Insurance Planning Associate

About the Role

Want to be the architect of lasting client relationships and a champion for their financial well-being? This Insurance Planning Associate role at Annex Wealth Management in Brookfield, WI, offers a unique opportunity to focus on the planning aspects of insurance and annuities within a fiduciary, team-oriented environment.

Responsibilities

• Insurance Policy Review & Analysis: Review existing life insurance, annuity, and related policies. Assess policy structure, costs, performance, and suitability relative to the client’s financial plan.
• Coverage Assessment: Determine appropriate levels and types of life insurance or annuity exposure based on client goals such as income replacement, legacy planning, retirement income, or risk management.
• Planning & Illustration Support: Coordinate with clients and carriers to obtain in-force illustrations, request policy updates, and gather detailed policy data. Prepare clear summaries and comparisons to support planning decisions.
• Insurance Strategy Development: Under mentorship, learn and support insurance planning strategies, including permanent vs. term insurance analysis, annuity income planning, and long-term care solutions.
• Advisor Collaboration: Serve as a technical resource for financial advisors, helping them understand and deliver effective insurance and annuity planning recommendations.
• Operational Contribution: Provide suggestions to refine operational processes for the insurance planning team.
• Ongoing Education: Stay informed on insurance products, carrier updates, regulatory changes, and evolving best practices.

Requirements

• Insurance & Annuity Experience: 0-3 years of experience with insurance and/or annuity products in sales, service, support, or planning.
• Professional Aspirations: Interest in a long-term career in financial and insurance planning, with a desire to pursue advanced designations.
• Financial Planning Interest: Intrigue in financial planning and wealth management, with a willingness to study and learn (company-paid).
• Career Development Motivation: Demonstrated desire to deepen technical knowledge and grow professionally.
• Learning Agility: Ability to learn quickly and adapt to new concepts, processes, and client scenarios.
• Technical Comfort: Comfortable with new software platforms, planning tools, and carrier systems.
• Desire to Help Others: Understanding of life insurance’s role in comprehensive financial planning and a wish to help clients achieve their goals.

Qualifications

• Aspiring to pursue advanced designations (e.g., CFP, CLU, ChFC) to enhance industry knowledge.
• Eagerness to dive into complex cases and learn from experts in the field.

Benefits

• Comprehensive Benefits: Medical, dental, and vision insurance; 401(k) plan with employer contribution; life and disability insurance; paid time off (PTO).
• Professional Growth: Opportunities for development and advancement.
• Company Culture: Summer hours, company events (e.g., Annual Picnic), and a vibrant, engaged team environment.

About Annex Wealth Management

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. We prioritize a positive culture, outstanding teamwork, and a values-driven approach centered on Knowledge, Accountability, Integrity, Courage, Respect, and Ownership. Recognized as a Top Workplaces Award recipient by the Milwaukee Journal Sentinel, we foster a collaborative environment where employees thrive and contribute to client success.

Annex Wealth Management is an equal opportunity employer committed to a diverse and inclusive workplace.