Financial Services Professional

For over 75 years, TANNJ has been a trusted partner helping individuals, families, and business owners protect what matters most and plan for their financial future. We’re growing and seeking a motivated, people-focused Financial Professional with sales experience to join our dynamic team.

What You’ll Do

• Build and maintain strong, long-term relationships with clients through exceptional communication and service.
• Conduct thorough analyses of clients’ financial situations to uncover needs and identify opportunities for improvement.
• Provide expert advice on various financial products tailored to client goals.
• Engage in community outreach to promote financial solutions and expand market share
• Review existing and new financial agreements while ensuring clarity and trust.
• Collaborate with team members on marketing initiatives and client proposals to attract and retain clients.
• Manage follow-ups, documentation, and ongoing client communications with precision and care.
• Ensure all activities are compliant with industry regulations and ethical standards.
• Utilize Centers of Influence and referral strategies to expand your reach and book of business.
• (Optional) Serve as a bilingual or multilingual resource to support a diverse and growing community.

Who We’re Looking For

• Background in sales, retail, or Financial preferred — with strong advisory and relationship-building skills.
• Analytical thinker with the ability to assess financial needs and design tailored solutions.
• Excellent communication skills to explain complex financial concepts clearly and confidently.
• Self-motivated, goal-oriented, and committed to delivering outstanding client service.
• Bilingual or multilingual candidates are highly encouraged to apply.
• Life & Health Insurance license (or willingness to obtain)
• Optional securities licensing and American College designations are a plus
• Formal education in business or finance is a plus

What We Offer

• Comprehensive Benefits Package: Medical, Dental, Vision
• 401(k) with Company Match
• Pension Plan
• Paid Training Program
• Existing Book of Clients Provided – start generating income immediately
• Career Growth Opportunities – clear advancement path with ongoing mentorship
• Flexible Schedule
• Bi-Weekly Marketing Allowance
• Uncapped income potential - Earn commissions and bonuses

Location & Schedule

• Position is based in Cranford, NJ
• Reliable commute required (or willingness to relocate)

Ready to Launch Your Career?

This is more than a job — it’s a chance to change lives, including your own. Join a company with decades of trust in the community and build a future you can be proud of.

Job Type: Full-time

Pay: $57,732.11 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Vision insurance
• Work from home

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