Insurance Focus - Financial Planner Prudential Employee Review

3.0
Dec 5, 2015
Recommend
CEO approval
Business Outlook

Pros

Management is well intentioned. Prime real estate for offices. They want you to succeed. They provide orphan leads and office supplies.

Cons

Prudential operates from a place of fear which is a very difficult place to be if you are in sales. Compliance restrictions are extreme making life very difficult for advisors trying to build their practice. The investment systems are very unsophisticated. Established advisors are trying to keep their heads above water and not very open to new ideas. The philosophy is to keep things stable, not on growth.

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Prudential Response
10y
Your feedback is very important to us. This information is valuable as we assess our processes and programs. If you’d like to discuss more, feel free to email us at staffing@prudential.com.

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5.0
Jun 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Work life balance okay and the comp is not bad

Cons

Little small org changes here and there all the time.

1.0
Jun 16, 2026
Recommend
CEO approval
Business Outlook

Pros

They take you to lunch on your first day. Hybrid 2 days in the office, but I'm sure that will increase. The benefits & pay.

Cons

No training at all. You learn by failed case work and what other coworkers tell you. They expect you to do case work you have never processed before. If you fail too many cases, they put it against you and say your quality is bad. Train normally and the quality wouldn't be bad. If you continue to do "bad", they will just put you on phone calls every day to help rude and mean old people. Upwards of 40+ calls daily. They also don't put everyone on phones even though they say being on phones is an essential part of the job. They pick and choose their favorites to do casework and put everyone else on phones daily. Managers are useless and just sit in meetings all day and don't offer help, training, or guidance. Managers also provide snobby remarks when asking for clarification or help and answer back as if you are the dumbest person in the room and act as if you should already know the answer.

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