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STEVE WEBBRegional Account Manager
Location Rexburg, Idaho College Brigham Young University - Idaho Degree Business Management |
What brought you to Topo Financial?
I have worked in the insurance industry since 2005 and I haven't seen a company like Topo who is looking to change the way insurance is purchased. With new technology and new distribution channels it was too good of an opportunity to pass up.
Describe your role within the company.
I oversee a team of marketing reps and work the independent brokerage division. We work with financial planners and insurance agents all over the country and assist them in selling financial products to their clients.
What makes Topo Financial different?
We care about our clients and we make sure we get things done for them. We provide essential technology that allows our advisors to efficiently sell financial products in a mobile world.
How does Topo Financial compare to your previous places of employment?
I have worked at some great companies previously, but none of them have been like Topo. Topo provides all of the tools for us to succeed, have a great work environment and feel good at the end of the day.
What kinds of things do you do every day to help clients?
My job is to fit financial plans to our advisor's personal clients, making sure they have all of the coverage they need along with the opportunity to build wealth.
What does it take to be successful at Topo Financial?
Problem solvers will thrive in this industry. One needs to be able to see a problem, analyze it and then fix it and repeat the same process the next day.
I have worked in the insurance industry since 2005 and I haven't seen a company like Topo who is looking to change the way insurance is purchased. With new technology and new distribution channels it was too good of an opportunity to pass up.
Describe your role within the company.
I oversee a team of marketing reps and work the independent brokerage division. We work with financial planners and insurance agents all over the country and assist them in selling financial products to their clients.
What makes Topo Financial different?
We care about our clients and we make sure we get things done for them. We provide essential technology that allows our advisors to efficiently sell financial products in a mobile world.
How does Topo Financial compare to your previous places of employment?
I have worked at some great companies previously, but none of them have been like Topo. Topo provides all of the tools for us to succeed, have a great work environment and feel good at the end of the day.
What kinds of things do you do every day to help clients?
My job is to fit financial plans to our advisor's personal clients, making sure they have all of the coverage they need along with the opportunity to build wealth.
What does it take to be successful at Topo Financial?
Problem solvers will thrive in this industry. One needs to be able to see a problem, analyze it and then fix it and repeat the same process the next day.
