Licensed Insurance Associate (Financial Services)

Location: New Castle, Pennsylvania, United States; paid training followed by a future territory assignment. Full-time role with regular travel and willingness to relocate after training required.

Company

EPIC Insurance Brokers & Consultants is a nationwide insurance brokerage and consulting firm with more than 4,000 employees and over 60 offices, including the Treloar & Heisel division serving dental and medical professionals.

What you will do

• Generate new business through networking, prospecting, referrals, and relationship-building activities.
• Meet prospective clients, identify financial needs, and recommend appropriate insurance and financial solutions.
• Deliver presentations to professional organizations, businesses, and prospective clients.
• Attend conferences, trade shows, and networking events to expand the professional network.
• Partner with senior financial professionals to develop client relationships and support business growth.
• Maintain accurate business development records, manage the sales pipeline, and follow up on leads.

Requirements

• Bachelor's degree.
• Excellent communication and interpersonal skills.
• Interest in sales, business development, financial services, and client-facing work.
• 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 have

• Sales, business development, customer service, or other client-facing experience.
• Experience presenting to groups, organizations, or professional audiences.
• Leadership, networking, or community involvement.

Culture & Benefits

• Paid training, ongoing mentorship, and clear career progression in business development and financial services.
• Performance-based incentive compensation with unlimited earning potential based on sales.
• Paid time off, 12 company-observed holidays, early-close days, and paid parental and other leave options.
• Tuition reimbursement, leadership development, employee recognition programs, and referral bonuses.
• 401(k) matching, medical, dental and vision insurance, wellness programs, employee assistance, and additional protection and family-support benefits.
• Collaborative 50/50 work culture focused on teamwork, inclusion, professional growth, and community involvement.