Financial Services Associate

Treloar & Heisel • New Castle, PA

167d • $50,000

About The Position

Treloar & Heisel is a premier financial services firm with a national presence and a strong reputation for serving the unique needs of dentists and doctors. With a proven system for client acquisition and a robust support infrastructure, we help thousands of professionals each year secure their financial futures through insurance, investment, and planning solutions. We are seeking driven and talented individuals to join our team as Financial Services Associates. This is a unique opportunity to build a rewarding career in financial services, backed by a comprehensive training program and ongoing mentorship. Associates will begin their careers at our headquarters in the Greater Pittsburgh, PA area, where they will complete training and begin working with prospects. Upon promotion, associates will have the opportunity to apply for open positions in various territories across the U.S.

Requirements

• Bachelor’s degree from a four-year college or university
• Life & Health license (required before start)
• Property & Casualty license (preferred, must obtain within 90 days)
• Willingness to relocate to Pennsylvania for initial role
• Ability to travel as required
• Must pass a background check

Responsibilities

• Complete a training program at our headquarters that will include classroom setting training, fieldwork, and mentorship
• Work with prospects and build relationships within our niche market of dental and medical professionals
• Deliver presentations and consultative services to prospective clients
• Prepare and submit insurance and investment applications
• Maintain detailed activity records and reports
• Attend trade shows and industry events

Benefits

• Compensation: $50,000 base salary + performance bonuses
• Relocation Assistance: Provided for initial move to Pennsylvania and upon promotion to future territory
• Travel: Approximately 15 weeks per year (3–5 days per trip), fully company-paid
• Ongoing Education & Support: Continued training, mentorship, and career development
• Career Mobility: Opportunity to apply for positions in other U.S. territories upon promotion
• 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
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree