We make life better by helping customers get the right life insurance policy easier, faster, and more affordably.

FinTech

Insurance

eFinancial

eFinancial's headquarters in Bellevue, WA, United States

Jim Hohmann

Julie Anderson

Marty Schroeder

Pat Manser

Devon Cormack

Stanley Ng

John Buchanan

The Sales Team at eFinancial is responsible for connecting with potential customers to understand their life insurance needs and providing personalized solutions that are easier, faster, and more affordable. The team includes account executives and managers who guide customers through the insurance selection process, ensuring they receive the right policy to protect their loved ones.

Sales Team

This department focuses on providing tailored solutions and support to clients, ensuring their satisfaction and success with the company's products and services.

Client Solutions

This department oversees the sales strategy, execution, and performance across various channels.

Sales Management

The Software Development Team at eFinancial is responsible for designing, developing, and maintaining the software systems that streamline the life insurance policy selection process for customers. They ensure the platform is efficient, reliable, and secure, enabling customers to obtain life insurance policies more easily, quickly, and affordably.

Software Development Team

This department specializes in providing life insurance solutions and support to clients.

Life Insurance Services

This department focuses on identifying growth opportunities, building relationships, and driving sales initiatives.

eFinancial

Org chart

Teams

Sales Team

Client Solutions

Sales Management

Software Development Team

Life Insurance Services

Business Development

Offices

eFinancial

Org chart

Teams

Sales Team

Client Solutions

Sales Management

Software Development Team

Life Insurance Services

Business Development

Offices

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