Financial Services Associate

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!

Financial Services Associate (Business Development Track)

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.

• →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.

Successful candidates are often:

• 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.

• 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.

• Previous sales, business development, customer service, or client-facing experience.
• Experience presenting to groups, organizations, or professional audiences.
• Demonstrated leadership, networking, or community involvement.

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.