Went downhill tremendously over last 2 years - Senior Account Executive eFinancial Employee Review

2.0
Jun 18, 2014
Recommend
CEO approval
Business Outlook

Pros

Good people on the sales floor, at least when I left a few months ago but I've heard even more has changed since then.

Cons

Just about everything now. USED TO BE great environment, great pay with lots of cash bonuses/prizes, good community with morning meetings every day, ping pong table, people encouraged to have fun and socialize as long as they got their work done. NOW its a micromanaged mess where you can't even go to the bathroom without being timed on your computer. Everyone was always paranoid they could be losing their job, no one was happy. They changed the comp plan so pay decreased for pretty much everyone, and no more cash bonuses. Lead quality went downhill - plus the leads are NOT distributed randomly by the dialer, so sometimes you can be hot and often times your not. Many people have been fired/quit this year because of all these changes. Little to no room for growth, but that was expected.

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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