Insurance Planning Associate

Description

Want to be the architect of lasting client relationships and a champion for their financial well-being?

Insurance Planning Associate

Have you begun building experience with life insurance or annuity products and discovered that you genuinely enjoy the technical and planning aspects of the work, but want something different from a traditional sales role? Perhaps you are seeking a transition into a fiduciary environment where advice, analysis, and client outcomes come first. Or you may be looking for a truly collaborative team setting with the opportunity to develop deep subject-matter expertise in insurance planning. If that resonates with you, trust that you’ll want to read on...

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership
  
  

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.

What You’ll Do

This role’s primary purpose is to support insurance and annuity planning within a comprehensive, fiduciary financial planning framework. You will focus on analyzing existing coverage, evaluating planning gaps, and assisting wealth managers with thoughtful, client-specific insurance solutions. We offer a collaborative, team-oriented environment with a reasonable and balanced workload.

• Insurance Policy Review & Analysis – Review existing life insurance, annuity, and related policies that clients bring to the firm. Assess policy structure, costs, performance, and suitability relative to the client’s financial plan
• Coverage Assessment – Help determine whether clients have an appropriate level and type of life insurance or annuity exposure based on goals such as income replacement, legacy planning, retirement income, or risk management
• Planning & Illustration Support– Coordinate with clients and insurance carriers to obtain in-force illustrations, request policy updates or modifications, and gather detailed policy data needed for analysis. Prepare clear summaries and comparison to support planning decisions
• Insurance Strategy Development – Under mentorship, learn and support insurance planning strategies used in wealth management, including permanent versus term insurance analysis, annuity income planning, and long-term care solutions.
• Advisor Collaboration – Assist financial advisors who are not insurance or annuity specialists by serving as a technical resource, helping them understand and deliver effective insurance and annuity planning recommendations to clients.
• Client Interaction – Shadow and work toward meeting with clients directly to explain insurance concepts, review policy findings, and answer client questions
• Ongoing Education – Stay informed on insurance products, carrier updates, regulatory changes, and evolving best practices in insurance and annuity planning
  
  

Requirements

What You’ll Need to Succeed

• Insurance & Annuity Experience: 1-3 years of experience working with insurance and or annuity products in a sales, service, support, or planning capacity
• Professional Aspirations: Interest in building a long-term career in financial planning and insurance planning. Aspiring to pursue the CFP ® designation is a plus
• Financial Planning Interest: Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid)
• Career Development Motivation: Demonstrated desire to deepen technical knowledge, grow professionally, and evolve into a trusted insurance planning resource
• Learning Agility: Ability to learn quickly and adapt to new concepts, processes, and client scenarios
• Technical Comfort: Comfortable learning and working within new software platforms, planning tools, and carrier system
• Carrier & Product Knowledge: Working knowledge of insurance and annuity products, with enthusiasm for staying current on carrier updates, product changes, and emerging planning solutions
  
  

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This Includes a Comprehensive Suite Of

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Holiday & Summer hours
• Casual Friday’s
  
  

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.