Financial Services Associate

Job Overview

Financial Services Associate (Business Development Track) – New Castle, PA. Full‑time training program with future territory assignment. Requires travel. Business development and financial services career path.

• Generate new business opportunities through networking, prospecting, referrals, and relationship‑building activities.
• Meet prospective clients to understand financial needs and recommend solutions.
• Deliver presentations to professional organizations, businesses, and prospective clients.
• Attend industry conferences, trade shows, and networking events.
• 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 active sales pipeline.
• Follow up on leads and opportunities to support ongoing business growth.

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

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

Base pay determined by experience, skills, training, certifications, education, and market data.

• Comprehensive training and development program.
• Ongoing mentorship from experienced financial services professionals.
• Clear career progression and advancement opportunities.
• Performance‑driven environment recognizing initiative and results.
• Paid time off: 22 PTO days for hourly employees, 12 company‑observed holidays, 4 early‑close days.
• Generous leave options: paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
• Employee referral bonus of $1,500.
• Employee recognition programs.
• Additional benefits: 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.

EPIC adheres to all equal opportunity laws. We do not discriminate on the basis of race, color, religion, sex, national origin, disability, veteran status, age, or any other protected category. Massachusetts law prohibits requiring a lie detector test as a condition of employment.