About

Are you driven, coachable, and ready to build a meaningful career in financial services? Planning Alliance is looking for ambitious individuals to join our sales team — a team that’s been helping individuals, families, and businesses navigate wealth and risk management since 1955.

This is more than just a job — it's a long-term career path with training, mentorship, flexibility, and the opportunity to grow into leadership roles while earning a great income.

What You'll Do:

• Prospect and engage with leads to uncover financial needs and goals.
• Conduct sales meetings to present customized strategies using insurance, investment, and wealth management tools.
• Follow up consistently and build lasting client relationships based on trust, education, and service.
• Work closely with our leadership and business development teams in joint sales meetings to learn and close with confidence.
• Set activity goals, track performance, and use real-time feedback to continually improve your sales outcomes.

Why Planning Alliance?

We combine tradition and innovation to give our team the tools to thrive in today’s dynamic financial landscape. You'll enjoy:

• W2 Statutory Role with a non-recourse draw against commissions, signing bonus upon contract, and predictable monthly income.
• All-Commission Pay – You’re in control: the harder you work, the more you earn
• Comprehensive Benefits including health, dental, 401(k) with match and Roth options, and a non-contributory pension plan.
• Professional Growth with career development tracks, national training experiences, and mentorship from seasoned professionals.
• Modern Workspaces located in Woodcliff Lake and Shrewsbury, NJ, and flexible autonomy over your schedule.
• A Meaningful Mission: Help others protect what matters and plan for what’s ahead — while building a future you can be proud of.

What We're Looking For:

• A strong desire to build a long-term career in financial services.
• Coachable, self-motivated, and people-oriented individuals.
• Ability to obtain required insurance and securities licenses (we will cover all associated costs!).

If you’re ready to stop searching for “just another job” and start investing in a career that grows with you, let’s talk.

Apply now to start your journey with Planning Alliance — where your future is part of the plan.

Job Type: Full-time

Pay: $95,000.00 - $105,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Professional development assistance
• Retirement plan

Work Location: In person