eFinancial reviews

3.3

61% would recommend to a friend

(300 total reviews)

James E. Hohmann

65% approve of CEO

65% positive business outlook

eFinancial has an employee rating of 3.3 out of 5 stars, based on 300 company reviews on Glassdoor which indicates that most employees have a good working experience there. The eFinancial employee rating is in line with the average (within 1 standard deviation) for employers within the Insurance industry (3.6 stars).

Reviews by job title

300 reviews
1.0
Oct 28, 2025
Recommend
CEO approval
Business Outlook

Pros

Remote, They provide equipment. Unlimited Overtime you choose your own schedule They pay for you to become licensed

Cons

During the 2 days of training, managers just read directly from a powerpoint and offer no real help/ advice. They make it seem like it'll be very easy to overcome objections and transfer calls, because we're only calling warm leads. But is it really a warm lead, if the person only put their information down to win points on some mobile game. Or is it a warm lead when an elderly person thinks they'll be getting government funded benefits, so they put in their information only to be harassed and scammed, and pay overpriced insurance on their fixed incomes. If leads were actually warm, then maybe they wouldn't have to deceive people in the job posting. I applied for a sales position, not for telemarketing. . If you make it past the "training" you're then told to get licensed by your state, which they do help with, but if you're anything like me, they'll fire you, for not hitting KPIs one week before you're supposed to take the exam just so that they don't have to pay for it. This company is a scam, if you're desperate for cash, take the position, but don't quit your job search.

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'.

Viewing 4 - 6 of 300 Reviews

Glassdoor has 305 eFinancial reviews submitted anonymously by eFinancial employees. Read employee reviews and ratings on Glassdoor to decide if eFinancial is right for you.