Financial Services & Business Development Associate

EPIC Brokers; Town of New Castle (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Comprehensive training and development

Mentorship program

Clear career progression

Paid time off

401(k) matching

Job summary

EPIC Insurance Brokers & Consultants invites motivated professionals to join our Financial Services Associate program in New Castle, PA. Training leads to a career in business development and financial services with travel required and a path toward leadership within a growing national firm.

We value outgoing, results-driven individuals who excel at relationship building, presenting to groups, and identifying client needs.

Qualifications

• Bachelor’s degree required.
• 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.

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

Relationship-building

Communication

Sales interest

Networking

Public speaking

Education

Bachelor’s degree

Job description

EPIC Insurance Brokers & Consultants invites motivated professionals to join our Financial Services Associate program in New Castle, PA. Training leads to a career in business development and financial services with travel required and a path toward leadership within a growing national firm.

We value outgoing, results-driven individuals who excel at relationship building, presenting to groups, and identifying client needs.