Beyond Finance reviews

3.6

64% would recommend to a friend

(1,020 total reviews)

Tim Ho

68% approve of CEO

63% positive business outlook

Beyond Finance has an employee rating of 3.6 out of 5 stars, based on 1,020 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Beyond Finance employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Reviews by job title

1K reviews
5.0
Oct 26, 2025
Recommend
CEO approval
Business Outlook

Pros

Overtime, Bonuses, Open door policy .The environment of the workplace. The trainings in office offer great opportunities for you and colleagues. To the team that puts the trainings in office together… Raquel and Carletta… thank you guys

Cons

Refresher trainings more often could take place.

5.0
Oct 24, 2025
Recommend
CEO approval
Business Outlook

Pros

This job is very knowledge-based, but you are given all the resources and support you could ask for, The management team genuinely wants to see you succeed and grow, and the culture encourages open, honest communication. You can share how you’re feeling and actually be heard, which is rare in a fast-paced environment.

Cons

It’s not always easy speaking with clients who are going through tough financial situations, but that’s also what makes the work meaningful.

2.0
Oct 23, 2025

Caution

Recommend
CEO approval
Business Outlook

Pros

(I worked remotely) Great pay if you can actually get good training from a manger and director who takes accountability. If your corporate experience doesn’t ruin it, you can feel like you are helping a lot of people in tough spots.

Cons

While they use metrics and a coaching standard a lot of what they say is never honored. You could perfectly implement coaching and if your numbers don’t improve they will blame you and fire you after a performance notice/performance improvement plan which displays a complete lack of accountability. I wish I had one of the recordings but I had a manager literally tell me I was doing exactly what he would have done on the phone and that was the coaching… then they threatened to fire me for lack of performance (after a long track record of top level performance). They also backpedal a lot and blame you for doing what they told you to do. Someone who was following their process literally was told that if they closed 2 deals they would be able to keep their job. After closing their second deal they were walked out… I got to be in a lot of management meetings (was vetted to be an manager) and they don’t really care about their employees. They will hire someone and instead of building with them will cycle through until they find someone who seems to do well. Once that person’s performance drops off due to changes in market trend, economic climate or even just personal struggles they will quickly move to replace that person as well. They have a lot of double standards for top performers but beware because if/when your performance drops you’re on the chopping block. Schedules can be brutal and you may not be able to spend time with family and loved ones because you will be on the phones over the evenings and weekends. You will most likely be stressed out heavily. They will blame you for numbers even though they sre sourcing bad leads that they stick you with that hurt your numbers because they deem them as “qualified” although most of them are being bait and switched due to false advertisement that many agents have complained about. Unless you have PTO you can’t be out sick even with a doctor’s note or due to family emergency. You will be fired or written up if you miss a day of work. They have changed the pay plan a lot and change metrics. Job stability and pay stability are mid-level at best. I lost all love and hope for the company once I got to see what they really are at the heart of their corporate structure with the directors and senior directors. It could be a wonderful place to work if they actually understood that their employees are humans and not robots without families.

Viewing 160 - 162 of 1,020 Reviews

Glassdoor has 1,029 Beyond Finance reviews submitted anonymously by Beyond Finance employees. Read employee reviews and ratings on Glassdoor to decide if Beyond Finance is right for you.