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EPIC Insurance Brokers & Consultants · 1 day ago

Financial Services Representative

New Castle, PA

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $65K/yr

EPIC Insurance Brokers & Consultants is a premier financial services firm specializing in serving dental and medical professionals. They are seeking energetic and motivated individuals for the role of Financial Services Representative to generate qualified leads and promote their brand across key markets.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Amanda Tetzlaff

Responsibilities

Represent Treloar & Heisel at trade shows, vendor fairs, school events, and networking functions

Conduct outreach via phone, email, and social media to generate qualified leads

Coordinate and host local events and educational sessions

Promote our brand to our network of applicants and clients

Collaborate with regional teams on marketing campaigns and lead generation strategies

Maintain accurate records of outreach activities and lead quality

Travel independently and with advisors across a multi-state territory

Create and share engaging social media content to promote events and brand initiatives

Contribute field insights to support digital marketing strategy development

Qualification

Life & Health licenseProperty & Casualty licenseBachelor’s degreeNetworkingInterpersonal skillsCommunication skillsRelationship-building

Required

Bachelor's degree from a four-year college or university

Strong interpersonal and communication skills

Self-starter with a passion for networking and relationship-building

Willingness to relocate to Pennsylvania

Ability to travel as required

Must obtain Life & Health license within 90 days and Property & Casualty license within 6 months

Must pass a background check

Benefits

Generous Paid Time off

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

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007