Financial Services Associate
EPIC Insurance Brokers & Consultants · Youngstown, OH · 2 wk ago
On-siteFinanceFull-time
Job Overview
Financial Services Associate (Business Development Track)
Location
New Castle, PA (Training Program) + Future Territory Assignment
Job Type
Full-Time
Travel
Required
Career Path
Business Development & Financial Services
Qualifications
- 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.
What You'll Do
- 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.
What Makes You a Great Fit?
- 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.