Financial Services Associate - Build Relationships & Growth

EPIC Insurance Brokers & Consultants; Youngstown (OH); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training program

Mentorship from experienced financials

Career progression opportunities

Performance-based incentives

Generous PTO

Job summary

EPIC Insurance Brokers & Consultants is seeking an Associate Producer (Business Development Track) to build relationships and drive growth in the New Castle, PA area. The role offers a base salary with incentive compensation and opportunities to advance in financial services.

In this paid training program, you will develop client solutions by meeting prospective clients, presenting to organizations, and supporting seasoned professionals.

Qualifications

• Excellent communication and interpersonal skills.
• Willingness to relocate after training.
• Ability and willingness to travel regularly.
• Licenses (Life & Health and/or Property & Casualty) or ability to obtain them.

Responsibilities

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

Skills

Communication skills

Relocation willingness

Travel willingness

Networking

Education

Licenses: Life & Health or Property & Casualty

Job description

EPIC Insurance Brokers & Consultants is seeking an Associate Producer (Business Development Track) to build relationships and drive growth in the New Castle, PA area. The role offers a base salary with incentive compensation and opportunities to advance in financial services.

In this paid training program, you will develop client solutions by meeting prospective clients, presenting to organizations, and supporting seasoned professionals.