Insurance sales - great experience - not for everyone - Account Executive eFinancial Employee Review

3.0
Oct 13, 2014
Recommend
CEO approval
Business Outlook

Pros

This is great experience if you are looking to get into insurance sales (especially life insurance). The leads are provided (albeit some are much better than others, and which ones you get depends on how well you produce). The work environment is very laid back and friendly. The people I got to work with was the most satisfying aspect of the job. The work week was regular, with overtime paid if you decided to work weekends. They also pay for your nationwide licenses and licensing exams which is rare in the insurance industry.

Cons

There is a lack of transparency in upper management. Working hard does not always guarantee that you will make more money as leads are controlled. Although you will be able to obtain appointments with various companies, you are pushed to sell the products of the parent company, which seems to contradict the fact that you are, in essence a broker.

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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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