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TANNJ

Financial Services Professional Insurance and Retirement Planning Advisor

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$103,472 / year median in New Jersey

+1% projected growth

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Job Description

Financial Services Professional Insurance and Retirement Planning Advisor TANNJ Cranford, NJ Job Details Full-time $77,000
  • $167,000 a year 4 hours ago Benefits Paid training Health insurance Dental insurance 401(k) Pension plan Vision insurance 401(k) matching Opportunities for advancement Flexible schedule Qualifications Life Insurance License Financial sales Insurance sales
Full Job Description Job Title:
Financial Advisor / Insurance Agent (Training Provided + Existing Clients + Uncapped Income)
Location:
Cranford, NJ and Remote Job Description For over 75 years, TANNJ has helped individuals, families, and business owners protect what matters most and build tax-efficient financial strategies. We are growing and seeking motivated individuals—including licensed life insurance agents—who want to develop into top-performing Financial Advisors. Whether you have experience or are newer to the industry, we provide the training, mentorship, and real-world support to help you succeed quickly. Why Join TANNJ Existing Client Opportunities Provided
  • start building income faster Paid Training + Hands-On Mentorship Uncapped Compensation
  • commissions, bonuses, and incentives Marketing Support + Bi-Weekly Allowance Clear Career Path
  • opportunities for advancement into leadership Flexible Schedule / Hybrid Work Environment Responsibilities Build and manage a book of business through referrals, networking, and community outreach Conduct financial needs analysis and recommend appropriate solutions Assist clients with life insurance, retirement planning, and income strategies Review existing policies and identify opportunities for improvement Maintain strong client relationships through consistent follow-up and service Collaborate with experienced advisors on case design and client strategies Ensure all activities meet state insurance and compliance standards Qualifications Licensed Life Insurance Agent (preferred) or willingness to obtain quickly Sales, customer service, or financial services experience preferred Strong communication and relationship-building skills Self-motivated, coachable, and goal-oriented Bilingual or multilingual candidates encouraged to apply Licenses (Preferred, Not Required) Life & Health Insurance License (Required) Securities licenses (Series 6, 7, 63, 65) (Plus) Compensation & Benefits Uncapped earning potential (commission + bonuses) 401(k) with company match + pension plan Medical, dental, and vision insurance Paid training program Ongoing mentorship and professional development Location Cranford, NJ Reliable commute required or willingness to relocate
Keywords:
Financial Advisor, Insurance Agent, Entry-Level Financial Advisor, Life Insurance Sales, Financial Services, Retirement Planning, Sales, Client Advisor, Commission Sales, Training Provided, Career Change, Wealth Building, Business Development Apply today to start building a career with long-term growth and income potential.
Job Type:
Full-time Pay:
$77,000.00
  • $167,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Vision insurance
Experience:
Financial Services:
1 year (Required)
License/Certification:
Life and Health Insurance License (Required) Ability to
Commute:
Cranford, NJ 07016 (Required)
Work Location:
Hybrid remote in Cranford, NJ 07016