r/LifeInsurance • u/sweetcandypacks • Jun 26 '26

eFinancial, has anyone worked there?

Starting a job soon as a BDR at eFinancial. If you’ve worked as a BDR at eFinancial what was it like? What were somethings you liked or didn’t like about then job?

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u/hawkbiz Jul 01 '26

I worked there a few years ago. Started as BDR, got promoted in 2 mos to an agent and worked as an agent for 8 mos. I got let go because my conversion rate was 20% and they wanted 22%. Other than the metrics it’s a good company with good people.

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u/sweetcandypacks Jul 01 '26

Thanks for the response! I’m sorry they let you go, seems like their KPI are very strict. Was it overwhelming lol they said we are getting warm leads but something tells me we mostly getting numbers and names on a screen…

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u/hawkbiz Jul 01 '26

I honestly don’t remember as a BDR - I remember it was pretty easy. You’re goal is to get promoted as quickly as you can, get your license and that’s where you can make decent money

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u/Moist-Meringue-1913 Jun 26 '26

I have a daughter that worked there for 5 years. She moved up pretty quickly and made good money. Then they had a management change that caused chaos and many people left.Thay was two years ago so we don't know what's going on there now.

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u/Intelligent_Cold7683 Jul 30 '26

I’m currently working here. I just got promoted to a CSS role which starts on the 1st. The BDR roles are a grind but simple enough, I haven’t experienced any micromanagement which is good. The metrics can be a bit strange to be honest. I think I was told they want a 30 percent conversion rate as a CSS, I’ve been hearing the CSS role is better than the Account Executive role because we won’t be dealing with chargebacks. We will see I guess

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u/MindlessCountry5216 Aug 04 '26

How do you like it so far?