Broken promises and boiler room tactics. - Senior Account Executive eFinancial Employee Review

2.0
Jul 31, 2011
Recommend
CEO approval
Business Outlook

Pros

Excellent training and a brand new office to work at. Location off I-90 is easy to get to.

Cons

I saw some of our current employment ads on Craigslist, and they are very misleading. Being an agent at Efinancial is not a $100,000 a year job as advertised. There were some guys that used to make money like that but they were all forced out or quit. Realisticly its more like half of that, which is fine, but don't oversell it. The quotas are rough and there are many times when I feel pressured to offer a product that isn't the best for the client, but neccesary to keep my job. The accounting on how you get paid is also not as transparent as it should be, and I've seen agents with $300 paychecks that have no idea where their money went. Its hard for us employees to struggle when they see the high end cars the management drives parked in the garage. Some of the highest ranking managers are also related, so this only confounds the usual office politics. Since Efinancial is pretty stable, I'll stick around, until the economy rebounds...... certainly don't leave another job to come here!

Explore other reviews about eFinancial

5.0
Feb 19, 2026
Recommend
CEO approval
Business Outlook

Pros

Has been an great opportunity. Can do big things here. A lot of the complaints are people who dont put in the work to advance. You have to work hard to get to AE. They have sales meetings every month and call out promotions and there are ALWAYS a lot of promotions to sales roles. You literally see promos every month. Good earning opportunities get to work fully remote from home. They invest a lot into you starting up. Yes, you have to make it past BDR role but that’s an important role because it’s when you get licensed and then when you become an agent your get leads sent to you all day. Company is like a small family you can tell leadership is strong together which makes for an enjoyable work environment. Can go on with pros: good benefits, base pay, computer + monitors, incentives, company trips for top earners, training, it goes on.

Cons

They give chances to non- sales backgrounds. Therefore you’re sometimes dealing with the inexperienced people that think it’s a cake walk. They quickly find out it’s not as easy as they hoped. In turn they don’t try to get better and blame everything but themselves, which is why you see a lot of these negative reviews. I had people on my team complain about everything and you could tell it wasn’t going to work out for them right away. It’s sales it’s tough. Gotta put in the work as you would any company. People say you can make more flipping burgers.. ya their goals are also not long term if working for the minimu wage rather than the commission. If I could change one thing I’d suggest they only hire sales ppl so that everyone could be surrounded by like minded individuals but I get it. Some people make the most out of it with out sale background I’m sure

1
3.0
Jun 30, 2026
Recommend
CEO approval
Business Outlook

Pros

Remote availability throughout the country.

Cons

Unrealistic sales quotas and expectations.

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