uFinancial Reviews

Updated February 20, 2015
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2 Employee Reviews

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  1. Helpful (1)

    The people make it a great company.

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

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

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    People who work here make this company great. Employees are knowledgeable and are always willing to help. Agents are genuine and honest.

    Cons

    Turnover, although it is typical in the insurance industry. Communication from management can be lacking. Official (management) company culture is nonexistent. But employee culture is good.

    Advice to Management

    Value your good employees and agents. Recognize all they do to make you successful.


  2. Helpful (1)

    I had a very postive intern experience

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Anonymous Intern in Exton, PA
    Former Intern - Anonymous Intern in Exton, PA

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

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Gained a great deal of experience, shadowed senior advisors, did a lot of hands on work and was able to create a client list of my own

    Cons

    With such a limited time, it was challenging to produce an actual sale. We were taught about products, but not in a manner that made it easy to recall when presenting to clients



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