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Jefferson National Financial Reviews

14 reviews

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4.0
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Mitchell H. Caplan
6 Ratings

14 Employee Reviews

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  1. "A Great Place to Work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Louisville, KY
    Current Employee - Anonymous Employee in Louisville, KY
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Jefferson National Financial (More than a year)

    Pros

    Relaxed, casual atmosphere
    Friendly and supportive management
    Employee benefits are outstanding
    Love coming to work every day

    Cons

    None. I have had a phenomenal experience working for Jefferson National and hope to be here for many years to come.


  2. Helpful (1)

    "A mess of a place"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Work autonomy
    Some people were ok.
    The IT team was great.

    Cons

    Brutall sales team ( I have never met so many miserable people and they all hate each other). Work location was out in the miserable sprawl. Meetings were negative and pointless. They have one product-an annuity- and it sucks.

    Advice to Management

    Just sell off the business like you've been itching to do. Go on to the next small business and ruin that too.

  3. "IT Project Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook

    I have been working at Jefferson National Financial full-time

    Pros

    Ability to advance
    Hard work rewarded

    Cons

    Sales goals not consistently met


  4. "Territory consultant"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Jefferson National Financial full-time (More than a year)

    Pros

    Great culture with fantastic leadership. Constantly looking for ways to grow. Highly innovative always improving technology. Coaching sessions are insightful and will make you grow. Promotions are based off merit rather than tenure.

    Cons

    the nature of this business can be somewhat repetitive (inside sales) however management understands this and makes it as fun of culture as possible.

    Advice to Management

    Continue growing and making a commitment to technology. Continue rewarding your hardworking team.


  5. "Excellent sales experience"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Approves of CEO

    Pros

    Very friendly employees, really showed me the reigns of the sales world

    Cons

    None, very good experience overall


  6. Helpful (5)

    "OK place for a job but not a career"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Territory Consultant in Louisville, KY
    Former Employee - Territory Consultant in Louisville, KY
    Doesn't Recommend
    Neutral Outlook

    I worked at Jefferson National Financial full-time (More than a year)

    Pros

    Its' a good place to get licensed and gain experience in the industry

    Cons

    In their last round of promotions they passed over people who were driven and motivated and promoted others who do nothing but complain. If you are not promoted to Senior Territory Consultant within your first year that is their way of telling you you should move on.

    High turnover in sales

    Management in the sales department are unorganized and unprofessional

    Pay is much lower than what other financial sales jobs in town offer.

    It's the only financial firm in town that doesn't offer tuition reimbursement. The 401k match is the lowest of the firms I've interviewed with as well.

    People who have been there for more than a year seem miserable.

    Advice to Management

    Prepare for increased turnover. Your people are not happy. Promote Territory Consultants who are working hard and doing well.


  7. "This company has great potential"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous in Louisville, KY
    Current Employee - Anonymous in Louisville, KY
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Jefferson National Financial full-time (More than 3 years)

    Pros

    Executive leadership knows what they're doing and is motivated to find long term success
    Work atmosphere is comfortable and laid back
    Good group of employees that make coming to work fun and entertaining
    Health plans are excellent
    Lot of free food

    Cons

    Still trying to figure out who we are as a company
    Waiting to see if we add another product offering
    Need to open more distribution pipelines
    Sales management is still trying to figure it all out

    Advice to Management

    I like what I've heard from the upper management team. But you need to do a better job of managing your managers. The sales management team are nice people but need to do a better job of managing. Too much talent on board to let people slide for not doing their jobs. Otherwise I think we have a chance to do something pretty cool.

  8. Helpful (1)

    "Sales Management Doesn't Get It"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Territory Consultant in Louisville, KY
    Current Employee - Territory Consultant in Louisville, KY
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Jefferson National Financial full-time (More than a year)

    Pros

    Innovative, great product
    Great leadership from CEO and President
    Very cool office space
    Great people

    Cons

    Management in the sales department is bad
    We voice our concerns to management but they just don't seem to get it
    Morale is very low and people have started to leave
    Sales managers mock our concerns by saying "If you're not happy you can leave." This only lowers morale more and makes everyone unwilling to give constructive feedback
    Our service team is extremely difficult to work with and makes frequent mistakes that cost us sales
    No tuition reimbursement and bad benefits

    Advice to Management

    Raising goals less than what we were previously told isn't going to increase morale because the low morale isn't tied to our goals. It's tied to the lack of leadership from the sales managers. For real change focus on the sales management problem. Every single person in the company knows it exists and it needs to be addressed. Ignoring it only lowers morale more.

    Jefferson National Financial Response

    Dec 3, 2014 – Director, Human Resources

    We strive at Jefferson National Financial to remain an industry leader not only with our innovative products and services, but also as an employer. We have continually won awards in this regard... More


  9. "I have been here 4 years and based on my previous work experiences and this is a good place to work."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Territory Manager in Louisville, KY
    Current Employee - Territory Manager in Louisville, KY
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Jefferson National Financial full-time (More than 3 years)

    Pros

    Great opportunity to make a good living.
    Flexible environment that understands that we are people.
    Accessible management team.
    Sale management actually cares about you and doesn't look at you as just a number. I have been at at a couple other places and I can tell you this is not the case everywhere. I truly feel that they (especially Kevin) try to work with us to find solutions just not implement things.
    Good opportunity to learn and develop if you take advantage of it.

    Cons

    Goals keep increasing.
    Executive management are great people but their thoughts on company growth may be a little unrealistic.
    Some of my co workers would rather whine than be part of the solution. Everyone has probably been guilty of complaining at some point but the few I am referring to are downers.
    Because we are a young team there can be a lack of perspective.

    Advice to Management

    Look at company sales goals more realistically.
    Find the bad apples and get them out. Regardless of whether they are good producers or not they bring everyone down.
    Make sure you do not lose the human aspect of the company as that is what makes it a nice place to work.


  10. "Great Company & Workplace"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Louisville, KY
    Current Employee - Anonymous Employee in Louisville, KY
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Jefferson National Financial full-time (Less than a year)

    Pros

    I'm quite impressed with this company. Compared to other places I've worked, JeffNat surpases them all. The environment is laid-back, yet professional. Management are personable, yet focused, and they are always talking with people.

    The benefits are very, well... benefiting. They take good care of us. There seem to be opportunities to grow. And they value everyone's input. Not just a one-man show kind of thing.

    I can't say enough good about this place!

    Cons

    They feed us all the time. I'm gonna get fat.

    Haha. Kidding. I had to put some kind of con, right?


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