World Financial Group Reviews | Glassdoor

World Financial Group Reviews

Updated May 7, 2017
328 reviews

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Full-time Part-time

3.7
Star Star Star Star Star
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Approve of CEO
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Joe DiPaola
148 Ratings

328 Employee Reviews

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Pros
  • Another attractive component is the unlimited income potential and ability to open offices across state lines (in 14 reviews)

  • Work hard and you make a lot of money (in 9 reviews)

Cons
More Pros and Cons

  1. Helpful (3)

    "Financial Services Industry"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Associate in Chino, CA
    Former Employee - Associate in Chino, CA
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at World Financial Group part-time (More than a year)

    Pros

    Everyone wants everyone else to succeed, but they will only help those that are going to make the effort to listen and learn the way its supposed to be done.

    Cons

    I've interviewed with most of the major banks & insurance companies, they all have the same lead generation; if you want to succeed you have to generate your own leads.

    Advice to Management

    Design a better way for managing potential clients, new associates, and undecided individuals that doesn't require such quick adoption without being provided any leads.


  2. Helpful (1)

    "Great place, but not for everyone"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Senior Marketing Director in Nashville, TN
    Current Employee - Senior Marketing Director in Nashville, TN
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at World Financial Group full-time (More than 3 years)

    Pros

    Flexible Schedule, Great training w/right leadership, good Business System to get up an running quickly, no previous experience needed, Non-Captive financial products, uncapped compensation, no territory restrictions, can work part-time, and optional agency building if you want

    Cons

    just like most businesses, not every office has high standards; new people sometimes think it's a "get rich quick" scheme and get upset when they realize they have to actually work

    Advice to Management

    Create a standard welcome packet for all new agents that keeps the message of what this company "is and isn't" consistent between office locations throughout the US/Canada.


  3. "Best Entrepreneural Opportunity on the Planet"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Marketing Director in Los Angeles, CA
    Current Employee - Marketing Director in Los Angeles, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at World Financial Group part-time (More than a year)

    Pros

    Unlimited Income, mentoring by millionaires, Freedom, Helping Families

    Cons

    Not as easy as some say, to much training


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  5. "Agent"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Sales & Marketing Assistant in Duluth, GA
    Current Employee - Sales & Marketing Assistant in Duluth, GA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at World Financial Group part-time (Less than a year)

    Pros

    Interested to educate and encourage young people to think of retirement and how to get ready for retirement.

    Cons

    At young age no one thinks of retirement

    Advice to Management

    Continue endless education


  6. "Office Manager"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Office Administrator in Salt Lake City, UT
    Former Employee - Office Administrator in Salt Lake City, UT
    Positive Outlook
    No opinion of CEO

    I worked at World Financial Group full-time (More than 5 years)

    Pros

    Friendly people. Somewhat flexible in time off. Opportunity to meet a lot of different people.

    Cons

    If you don't want to sell insurances your income is pretty well capped. Even when the office revenue goes up. Yours remains the same. Favoritism and asked to do things out side of the scope. I.E. pick up food, or laundry, or other personal chores for the " guys."

    Advice to Management

    If you want to keep someone who is trustworthy and dependable. When they excell.. And help you make money .. Give them a piece of the pie. Be respectful of others. Time. It's just as valuable as yours.


  7. Helpful (4)

    "WSB Great"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Marketing Director in Santa Ana, CA
    Current Employee - Marketing Director in Santa Ana, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at World Financial Group part-time (More than a year)

    Pros

    - Great free training, learn about your personal finance and manage your own money and engage in your future.
    - Support to start a new career in finance and insurance.
    - Great income potential, work with great people.
    - National Leadership is excellent and so is the local leadership in OC Financial Center.
    - Low startup cost, passive income/trails on your prior sales.
    - Products are highly beneficial.

    Cons

    - Lots of voluntary meetings/trainings. Its a new career so realize you have to learn the business and the products.
    - Its a business. Be prepared to work hard and struggle, or move on.
    - Poor image - You will be challenged by others that this is an MLM and that you're just an 'insurance salesman'. You have to believe in what you do and who you represent. You are not paid to recruit and you are not marketing products only available through this distribution channel. This is NOT an MLM.
    - Its a business opportunity, not a job. You put in what you get out. Your work life balance will be strained as you deal with learning a new career and starting a new business.

    Advice to Management

    Much respect


  8. "The best company to be part of."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Training Associate in San Francisco, CA
    Current Employee - Training Associate in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at World Financial Group part-time (Less than a year)

    Pros

    Awesome company, awesome people, honest, and regulated by both federal and State laws. Work hard and you make a lot of money. Not for slackers, quitters or the mentally weak.

    Cons

    Hard to get started if you are working paycheck to paycheck with little or no money left over to invest in order to get your brokers license. For those who give this company a bad rating, are not that motivated to work hard to fulfill their dreams.Those who quit do not really believe much in themselves to accomplish their dreams.

    Advice to Management

    No advice


  9. "WFG pros and cons"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Senior Marketing Director in San Diego, CA
    Former Employee - Senior Marketing Director in San Diego, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at World Financial Group full-time (More than a year)

    Pros

    When you work long hours you get good money. When you have great people working with you you also get gppd money.

    Cons

    You dont work as hard you dont see a lot of income


  10. Helpful (6)

    "Scientology for selling financial products."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Market Research Analyst in Irvine, CA
    Former Employee - Market Research Analyst in Irvine, CA
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at World Financial Group full-time (More than a year)

    Pros

    It seems like everything is a pro until you start searching for facts and the truth. Everyone smiles and say a lot of positive things.

    Cons

    Exceptionally deceptive, and they do not tell you everything you should know about the company before joining. They use positivity, weekly meetings and conventions in a similar fashion to the brainwashing of scientology. You owe them money you don't know you owe them, they never tell you that; (E&O payments) and they also tell you that you can retire anytime and collect money forever and they also tell you you can pass on your book of business when you leave. Both of these are untrue. Whoever your "up line" was will take over your book of business and transfer any residual income you received after leaving to themselves. And you never own your book of business.

    Advice to Management

    Tell the truth, if you even know what is going on in this company.


  11. Helpful (1)

    "Don't be fooled"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Sales Associate in Woodland, CA
    Current Employee - Sales Associate in Woodland, CA
    Doesn't Recommend
    Neutral Outlook

    Pros

    Some of the employees are nice and welcoming.

    Cons

    Everything is scripted and they pass it off as a "practice makes perfect." They will drain your resources making you 'train' selling to your friends and family.


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