Training Built to Turn Potential Into Performance
You do not need to arrive knowing everything.
eFund gives you a structured system, practical training, and ongoing coaching to help you build confidence, sharpen your skills, and become a stronger salesperson.
Start with the Right
Foundation
Before beginning eFund training, agents must hold an active insurance license.
If you are not yet licensed, we help you get started and contribute $150 toward the licensing course.
Most focused candidates can complete the licensing process in approximately 7–14 days.
Learn the Entire Sales
Process
Your training begins inside eFund’s online learning platform.
During the first three days, you will work through videos, lessons, and questions covering the sales process from start to finish.
A trainer is there to support you, but you will also be expected to stay focused, work independently, and take ownership of what you learn.
Training Includes
Practice What You Learn
Mock Calls
Call Reviews
Breakout
Live Coaching
The goal is simple: learn the process, practice it, and apply it consistently.
Keep Getting Better
Training does not end after onboarding.
Your calls continue to be reviewed, your progress is measured, and coaching remains part of the job as your confidence and production grow.
Start Taking Calls
New agents begin live calls with manager support.
Leaders listen, coach, and step in when needed so you can improve in real time.
A Clear Path Forward
30 Days
Learn the process and build consistency.
60 Days
Strengthen your call skills & consistency.
90 Days
Your full potential starts to shine.
The Opportunity Is Real.
So Is the Expectation.
eFund provides the training, leads, coaching, and structure. You bring the discipline to follow the process, accept feedback, and keep improving.
Start the Application
Enter your contact information into our ADP system. Check your email to continue the application process.
Finish the Application
Submit your PDF resume and answer 10 questions about your work history. If you're a good fit, we'll email a Calendly invite.
Interview with Us
Meet with our recruiting team to discuss the position you applied for, your experience, and the next steps toward joining eFund.
Onboard & Start Selling
All new agents are trained on our process. We also provide financial assistance for people who are not licensed.
Apply Now
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Inside eFund Insurance
News, updates, team stories, events, hiring announcements, and a closer look at the people and culture behind eFund.
