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Topo Financial offers a kickstart to your career path in the financial services industry. We want our company to be centered around eager, motivated, and young talent who want to pursue a meaningful career in the financial world.
We'd love for individuals to not only have an amazing experience as they kickstart their career with Topo, but we provide an amazing opportunity to learn the industry, gain real tangible experience, and meet and discuss financial needs with clients. If someone comes through our program and works here for 3-4 years and wants to stay and make this a longer career we will be elated; however, if they want to move on to another firm then they will be ahead of the learning curve with the experience and professionalism they will obtain with Topo. |
Financial services is often difficult to break into and 1/4 of the workforce is due to retire in the next 2 years. There is huge advantages for talent to step into a trillion dollar industry and make a significant impact and really watch their career take off as they learn the industry.
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You'll be guided by a wide variety of seasoned professionals who have years of experience in financial services. We offer a paid licensing and training program to get new financial representatives up to speed as quickly as possible. We also offer additional course work and correlation meetings that place special emphasis on enhancing the client experience, knowledge sharing of industry best practices, learning and developing your product knowledge, and increasing your ability to articulate and communicate with clients about their financial needs. We offer mentoring with our executive team which have years of experience in related industries and running and managing large scale companies and startups. |
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Topo Financial wants to change the paradigm on how the industry engages and treats the client. Astonishingly, we still work with carriers who expect us to fax them a 15-page paper application. We want to revolutionize and change the client interaction, the submission process, the paramedical exam, and create an experience that a client expects from a modern and professional insurance brokerage. We want policies to be submitted electronically and processed quickly. We want clients to be in control of the type of policy, and we want an advisor to help every step of the way and provide the expertise and experience to help meet the client's financial needs. |
A normal life insurance policy takes 6-8 weeks to be processed and put in force and we want to get that down to 10-15 days. We'll be achieving this by building real-time quoting tools, and automation with strategic carriers and partners to decrease wait times and speed up submission and underwriting times to truly create a unique client experience.
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Topo Financial has a mantra that we are never satisfied with the way things currently work and operate. Just because something has been done a certain way for years does not automatically mean that it is done the right or most efficient way. Just because "it is just the way it has always been done" does not mean that it can't be updated, automated, streamlined, or done in a less risky way. The financial services industry--and especially the life insurance industry--is ripe for change and we have created a culture where every employee is challenged to be part of changing the way we do business on a daily basis. |
Every financial advisor, case manager, operations intern, graphic designer, and executive is striving to enhance the client's overall experience. We want to get better every single day and not because that's the cliche' but because we really mean it and we stand by it and deliver it as a matter of that's who we are.