Financial Services Associate - Business Development

Edgewoodpartnersinsurancecenter; New Castle (PA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Structured training

Mentorship

Career progression

Generous PTO

Job summary

EPIC Insurance Brokers & Consultants is seeking a motivated Financial Services Associate (Business Development Track) in New Castle, PA. This full-time role trains you through a comprehensive program, with a future territory assignment and required travel.

You will build relationships, identify client needs, and support financial professionals in delivering tailored insurance and financial solutions. The position offers mentorship, training, and clear career progression in a dynamic,

Qualifications

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

Responsibilities

• Generate new business opportunities through networking, prospecting, referrals, and relationship-building activities.
• Meet with prospective clients to understand financial needs and recommend solutions.
• Deliver presentations to professional organizations, businesses, and prospective clients.
• Attend industry conferences, trade shows, and networking events to expand 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 records of business development activities and manage a sales pipeline.
• Follow up on leads to support ongoing business growth.

Skills

Excellent communication

Interpersonal skills

Education

Bachelor's degree

Job description

EPIC Insurance Brokers & Consultants is seeking a motivated Financial Services Associate (Business Development Track) in New Castle, PA. This full-time role trains you through a comprehensive program, with a future territory assignment and required travel.

You will build relationships, identify client needs, and support financial professionals in delivering tailored insurance and financial solutions. The position offers mentorship, training, and clear career progression in a dynamic,