Financial Services Associate: Training & Growth

EPIC Insurance Brokers & Consultants; New Castle (PA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training and development

Ongoing mentorship

Clear career progression

401(k) matching

Medical, dental, vision insurance

Paid time off and holidays

Job summary

EPIC Insurance Brokers & Consultants in New Castle, PA is seeking a motivated Financial Services Associate on the Business Development track. You will build relationships, identify client needs, and support financial professionals in delivering solutions.

This paid training program leads to a performance-based career in business development and sales, with base salary plus commission and opportunities to advance across EPIC's nationwide network.

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 the ability to obtain them.
• Preferred: previous sales, business development, customer service, or client-facing experience.
• Experience presenting to groups is a plus.

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

Communication skills

Interpersonal skills

Relocation willingness

Travel willingness

Insurance licenses

Sales experience

Relationship building

Networking

Job description

EPIC Insurance Brokers & Consultants in New Castle, PA is seeking a motivated Financial Services Associate on the Business Development track. You will build relationships, identify client needs, and support financial professionals in delivering solutions.

This paid training program leads to a performance-based career in business development and sales, with base salary plus commission and opportunities to advance across EPIC's nationwide network.