Financial Services Associate

Edgewoodpartnersinsurancecenter; New Castle (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training and development program

Generous Paid Time Off

Employee referral bonus program

Job summary

Edgewoodpartnersinsurancecenter is hiring a Financial Services Associate in New Castle, PA, focused on building relationships and driving growth. This full-time position offers training and future territory assignments.

The role involves generating new business opportunities, meeting clients, and delivering presentations. Candidates should possess a Bachelor's degree and strong communication skills, with a willingness to relocate and travel.

Benefits include comprehensive training, a culture of collaboration, and employee recognition programs.

Qualifications

• Excellent communication and interpersonal skills.
• Willingness to relocate following the training period.
• Ability and willingness to travel regularly.
• Life & Health and/or Property & Casualty insurance licenses, or ability to obtain.

Responsibilities

• Generate new business opportunities through networking, prospecting, referrals, and relationship-building.
• Meet with prospective clients to understand their financial needs.
• Attend industry conferences and networking events.

Skills

Communication skills

Relationship building

Sales motivation

Education

Bachelor's degree

Job description

LOCATION: New Castle, PA

JOB OVERVIEW: Financial Services Associate (Business Development Track)

Build Relationships. Drive Growth. Launch Your Career in Financial Services.

Location: New Castle, PA (Training Program) + Future Territory Assignment
Job Type: Full-Time
Travel: Required
Career Path: Business Development & Financial Services

Looking for a Career Where Your Effort Drives Your Success?

Are you a motivated, relationship-driven professional who enjoys meeting new people, building connections, and creating opportunities? If you're seeking an exciting career outside of a traditional desk environment, this could be the opportunity for you.

As a Financial Services Associate, you'll play a key role in driving business growth by developing professional relationships, identifying client needs, and supporting financial professionals in delivering solutions that help individuals and businesses achieve their goals. Through comprehensive training, mentorship, and hands‑on experience, you'll build the foundation for a successful career in business development and financial services.

What You'll Do

• Generate new business opportunities through networking, prospecting, referrals, and relationship-building activities.
• Meet with prospective clients to understand their financial needs and recommend appropriate solutions.
• Deliver presentations to professional organizations, businesses, and prospective clients.
• Attend industry conferences, trade shows, and networking events to expand your professional network.
• Partner with senior financial professionals to develop and strengthen client relationships.
• Gain expertise in financial services, insurance products, and client engagement strategies.
• Maintain accurate records of business development activities and manage an active sales pipeline.
• Follow up on leads and opportunities to support ongoing business growth.

What Makes You a Great Fit?

Successful candidates are often:

• Naturally outgoing and relationship-oriented.
• Motivated by goals, competition, and results.
• Strong communicators who are confident in engaging with new people.
• Interested in sales, business development, and client-facing work.
• Recent graduates seeking a dynamic alternative to a traditional corporate role.
• Eager to build a long-term career in financial services and business development.

Qualifications

Required

• Bachelor's degree.
• Excellent communication and interpersonal skills.
• Willingness to relocate following the training period.
• Ability and willingness to travel regularly.
• Life & Health and/or Property & Casualty insurance licenses, or the ability to obtain them.

Preferred

• Previous sales, business development, customer service, or client-facing experience.
• Experience presenting to groups, organizations, or professional audiences.
• Demonstrated leadership, networking, or community involvement.

Ready to Build Your Future?

If you're energized by meeting people, creating opportunities, and developing meaningful client relationships, we encourage you to apply and begin your career journey in financial services and business development.

COMPENSATION

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

Why EPIC

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth.

We Offer

• Comprehensive training and development program.
• Ongoing mentorship from experienced financial services professionals.
• Clear career progression and advancement opportunities.
• Valuable exposure to business development, sales strategy, and client relationship management.
• Performance-driven environment where initiative, effort, and results are recognized and rewarded.
• Opportunity to develop a professional network and build a rewarding long-term career.
• Generous Paid Time off (Managed PTO for salaried/exempt employees, 22 PTO days for hourly/non‑exempt employees, 12 company‑observed paid holidays, 4 early‑close days).
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
• Generous employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs.
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.
• Additional benefits include: 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.
• 50/50 Work Culture: EPIC fosters a culture of collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.