Description
Financial Services Associate – Career Path to Nationwide Opportunities
Treloar & Heisel - A Division of EPIC Brokers
Location:
Initial role based in Greater Pittsburgh, PA (relocation assistance provided)
Future opportunities available across the U.S. upon promotion
About Us:
Treloar & Heisel is a premier financial services firm with a national presence and a strong reputation for serving the unique needs of dentists and doctors. With a proven system for client acquisition and a robust support infrastructure, we help thousands of professionals each year secure their financial futures through insurance, investment, and planning solutions.
Position Overview:
We are seeking driven and talented individuals to join our team as Financial Services Associates. This is a unique opportunity to build a rewarding career in financial services, backed by a comprehensive training program and ongoing mentorship.
Associates will begin their careers at our headquarters in the Greater Pittsburgh, PA area, where they will complete training and begin working with prospects. Upon promotion, associates will have the opportunity to apply for open positions in various territories across the U.S.
What You'll Do:
- Complete a training program at our headquarters that will include classroom setting training, fieldwork, and mentorship
- Work with prospects and build relationships within our niche market of dental and medical professionals
- Deliver presentations and consultative services to prospective clients
- Engage with prospects to assess their financial needs and provide tailored insurance and investment recommendations
- Maintain detailed activity records and reports
- Attend trade shows and industry events
What We Offer:
- Compensation: $50,000 base salary + performance bonuses
- Relocation Assistance: Provided for initial move to Pennsylvania and upon promotion to future territory
- Travel: Approximately 15 weeks per year (3–5 days per trip), company-paid
- Ongoing Education & Support: Continued training, mentorship, and career development
- Career Mobility: Opportunity to apply for positions in other U.S. territories upon promotion
Qualifications:
- Bachelor's degree from a four-year college or university
- Life & Health license (required before start)
- Property & Casualty license (preferred, must obtain within 90 days)
- Willingness to relocate to Pennsylvania for initial role
- Ability to travel as required
- Must pass a background check
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 San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps 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 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!
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:
- 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, Cancer 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.
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