RUN!!!! DO NOT EVEN WASTE YOUR TIME INTERVIEWING!!!! - Account Executive eFinancial Employee Review

1.0
Sep 2, 2025
Recommend
CEO approval
Business Outlook

Pros

being able to work remote was the only pro.

Cons

I HAD TO CHOOSE ONE STAR BECAUSE THERE AREN'T ANY CHOICES THAT RANK LESS THAN ONE STAR. RUN!!!!! this is a classice bait and switch scheme. they say one thing to get alot of people hired but before being hired, of course they don't reveal the reality of this ridiculous, unnecessary grind and an outright lie. During "training", they blindside you with alot of undisclosed, micro-managed, qualifying numbers and criteria that you need to hit before being 'promoted'. on top of that, they don't tell you that it takes 8 to 10 months to get to the position of "account executive" that you initially interviewed for. the trainer didn't even get to that top level "account executive" position either. what a joke. this gig is for someone that is 'entry level', and has no experience, and has no other options but to stay and suffer with all of the garbage leads all day - day in and day out. it's no wonder that the trainer says that one of the requirements to be "promoted" is overcoming objections. well, if they're genuine, inbound phone calls, there really shouldn't be any issues with objections. they say that they're true, 'inbound' phone call leads BUT THAT IS A BIG LIE! the dialer they have makes outbound phone calls but the dialer disguises that with an 'inbound ring' as if it's an actual inbound call - then when the trainer is asked about them, the trainer just blatantly lies about it during training - even when asked the specific question, "are these geniune INBOUND CALLS?" - the trainer stumbles around and lies with a 'yes'.

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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