Not exactly as advertised - Account Executive eFinancial Employee Review

3.0
4 Feb 2019
Recommend
CEO approval
Business outlook

Pros

I enjoy working with everyone here. The contests are fun. Location is great!

Cons

This is an okay sales job. Feels however that upper management sacrificied long term growth for short term gains recently and its showing. A lot of top agents have left recently because of the unrealistic sales multipliers. Most agents around me lose 25-50% of their commissions. You have to really grind to make the good money. The reason you may be seeing decent reviews is that the President of the company sent out a number of emails, strategically, asking agents if they would write a review of the company "no pressure". Ratings went from a 3.2 to 4.2 in the span of six months.

Explore other reviews about eFinancial

5.0
19 Feb 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
1.0
28 Oct 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.

3
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