Financial Services Representative

Financial Services Representative

Entry-Level Opportunity in Financial Services
Treloar & Heisel – A Division of EPIC Brokers
Location: Greater Pittsburgh, PA (Relocation Assistance Provided)
Future Opportunities: Available nationwide upon promotion

About Us

Treloar & Heisel is a premier financial services firm with a national footprint, specializing in serving dental and medical professionals. We offer a proven client acquisition system, strong support infrastructure, and a mission-driven culture focused on helping professionals secure their financial futures.

Position Overview

We’re looking for energetic, outgoing, and motivated individuals to join our team as Financial Services Representatives. This entry-level role is ideal for those seeking to launch a career in financial services and business development. You’ll be instrumental in expanding our reach by generating qualified leads and promoting our brand across key markets, working closely with regional teams and licensed advisors.

Key Responsibilities

• Represent Treloar & Heisel at trade shows, vendor fairs, school events, and networking functions
• Conduct outreach via phone, email, and social media to generate qualified leads
• Coordinate and host local events and educational sessions
• Promote our brand to our network of applicants and clients
• Collaborate with regional teams on marketing campaigns and lead generation strategies
• Maintain accurate records of outreach activities and lead quality
• Travel independently and with advisors across a multi-state territory
• Create and share engaging social media content to promote events and brand initiatives
• Contribute field insights to support digital marketing strategy development

What We Offer

• Compensation: $55,000 base salary up to $10,000 year-end bonus
• Relocation Assistance: Provided for initial move to Pennsylvania and upon promotion
• Travel: ~15 weeks/year (3–5 days per trip), company-paid
• Training & Development: Comprehensive onboarding, mentorship, and career pathing
• Career Growth: Clear path to promotion into a licensed Financial Advisory roles

Qualifications

• Bachelor’s degree from a four-year college or university
• Strong interpersonal and communication skills
• Self-starter with a passion for networking and relationship-building
• Willingness to relocate to Pennsylvania
• Ability to travel as required
• Must obtain Life & Health license within 90 days and Property & Casualty license within 6 months
• Must pass a background check

Success Metrics

• Number of qualified leads generated
• Event attendance and engagement
• Outreach activity (calls, emails, meetings set)
• Regional brand awareness and impressions

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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