EPIC Brokers

EPIC Brokers

Financial Services Associate

134 E Washington St, New Castle PA 16101; 31 S · Full-time

Sponsorship not specifiedDetected 1 day ago
RESTSalesBusiness DevelopmentCustomer SupportWordPressEpicLeadershipCommunicationCollaborationMentoringPublic SpeakingProperty & Casualty

About the role

  • Financial Services Associate (Business Development Track)
  • Launch Your Career in Financial Services.

Responsibilities

  • Generate new business opportunities through networking, prospecting, referrals, and relationship-building activities.
  • Deliver presentations to professional organizations, businesses, and prospective clients.
  • Partner with senior financial professionals to develop and strengthen client relationships.
  • Maintain accurate records of business development activities and manage an active sales pipeline.
  • Follow up on leads and opportunities to support ongoing business growth.
  • Opportunity to develop a professional network and build a rewarding long-term career.

Requirements

  • Bachelor's degree.
  • Previous sales, business development, customer service, or client-facing experience.
  • Experience presenting to groups, organizations, or professional audiences.
  • 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.
  • Preferred
  • Demonstrated leadership, networking, or community involvement.
  • Ready to Build Your Future?
  • If you're energized by meeting people, creating opportunities, and developing meaningful client relationships, we encourage you to apply and begin your career journey in financial services and business development.

Skills

  • https://www.epicbrokers.com/about/epic-careers/.

Compensation

  • The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
  • 22 PTO days starting out for hourly/non-exempt employees

Benefits

  • 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral

Company info

  • EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
  • It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.