New Castle, Pennsylvania, United States · On-site
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Business development, Networking, Prospecting, Relationship building, Sales
United States · Hybrid
$53/hr–$56/hr
Our ideal candidate will reside in or near Seattle, WA Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and…
Skills: Client Relationship Management, Benefits Consulting, Insurance Brokerage, Market Analysis, Premium Negotiation
Summit, New Jersey, United States · Hybrid
$125k–$150k/yr
Location: Hybrid to NY (Melville or NYC) or NJ (Summit, Jersey City or Mt. Laurel). Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Commercial Property & Casualty Insurance, Construction Risk Management, Client Relationship Management, Contract Review, Risk Transfer Analysis
Jersey City, New Jersey, United States · Hybrid
$125k–$150k/yr
Location: Hybrid to NY (Melville or NYC) or NJ (Summit, Jersey City or Mt. Laurel). Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Commercial Property & Casualty Insurance, Construction Risk Management, Client Relationship Management, Contract Review, Risk Transfer Analysis
New York, New York, United States · Hybrid
$125k–$150k/yr
Location: Hybrid to NY (Melville or NYC) or NJ (Summit, Jersey City or Mt. Laurel). Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Commercial Property & Casualty Insurance, Construction Risk Management, Client Relationship Management, Contract Review, Risk Transfer Analysis
Melville, New York, United States · Hybrid
$125k–$150k/yr
Location: Hybrid to NY (Melville or NYC) or NJ (Summit, Jersey City, Mt. Laurel) Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insu…
Skills: Commercial Property & Casualty Insurance, Construction Risk Management, Client Relationship Management, Contract Review, Risk Transfer Analysis
New York, New York, United States · Hybrid
$130k–$140k/yr
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Property & Casualty insurance, Risk management, Financial services, Exposure analysis, Renewal process management
Greenwich, Connecticut, United States · Hybrid
$150k–$175k/yr
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Property & Casualty insurance, Risk management, Private equity, M&A, Portfolio management
New York, New York, United States · Hybrid
$150k–$175k/yr
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Property & Casualty insurance, Risk management, Private equity, M&A, Portfolio management
United States · Remote OK
$275k–$325k/yr
About Artemetrx Artemetrx is PSG’s healthcare analytics, technology, and advisory business, helping healthcare organizations transform complex healthcare data into actionable insights, strategic decisions, and measurable…
Skills: Strategic planning, P&L management, Healthcare analytics, Business development, Product innovation
Alpharetta, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Commercial insurance, Risk consulting, Account management, Policy negotiation, Client service
Duluth, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Commercial insurance operations, Client service, Administrative support, Data entry, Policy servicing
New York, New York, United States · Hybrid
$175k–$200k/yr
LOCATION: Hybrid, NYC midtown office. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capabl…
Skills: Operational leadership, Implementation management, Scalable growth strategy, Cross-functional execution, Governance frameworks
Duluth, Georgia, United States · On-site
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Multi-tasking, Prioritization, Client Communication, Organizational Skills, Analytical Ability
Duluth, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Insurance due diligence, M&A transactions, Risk management, Coverage analysis, Client service
Duluth, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Client Management, Risk Management, M&A Insurance Due Diligence, Insurance Program Structuring, Claims Advocacy
Chicago, Illinois, United States · Hybrid
$95k–$115k/yr
LOCATION: Hybrid, Chicago, IL Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, commi…
Skills: Client management, Problem solving, Insurance brokerage, Renewal management, Account rounding
New Castle, Pennsylvania, United States · On-site
Brand Ambassador -Kickstart Your Career in Brand Engagement Treloar & Heisel – A Division of EPIC Brokers Location: New Castle, PA (Relocation Assistance Provided) Come join our team! There are many reasons why EPIC Insu…
Skills: Brand awareness, Networking, Communication skills, Social media management, Lead generation
United States · Remote Solely
$35/hr–$50/hr
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Proofreading, Copywriting, Editing, Project management, Microsoft Office
United States · Remote Solely
$110k–$140k/yr
Pharmaceutical Strategies Group (PSG) relentlessly advocates for clients as they navigate complex and ever-changing drug cost management challenges. Our mission, as we partner together with our clients, is to develop inn…
Skills: SQL, Python, R, Machine learning, Predictive modeling
New Castle, Pennsylvania, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Generate new business opportunities through networking, prospecting, and relationship-building activities. Partner with senior financial professionals to identify client needs and deliver tailored insurance solutions.
Requires a bachelor's degree and excellent communication skills. Candidates must be willing to travel and obtain Life & Health or Property & Casualty insurance licenses.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise help support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our EPIC division, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: New Castle, PA
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
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.
Successful candidates are often:
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.
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 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, 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. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI SG1
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. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
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. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
