Lead Generation Specialist
EPIC Insurance Brokers & Consultants · New Castle, PA · 2 wk ago
On-siteMarketingFull-time
EPIC Brokers is currently seeking talented professionals to join our dynamic team. If you are passionate about finance and ready to take on new challenges, we encourage you to apply.
About the role
EPIC Brokers is a leading financial services firm dedicated to providing exceptional brokerage services to our clients. We are seeking individuals who can contribute to our mission of excellence in customer service and investment advice.
Responsibilities
- Provide high-quality client service and support
- Manage client portfolios and execute trades
- Stay updated on market trends and provide investment recommendations
- Collaborate with other departments to ensure seamless service delivery
Requirements
- Bachelor's degree in Finance, Business Administration, or related field
- 2+ years of relevant work experience in the financial industry
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite
Qualifications
- Passionate about helping others achieve their financial goals
- Ability to work independently and as part of a team
- Strong attention to detail and organizational skills
Skills
- Knowledge of financial markets and instruments
- Experience with financial software and tools
- Effective written and verbal communication skills
Benefits
EPIC Brokers offers a competitive benefits package including health insurance, retirement plans, and paid time off.
Pay
Compensation is commensurate with experience and qualifications.
Schedule
Our office hours are Monday through Friday from 9:00 AM to 5:00 PM. Occasional evening and weekend work may be required based on business needs.