I worked at WestPoint Financial full-time (less than a year)

    Pros

    "Blue sky potential", not your average financial group (extensive training, creative client gathering approach), involvement in the community/organizations.

    Cons

    Disregard for high failure rate of new hires, some partners are less than understanding of new advisors that are struggling

    Advice to ManagementAdvice

    If you want to gain market share by having the largest base of financial professionals, help these people in all ways to feel comfortable, not just by having an unconventional training system.

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
  3.  

    Great Culture of People Who Care About Each Other and Their Clients

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

    I worked at WestPoint Financial

    Pros

    Excellent training. I loved coming to work. Was treated with respect by colleagues. Great atmosphere.

    Cons

    Tough industry to break into. Wish it would have worked out.

  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5.  

    Horrible

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Services Professional in Indianapolis, IN
    Former Employee - Financial Services Professional in Indianapolis, IN

    I worked at WestPoint Financial full-time (less than a year)

    Pros

    Flexible hours, you are your own boss, gained sales experience

    Cons

    Full Commission, Did not receive a pay check for three months, constant cold calling unless you know enough rich people to buy insurance, very misleading company in terms of pay (was told I would receive a stipend and never did), pyramid scheme (more experienced advisors would "help" you close deals, but in return receive a large cut of the commission), went through my whole savings just to work at this place, had to pay back the company $300 for training materials (printed sheets of paper) once I had quit.

    Advice to ManagementAdvice

    Be more direct during your interview process instead of misleading newly graduated college students into joining your organization with promises of high earnings. If the job is full commission, state that the job is full commission instead of presenting some fake line chart showing "possible" earnings.

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
  6. 1 person found this helpful  

    "Great training and nice professional atmosphere"

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Services Professional in Fort Wayne, IN
    Former Employee - Financial Services Professional in Fort Wayne, IN

    I worked at WestPoint Financial full-time (more than a year)

    Pros

    I liked the professional standards and culture. The training was well balanced, ongoing, and comprehensive. There were many directions you could take with your career and the employees were appreciated. I also liked their community involvement.

    Cons

    I believe this type of position works best for those who have good business contacts and are experienced at getting referrals.

    Advice to ManagementAdvice

    Need more training on networking.

    Recommends
    No opinion of CEO
  7.  

    Good Learning Experience

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

    I worked at WestPoint Financial

    Pros

    There was a great office connection and everyone was willing to help everyone.

    Cons

    Managing partner never seemed to be able to give a straight story and lead people away from reality.

    Positive Outlook
    Approves of CEO
  8.  

    Great sales and communication experience can be gained.

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at WestPoint Financial

    Pros

    Great employees, great culture, great opportunity. Lots of great people to learn from in this organization to help you start your career. Great way to learn networking skills that carry over into any industry that you want to be a part of.

    Cons

    High turnover rate of new hires. Human resources needs to find a way to better screen candidates and make sure they are a good fit for this organization. Also need better compliance personnel, they are not very good at their job and constantly have issues with paperwork which is frustrating and hard to explain to your clients.

  9.  

    Intern Experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Representative in Indianapolis, IN
    Former Employee - Financial Representative in Indianapolis, IN

    I worked at WestPoint Financial full-time (less than a year)

    Pros

    Great support and leadership if you utilize it.

    Cons

    Only weakly stipend pay. Pay is based on strictly on commission. You are very expendable and stressed out hard the time

    Advice to ManagementAdvice

    salary should be incread to encourage workers more

    Doesn't Recommend
    Positive Outlook
    Approves of CEO
  10.  

    great opportunity but you have to pay to work there

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Financial Services Professional in Indianapolis, IN
    Current Employee - Financial Services Professional in Indianapolis, IN

    I have been working at WestPoint Financial full-time (more than 3 years)

    Pros

    you are your own boss, work when you want, if you are really well connected with decently wealthy friends this could be your dream job.

    Cons

    you go a long time without a paycheck, unless you are really well connected with many people readily willing to buy life ins, disability, etc. it takes a long time to gain a steady income. you basically pay to work there with $$ taken out for Error and Omission ins and your monthly "office bill" which together averages about $240 per month.

    Advice to ManagementAdvice

    don't hire anyone and everyone, be more selective.

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
  11.  

    Great company to work for with a great culture!

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

    I worked at WestPoint Financial full-time (more than a year)

    Pros

    My experience working at WestPoint was wonderful. The staff and management are great and truly care about everyone and make going to work everyday fun as well as listen to new ideas. It's truly a work hard, play hard environment where you are rewarded for your hard work and accomplishments.

    Cons

    No cons at this time.

    Recommends
    Positive Outlook
    Approves of CEO

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