Efinancial Reviews

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Michael Rowell
18 Ratings
  • Internet Verification Specialist

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Efinancial part-time


    Extremely fun and motivating work environment. We would start every single morning off with a company meeting that provided recognition for the previous day's successes as well as motivation for the current day.


    After all, it is telemarketing. If you aren't someone who likes to deal with rejection on cold calling, this is not the place for you. When you are just starting, there isn't much of a training process at all. It's more of a "show us what you can do" attitude and you're left to get knowledge from other employees.

    Advice to Management

    Need to set up a better training program for your lower level hires. If someone isn't already licensed to sell insurance, there needs to be a set program to train and educate because those will end up being your strongest assets.

Efinancial Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty



  1. Helpful (1)  

    Insurance Account Executive Interview

    Anonymous Employee in Bellevue, WA
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied online. The process took 1+ week. I interviewed at Efinancial (Bellevue, WA) in March 2015.


    Pretty extensive interviewing. Started out with a response to my email. Asking to submit my resume. Then a call back asking to schedule a phone interview. Phone interview asked mostly about why I applied and why I think they should hire me. Then she followed up with a lot of information about the position .. Pay, benefits, perks, and then she said she would get back to me ,, and she did.. To schedule a interview. The interviewed was a little different. It was overall a good experience. I wasn't offered the job right away but I was called in for a 2nd interview and then offered a position. The last person to interview me was the director of Sales.. Great guy he even walked me all the way down to the parking lot afterwards. He is the most amazing person. Super involved and has a genuine sense of buy in with the Company. But so does all the management.

    Interview Questions

    • What are your expectations from management   1 Answer


    Not a negotiation at all. It was pretty clear that is was a training path that included a decent pay while they provided the classes , training and licensing paid for by the Company.

Efinancial Awards & Accolades

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2nd Largest Specialty Markets Distributor , ING, 2011
2nd Leading Direct Marketer , Transamerica, 2011

Additional Info

Unlock Profile
Website www.efinancial.com
Headquarters Bellevue, WA
Size 51 to 200 Employees
Founded 2001
Type Company - Private
Industry Finance
Revenue $10 to $25 million (USD) per year
Competitors Unknown

Efinancial.com is a quick and convenient way to shop for and purchase life insurance 24-hours a day from the comfort of a home or office. We have built a searching technology designed specifically to find you the best prices on life insurance. You complete the questions on our quote form and in a few seconds our search technology will search through all the top life insurance companies. Every search is accurate and un-bias, and delivers you an easy to understand comparison of the top competitively priced policies available to you. You receive easy to understand facts about ... More

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