Financial Services Associate

Treloar & Heisel • New Castle, PA

7h • Hybrid

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking motivated individuals who align with their core values of Owner mindset, Inspire trust, Think big, and Drive results. The EPIC division, Treloar & Heisel, specializes in serving dental and medical professionals by helping them secure their financial future. This role is a full-time position based in New Castle, PA, with a training program and future territory assignment. It offers a career path in Business Development & Financial Services, focusing on building relationships and driving growth outside of a traditional desk environment. The Financial Services Associate will be responsible for developing professional relationships, identifying client needs, and supporting financial professionals in delivering solutions. Comprehensive training, mentorship, and hands-on experience will be provided to build a foundation for a successful career.

Requirements

• Bachelor's degree.
• 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.

Nice To Haves

• Previous sales, business development, customer service, or client-facing experience.
• Experience presenting to groups, organizations, or professional audiences.
• Demonstrated leadership, networking, or community involvement.

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.

Benefits

• Comprehensive training and development program.
• Ongoing mentorship from experienced financial services professionals.
• Clear career progression and advancement opportunities.
• Valuable exposure to business development, sales strategy, and client relationship management.
• Performance-driven environment where initiative, effort, and results are recognized and rewarded.
• Opportunity to develop a professional network and build a rewarding long-term career.
• Generous Paid Time off (22 PTO days starting out for hourly/non-exempt employees; Managed PTO for salaried/exempt employees)
• 12 company-observed paid holidays
• 4 early-close days
• 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
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level