Treloar & Heisel
Treloar & Heisel
Posted 1 day ago
Internship
New Castle, Pennsylvania
In Person
Smart Summary
The intern will assist with data entry, quality assurance, and client service activities while supporting marketing and sales initiatives. They will also shadow professionals to gain exposure to financial services and business operations.
EPIC Insurance Brokers & Consultants is seeking a Financial Services Intern to support Marketing, Sales, and Operations. Ideal candidates will be junior or senior-level students in relevant majors such as Business, Finance, Marketing, or Communications. Strong organizational and communication skills, along with proficiency in Microsoft Office, are required.
Must Have Skills for ATS
Data entry
Quality assurance
Client service
Social media management
Marketing campaign planning
Event coordination
Sales lead management
Administrative tasks
Microsoft Word
Microsoft Excel
Microsoft Outlook
Communication
Organizational skills
Attention to detail
Collaboration
Job Description
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!
We are hiring for a Financial Services Intern
Position Type: Intern (Full Time, Summer Program)
JOB OVERVIEW:
The Treloar & Heisel (An Epic Brokers-owned company) Summer Internship Program provides hands-on experience across several core business areas, including Marketing, Sales, and Operations. Interns will contribute to meaningful projects that support business operations, client service, data integrity, and communication initiatives.
This program is designed for students seeking to develop strong professional skills, gain exposure to financial services and business operations, and understand how cross-functional teams collaborate to serve clients effectively.
LOCATION: New Castle, PA-In office
WHAT YOU’LL DO:
WHAT YOU'LL BRING:
• Junior or Senior level students preferred; relevant majors welcome (e.g., Business, Finance, Marketing, Communications).
• Excellent organizational skills and strong attention to detail.
• Ability to manage multiple tasks in a dynamic environment.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively across teams.
• Proficiency with Microsoft Word, Excel, Outlook; willingness to learn new tools and software
COMPENSATION:
The national average hourly rate for this nonexempt role is $14.00 an hour, exclusive of any bonuses or benefits. The compensation offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.
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:
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.
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Treloar & Heisel
Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services. What started as a family enterprise over half a century ago is now a financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. Our experienced team delivers custom-tailored advice through an active local presence, while our strong national network ensures that our clients experience the same high level of service they have come to expect from us - no matter where they move within the United States. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Treloar & Heisel Wealth Management and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.
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