Pretty Sweet Gig - Anonymous employee eFinancial Employee Review

5.0
Apr 7, 2021
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Understanding managers. If you fall behind they will help coach you and give you that boost you need to reset and get back to doing your job well. Sometimes you just need to shake it off and get some honest advice from your more experience manager and they are always willing to help. You have access to anyone in the company as a resource for advice and help on techniques.

Cons

The metrics are somewhat set up to where it still counts against your average even if it’s not your fault. Like if a customer hangs up on you immediately after saying “Hello my name is _______, with eFinancial, is this ________? ***CLICK** Like I haven’t even been given the opportunity to let them know how simple and quick this process could actually go if they would just hold on for three minutes. Customers also will yell at you about how many times they have been called and are immediately annoyed with you. I’ve had many people tell me that even if they were interested in doing business with us and buying a plan, that they wouldn’t anymore because of how much we blow up their phone. I think we might need to relax on the amount of times each customer gets called in one day.

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
Jul 22, 2026
Recommend
CEO approval
Business Outlook

Pros

work from home awardcos flexible schedule

Cons

unrealistic comp plan find ways to penny pitch your commission base pay too low

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