Financial Services Associate — Insurance & Growth

Epic Insurance; New Castle (PA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship program

Career progression

Paid time off

Employee referral bonus $1,500

Diversity and inclusion programs

Job summary

EPIC Insurance Brokers & Consultants in New Castle, PA, seeks a motivated Financial Services Associate to grow our client base. You will build relationships, identify client needs, and support financial professionals with tailored solutions.

This paid training opportunity includes a base salary plus performance-based incentives and a clear career path. Travel is required after training, and relocation may be considered.

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 licenses, or the ability to obtain them.

Responsibilities

• 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.

Skills

Excellent communication

Willingness to relocate

Travel regularly

Licenses in Life & Health or P&C

Job description

EPIC Insurance Brokers & Consultants in New Castle, PA, seeks a motivated Financial Services Associate to grow our client base. You will build relationships, identify client needs, and support financial professionals with tailored solutions.

This paid training opportunity includes a base salary plus performance-based incentives and a clear career path. Travel is required after training, and relocation may be considered.