PlanSource Sales Department Employee Reviews | Comparably
PlanSource Claimed Company
PlanSource is a benefits administration technology and services company on a mission to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences. At PlanSource, we live by our SOURCE values: Service, Optimism, Urgency, Reliability, Curiosity, and Efficiency, and believe the best ideas come from bringing people with different views, backgrounds, and experiences together. Trusted by customers to power complex benefits programs at scale, our platform helps deliver clarity and confidence in every decision. Winner of multiple Comparably awards spanning culture, happiness, diversity, and work-life balance and Great Place to Work certified, PlanSource is a place where you can make a meaningful impact while growing your career. read more
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EMPLOYEE
PARTICIPANTS
250
TOTAL
RATINGS
6778

PlanSource Sales Department Employee Reviews

What do you like best about the leadership team?

Leadership Reviews

Professionalism, Customer Care and Hard working profiles

Review from Sales Dept

Our ELT has the industry knowledge to make decisions that align to what our clients and our company needs to be successful.

Review from Sales Dept

Open and honest communication, I know the goals of the organization and our path to attain them.

Review from Sales Dept

They are engaged. Clear about goals and objectives and hold everyone accountable

Review from Sales Dept

They lead with candor and transparency

Review from Sales Dept

What does the leadership team need to get better at?

Leadership Reviews

Compensate their employees appropriately and invest from within.

Review from Sales Dept

What is the best part about your compensation package?

Compensation Reviews

It is right and necessary.

Review from Sales Dept

Flexibility and the HR team listens to feedback and adjusts as needed each plan year.

Review from Sales Dept

I have the ability to earn based on what I produce

Review from Sales Dept

I would say overall comp

Review from Sales Dept

The best part of my compensation package is the balance—it’s competitive and clearly structured, with transparency around how pay, incentives, and benefits align to performance. I also real

Review from Sales Dept

Why do you feel undervalued and what would make you feel better about your compensation?

Compensation Reviews

There is 100% disparity when it comes to compensation and promotions here. Some resources are forced to follow strict HR rules while others are promoted outside of these protocols. There are no guidelines for senior leaders to follow for exceptions, this creates this sense of discrimination

Review from Sales Dept

More competitive package and more formal promotion structure.

Review from Sales Dept

I believe my current pay is way under market norms given my experiance and success I have had at PlanSource. A pay increase that reflects the market and my accomplishments would make me feel better about my compensation.

Review from Sales Dept

I have been working hard to do all I can for this company. The last 2 years have been very difficult with the misguidance (or lack thereof) from the leadership team. I have also had to pick up the slack from the lack of support from the sales team in order to keep my partners as happy as possible.

Review from Sales Dept

What are some of the best things about your team?

Team Reviews

Efficiency, good humor, and professionalism

Review from Sales Dept

We have a great sense of community. Everyone leans in to help one another out.

Review from Sales Dept

Collaborative, always willing to help and fun!

Review from Sales Dept

Everyone is invested in getting things done. The answer may be no, but always followed up with a potential workaround

Review from Sales Dept

The people, working together and helping each other out

Review from Sales Dept

What do your coworkers need to improve and how could you work together better?

Team Reviews

Professional boundaries need to be practiced.

Review from Sales Dept

What is most positive about the culture and environment at your company?

Environment Reviews

Clear objectives, doing what is right, and prioritizing the care of our clients.

Review from Sales Dept

Collaborative, we are always willing to jump in and help each other out and also fun, I really enjoy my team.

Review from Sales Dept

People at PS typically show up with a positive attitude and happy to help!

Review from Sales Dept

being comfortable and accepted, good group of people

Review from Sales Dept

What’s most positive about our culture is the combination of high expectations and genuine support. People are driven and accountable, but also collaborative and respectful. There’s a strong sens

Review from Sales Dept

What needs to change to make the company culture better?

Environment Reviews

There aren't any Environment reviews of PlanSource yet.
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What did you like most about the interview process?

Interviews Reviews

There aren't any Interviews reviews of PlanSource yet.
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What would you improve about your company's interview process?

Interviews Reviews

There aren't any Interviews reviews of PlanSource yet.
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What makes you most happy at work?

Outlook Reviews

It entails an investment of time, efficiency, and camaraderie to complete the required tasks.

Review from Sales Dept

Receiving positive feedback from our clients!

Review from Sales Dept

My co-workers and getting to solve complex issues for our customers.

Review from Sales Dept

Continuing to learn from some of the best professionals in the industry. The autonomy to run the business and make decisions as I see fit and its fun!

Review from Sales Dept

the people, my clients and helping others!

Review from Sales Dept

What's going wrong and how can it be improved?

Outlook Reviews

Toxic management, limited motivation and lack of goal transparency.

Review from Sales Dept

What do you like best about your company?

Outlook Reviews

There aren't any Outlook reviews of PlanSource yet.
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What would you most like to see improved at your company?

Outlook Reviews

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