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      Envision Financial

      Engaged Employer

      Envision Financial reviews

      insurance advisor - Insurance Sales Agent Envision Financial Employee Review

      1.0
      Oct 10, 2018
      Insurance sales agent
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good benefits, mediocre pay

      Cons

      If you are looking to advance your career in insurance I would not recommend envision. They work their k staff extremely hard while "boot camping" people off of the street that know no insurance. I understand that everyone has to start somewhere but if you are a experienced broker I do not recommend envision. They do not pay enough attention to the insurance department so you are left to struggle. I have 13 plus years in the industry and I do believe going to envision was a mistake for my career.

      avatar
      Envision Financial Response
      7y
      From People Services at Envision: It seems we couldn’t provide you with the career opportunity you are looking for, and we wish you the best of luck finding a position that meets your expectations. Our insurance employees have an array of experience, and we take pride in helping people create or grow their career in a variety of financial service pursuits.

      Explore other reviews about Envision Financial

      3.0
      Jul 5, 2025
      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      If you're an advisor and just starting out, going the bank advisor route to start off can be good. Benefits package was good and lots of opportunities for time off.

      Cons

      Once you get experienced though, leave. They won't pay you what you're worth yet will demand high sales targets with terrible products. They claim they want to help members, but management will get mad at you when you don't sell enough, even though sometimes when providing good advice, nothing needs to be sold. Management for my area was terrible and inexperienced. Corporate culture was toxic and fake too.

      avatar
      Envision Financial Response
      9mo
      Thank you for taking the time to share your perspective. We’re glad to hear the early career support and benefits were valuable to you. We also appreciate your candid feedback on areas you feel could be improved. Insights like yours help inform ongoing conversations about how we support our teams and foster a positive work environment.
      3.0
      Jul 2, 2025
      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great starting out point to learn the ropes, stable and they are very into work life balance.

      Cons

      If you are experienced, this it not the place for you. You will be bored out of your mind, but it is easy and slow paced.

      avatar
      Envision Financial Response
      9mo
      We appreciate your feedback and we're glad to hear you found value in being part of our team. We understand that different roles and stages bring different expectations, and we appreciate your perspective on how the experience may vary over time.
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