Acct Exec - Account Executive eFinancial Employee Review

1.0
18 Feb 2018
Recommend
CEO approval
Business outlook

Pros

The Building is nice, that was about it. No pro’s whats so ever. I guess free parking and you can take the cta.

Cons

Low base pay The training-they start you off making 200 plus calls a day cold calling. Most people just hang up, you need a certain percentage rate to keep your job(which varies daily) just to keep your job. If you have 3 bad days they fire you. Plus if you have a bunch of bad dials meaning its the wrong number or you reach vm it goes against you. Comp plan constantly changes

avatar
eFinancial Response
8y
Thank you for the review. We really enjoy being conveniently located walking distance from the Cumberland Blue Line Station. In fact, we offer employee Commuter Benefit perks that will match, dollar for dollar, on transit account contributions! There is NO cold calling in any of our sales roles. We provide 100% warm leads generated from customer requests and affiliate partners. Our technology platform even serves up the leads – no manual dialing needed. We are very in tune to the variables that affect our Sales performance daily – sometimes people do not pick up, or it is a wrong number. Our Sales professional’s performance is measured relative to their peer group to ensure we are accounting for any unusual variance when evaluating performance standards. We invest a lot of time, training and resources to help everyone be successful, and we work with you every step of the way on your development.

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
See reviews by: Helpful|Rating|Date|All