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Market Leaders execute sales strategies by developing new business opportunities and maintaining strong relationships with regional banking divisions. They focus on achieving revenue growth and customer retention while collaborating closely with bank partners.

The Floating Operations Associate handles customer inquiries, processes transactions, performs account maintenance, and ensures compliance with regulations.

The Internal Sales Consultant collaborates with sales consultants and clients to manage schedules, prepare documentation, assist onboarding, and maintain office supplies.

The Market Leader is responsible for relationship management, business development, and achieving sales goals within assigned community bank regions, focusing on commercial banking and insurance products.

The Plan Administration Analyst creates and manages plan documents and amendments, ensuring compliance with ERISA laws and providing internal support for document-related queries.

The Internal Sales Specialist coordinates internal sales activities, supports consultants and clients, and prepares materials while managing schedules and onboarding new clients.

The Technical Associate II installs and repairs computer systems, performs maintenance and troubleshooting, and documents upgrades under supervision.

Prepare associates for mid-level roles is a 12-month training program focusing on banking operations and department rotations for skill development.

The Sales Consultant is responsible for marketing EPIC's services to financial institutions, developing client relationships, and ensuring customer satisfaction.

The Financial Consultant interviews clients to assess investment and insurance needs, recommends products, monitors client performance, and collaborates with branches on sales efforts.