Working at Efinancial | Glassdoor

Efinancial Overview

Bellevue, WA
201 to 500 employees
Company - Private
Insurance Agencies & Brokerages
$25 to $50 million (USD) per year
Efinancial is leading the industry in helping everyday Americans obtain life insurance coverage. As an online and call-center-based insurance agency, Efinancial makes buying life insurance faster, more convenient, and easier than traditional face-to-face options. Using a ... Read more

Mission: To make life insurance more accessible and affordable for everyday Americans.

Efinancial Video

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Efinancial – Why Work For Us?

At Efinancial, we put people first. We believe our business begins and ends with people. By creating an environment where employees can learn, thrive and have fun, we are making a positive difference for our customers, partners and communities.

We invest in training and development, so employees can grow and advance their careers. We believe in hiring the best talent and promoting from within. We recognize and celebrate our individual and collective successes.  

While we have a fast-paced culture, we recognize the importance of work-life balance. From summer barbeques to softball and ping-pong tournaments, there are many opportunities for employees to recharge, get to know each other, and have fun.

Efinancial offers a full complement of employee benefits including: 

  • Medical, dental, short- and long-term disability, and vision insurance
  • A 401k with company match
  • Paid-time-off (PTO)
  • Commuter savings
  • Onsite fitness centers

We embrace diversity, inclusion, and collaboration. We know it takes people with different ideas, strengths, interests, and cultural backgrounds to maintain a strong, successful, and vibrant company. By harnessing our collective experience, we are continuously improving, innovating, and advancing our relationships with consumers – and employees.  

If you are passionate, determined and want to be part of a winning company that’s making a real difference in the lives of everyday Americans, we’d love to hear from you!


Do you have a good idea of where you want to go in life? Well, Efinancial has created an atmosphere and culture that will help you get there. Efinancial is a team of talented, hard-working people who are passionate about Life Insurance, new technologies and innovation. Our employees expect success and will settle for nothing less. Join us, and let Efinancial help you reach new goals. 

Being a life insurance producer often means that you have to stay on the fast track of current industry practices and must continually develop your sales strategies. Efinancial Brokerage offer producers training tools to improve your knowledge of the business.

Product Training

Join industry experts who know the ins and outs of underwriting and carrier guidelines. 

ALISS Training

Want to master ALISS for maximum efficiency when processing your cases? We offer weekly training webinars offering how-to tips on quoting, ordering medical exams, and effective communication for ALISS users.

Free Agent Sales Training

Gain industry insight and practical tips on marketing, prospecting and more with our featured sales training webinars. 


Efinancial Reviews

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Approve of CEO
Efinancial President Chris Campbell
Chris Campbell
9 Ratings
  • Featured Review

    Helpful (3)

    "Great Environment and Career Opportunity!"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Bellevue, WA
    Current Employee - Anonymous Employee in Bellevue, WA
    Positive Outlook
    Approves of CEO

    I have been working at Efinancial full-time


    Great work environment and work life balance.
    Company is growing and has high goals to emerge as the industry leader.
    I enjoy the people I work with and have formed strong relationships with my coworkers.
    High energy environment.
    Company communications and transparency is a focus.
    Providing a product to consumers that really make a difference to their loved ones.


    Health Benefits could be a little better for those with multiple dependents.

See All 108 Reviews

Efinancial Photos

Efinancial photo of: ESU!
Efinancial photo of: Halloween Costume Contest
Efinancial photo of: Halloween Costume Contest
Efinancial photo of: Team Members
Efinancial photo of: Offices
Efinancial photo of: Ball hitting cam
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Efinancial Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview


    Business Development Representative Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied through an employee referral. The process took 2 weeks. I interviewed at Efinancial (Chicago, IL) in February 2013.


    It was a 3 part interview process. The first part was standard phone interview in which you would soon know if you made it to the in person sections. The 2nd part you met the recruiter you spoke with on the phone and then 2 Floor Managers totaling about 1 hour at most. If you made it to the 3rd part you met with any Floor Managers that you haven't met with as well as the Director of Sales. Within a week you would know if you were hired or not.

    Interview Questions

    • Name a time you had to diffuse a difficult customer situation.   1 Answer
See All 16 Interviews

Efinancial Awards & Accolades

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

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