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Anonymously Rate Your Experience & Make Work BetterEfinancial employees are -34% more likely to recommend Efinancial as a great place to work
| 33% | Promoters |
|---|---|
| 0% | Passives |
| 67% | Detractors |
Working at Efinancial is rated below average by 4 employees, across various culture dimensions. Efinancial employees rate Perks And Benefits highest among all categories, and think that Outlook and Manager have the most room for improvement, putting Efinancial’s culture in the Bottom 30% compared to similar sized companies on Comparably. See below in detail how working at Efinancial was rated by employees.
Overall Company Culture at Efinancial is rated C-
Last updated months ago
Efinancial ranks in the Bottom 30% of other companies on Comparably with for Overall Company Culture Score
Share Your Opinion
Anonymously Rate Your Experience & Make Work BetterOut of 6 Efinancial employee reviews, 40% were positive. The remaining 60% were constructive reviews with the goal of helping Efinancial improve their work culture.
| Positive Reviews | 40% |
|---|---|
| Constructive Feedback | 60% |
What do you like best about the leadership team?Everyone is willing to help, and everyone wanf to see you be successful
What do you like best about the leadership team?Co workers were the best
Why do you feel undervalued and what would make you feel better about your compensation?Better comp benefits they aren't the worst but lots of hard work put in and can feel jipped every so often
Why do you feel undervalued and what would make you feel better about your compensation?Raise or moving up in the company
Why do you feel undervalued and what would make you feel better about your compensation?Feel undervalued for what I do
| Headquarter | United States of America |
|---|---|
| Website | www.Efinancial.com |
4 employees at Efinancial have reviewed Efinancial across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Overall, the 4 Efinancial employees give their leadership a grade of C-, or Bottom 35% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at Efinancial are mostly dissatisfied with their total compensation at Efinancial, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at Efinancial are generally satisfied with their team. 4 Participants grade the quality of their coworkers a C. Less than half believe the meetings at Efinancial are effective, and the majority look forward to interacting with their coworkers.
Overall, the employees at Efinancial are dissatisfied, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.

The prevailing opinion from Comparably users about their company is that it was very prepared on their first day. Employees concluded that their overall onboarding experience was positive. 73% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
At this moment no Efinancial employees have provided insight into whether or not they clearly understand Efinancial's KPIs and OKRs.
Jerry’s approval rate is just above average, putting Jerry in the Top 50% of all CEOs of similar-sized companies on Comparably. Jerry Bohlken is well regarded by employees for the Perks And Benefits Efinancial offers, and ranks among the Top 20% of CEOs by employees in that category. With Jerry’s leadership, Efinancial employee respondents are most happy about their Perks And Benefits and Executive Team. Jerry was rated slightly below average for Outlook.
The Efinancial Executive Team is rated a “C+” and led by CEO Jerry Bohlken, CFO Chris Kim, and Chief Marketing Officer Laura Zimmerman
Jerry Bohlken CEO / President
Jerry Bohlken serves as the CEO / President of Efinancial.
Laura Zimmerman Chief Marketing Officer
Laura Zimmerman serves as the Chief Marketing Officer of Efinancial. Laura started at Efinancial in Feb of 2016. Laura... read more
Kathleen Rowell Executive Vice President and Chief Operating Officer
Kathleen Rowell serves as the Executive Vice President and Chief Operating Officer of Efinancial. Kathleen started at... read more
Marty Schroeder Vice President of Sales
Marty Schroeder serves as the Vice President of Sales of Efinancial. Marty started at Efinancial in Jan of 2010. Marty... read more
Angie Cook VP - Information Technology
Angie Cook serves as the VP - Information Technology of Efinancial. Angie started at Efinancial in October of 2003.... read more
Pete Kalasountas Vice President of Independent Distribution
Pete Kalasountas serves as the Vice President of Independent Distribution of Efinancial.
Ruben Gonzalez Senior Account Executive
Ruben Gonzalez serves as the Senior Account Executive of Efinancial. Ruben started at Efinancial in October of 2017.... read more
How much do people at Efinancial get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Efinancial is $88,717, or $42 per hour, while the estimated median salary is $104,703, or $50 per hour.
At Efinancial, the highest paid job is a Sales Rep at $116,714 annually and the lowest is a Bookkeeper at $42,405 annually. Average Efinancial salaries by department include: Design at $70,790, Customer Support at $59,452, HR at $93,658, and IT at $103,687. Half of Efinancial salaries are above $104,703.
4 employees at Efinancial rank their Compensation in the Bottom 20% of similar sized companies in the US (based on 10 ratings) while 3 employees at Efinancial rank their Perks And Benefits in the Top 20% of similar sized companies in the US (based on 3 ratings).
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $61k | $61k | 1st Percentile |
17th Percentile $82k | $82k | 17th Percentile |
33rd Percentile $103k | $103k | 33rd Percentile |
50th Percentile $166k | $166k | 50th Percentile |
67th Percentile $259k | $259k | 67th Percentile |
83rd Percentile $268k | $268k | 83rd Percentile |
100th Percentile $346k | $346k | 100th Percentile |
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
The Diversity score provides insights into how diverse employees feel and rate their work experience at Efinancial across various culture dimensions.
Efinancial PTO policy is a critical component of the benefits package offered to employees.

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In 2019, Efinancial applied for 2 H1B visas. Of the work permits applied for, 100% were approved.
H1B Applications Outcome
This data was calculated using publicly sourced data from OFLC Performance Data

Candidates By Department
Finance | 100% |
|---|
Candidates By Location
Florissant | 100% |
|---|
Who is the CEO of Efinancial?
Efinancial CEO is Jerry Bohlken, their score by employees is 70
What is Efinancial eNPS?
The eNPS for Efinancial is -34
What is the salary for Account Manager in Efinancial?
Account Manager average salary in the US is 91k
What are the salaries in the Marketing in Efinancial?
The average salaries for Marketing in Efinancial is 81k
Who is Efinancial leadership?
Chris Kim, Laura Zimmerman & Kathleen Rowell are part of Efinancial leadership, Jerry Bohlken is the CEO