Financial Services Associate

Location

New Castle, PA

Financial Services Associate (Business Development Track)

Build Relationships. Drive Growth. Launch Your Career in Financial Services.

Location:

New Castle, PA (Training Program) + Future Territory Assignment

Job Type: Full-Time

Travel:
Required

Career Path:
Business Development & Financial Services

Are you a motivated, relationship-driven professional who enjoys meeting new people, building connections, and creating opportunities? If you're seeking an exciting career outside of a traditional desk environment, this could be the opportunity for you.

As a Financial Services Associate
, you'll play a key role in driving business growth by developing professional relationships, identifying client needs, and supporting financial professionals in delivering solutions that help individuals and businesses achieve their goals. Through comprehensive training, mentorship, and hands-on experience, you'll build the foundation for a successful career in business development and financial services.

• 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.

Successful candidates are often:

• Naturally outgoing and relationship-oriented.
• Motivated by goals, competition, and results.
• Strong communicators who are confident in engaging with new people.
• Interested in sales, business development, and client-facing work.
• Recent graduates seeking a dynamic alternative to a traditional corporate role.
• Eager to build a long-term career in financial services and business development.

• 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.

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

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.

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.

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth.

• 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

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…