WestPoint Financial
3.6 of 5 10 reviews
www.westpointfinancialgroup.com Indianapolis, IN 50 to 149 Employees

WestPoint Financial Reviews

Updated Apr 3, 2014

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3.6 10 reviews

                             

75% Approve of the CEO

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Greg McRoberts

(4 ratings)

43% of employees recommend this company to a friend
10 Employee Reviews
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  • Culture & Values
         
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  • Senior Management
         
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  • Approves of CEO

 

Good Learning Experience

Anonymous Employee (Former Employee)

I worked at WestPoint Financial

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

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

– I'm optimistic about the outlook for this company

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Great sales and communication experience can be gained.

Anonymous Employee (Current Employee)

I have been working at WestPoint Financial

ProsGreat 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.

ConsHigh 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.

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  • Approves of CEO

 

Intern Experience

Financial Representative (Former Employee)
Indianapolis, IN

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

ProsGreat support and leadership if you utilize it.

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

Advice to Senior Managementsalary should be incread to encourage workers more

No, I would not recommend this company to a friend – I'm optimistic about the outlook for this company

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great opportunity but you have to pay to work there

Financial Services Professional (Current Employee)
Indianapolis, IN

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

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

Consyou 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 Senior Managementdon't hire anyone and everyone, be more selective.

No, I would not recommend this company to a friend

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Great company to work for with a great culture!

Anonymous Employee (Former Employee)
Indianapolis, IN

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

ProsMy 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.

ConsNo cons at this time.

Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

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great work life balance with unlimited earning potential

Advisor (Current Employee)
Indianapolis, IN

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

Prosmake your own hours
you get what you put into it
unlimited resources
some very nice supportive people
great culture as long as you are a guy
great training and education offered

Cons100 percent commission
extremely competitive
females are not always treated equally and are not given the same opportunities as male advisors

Advice to Senior Managementsome of the older advisors and managers needs to stop acting like sexist pigs

No, I would not recommend this company to a friend

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Financial Representative

Financial Representative (Current Employee)
Fort Wayne, IN

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

Prosit ws great to create your own schedule, sky is the limit as long as your activity is high, great individuals to work with. Can be a great way of living if you are successful at it.

Cons100% commission was the biggest issue when starting off, once you get passed that it seems to be much easier. I can't really complain about anything else.

Advice to Senior Managementgood leadership

Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

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Not what it's cracked up to be

Financial Services Professional (Current Employee)
Indianapolis, IN

I have been working at WestPoint Financial

ProsOpportunities to learn more about the financial services industry, financial planning, products etc. Very flexible work schedule, relaxed office environment.

ConsThis company is a MassMutual office - be sure to read the reviews of MassMutual before accepting an offer. I accepted the offer under the assumption that I would be a financial advisor but all they want you to do is sell life insurance to your friends and family. If you know a lot of rich people who need a lot of insurance, you will do well. If not, good luck. The "financing plan" they pitch to you sounds like you will get a salary/base pay w/ commissions on top of that but you do not. I was also told I would get marketing/advertising support and did not. They basically bring on as many people as they can, some with no professional/educational background in financial services and see who lasts. Benefits, especially the health insurance, are not very good.

Advice to Senior ManagementBe more transparent in your hiring process. Offer a little bit of a base pay. Don't hire just anybody.

No, I would not recommend this company to a friend

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A valuable experience

Anonymous Employee (Current Employee)
Peoria, IL

I have been working at WestPoint Financial

ProsThe people at WestPoint were amazing, everyone was very helpful and everyone was able to help with any problems that came up.

ConsThe sales side of WestPoint is a little pushy for me. I felt like I was pressuring the people close to me to buy insurance.

Advice to Senior ManagementThe leadership at WestPoint is the best part of the company. Everyone is willing to help even if it won't benefit them directly.

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One, if not THE, best places to work in the Financial Services Industry

Anonymous Employee (Current Employee)
Indianapolis, IN

I have been working at WestPoint Financial

ProsPerks, People, Atmosphere, KNOWLEDGE, TRAINING, Management, Communication,

ConsCommission, Pay-Structure, Lead Generating, Salary

Advice to Senior ManagementNone

Yes, I would recommend this company to a friend

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Glassdoor is your free inside look at WestPoint Financial reviews and ratings — including employee satisfaction and approval rating for WestPoint Financial CEO Greg McRoberts. All 10 reviews posted anonymously by WestPoint Financial employees.