Fine place to work, not a place to make a career - Case Manager eFinancial Employee Review

3.0
May 12, 2011
Recommend
CEO approval
Business Outlook

Pros

The people at Efinancial are a fun lot, they aspire to create a warm environment and succeed. Frustrating or stressful days are heavily balanced by a fantastic and balanced crew of personalities, free coffee and beach balls.

Cons

There is little place to move up or around as far as internal growth, and in many cases the company strives to limit growth in good employees. The management is unorganized and pay structure inconsistant. They are nutorious for letting problems stew for months before doing any sort of write up or retraining. Its incredibly frustrating from the aspect of watching teams disolve when a manager should have stepped in to help retrain or solve the problem months prior, or watching morale drop when some simple communication could have assisted the staff.

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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