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Annex Wealth Management · 1 day ago

Insurance Planning Associate

Brookfield, WI

Full-time

Onsite

Entry Level

1+ years exp

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. The Insurance Planning Associate role focuses on supporting insurance and annuity planning within a comprehensive financial planning framework, analyzing existing coverage, and assisting wealth managers with client-specific insurance solutions.

Business Information SystemsConsultingFinancial Services

Responsibilities

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

Qualification

Insurance ExperienceAnnuity KnowledgeFinancial Planning InterestTechnical ComfortLearning AgilityCareer Development Motivation

Required

1-3 years of experience working with insurance and or annuity products in a sales, service, support, or planning capacity

Interest in building a long-term career in financial planning and insurance planning. Aspiring to pursue the CFP ® designation is a plus

Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid)

Demonstrated desire to deepen technical knowledge, grow professionally, and evolve into a trusted insurance planning resource

Ability to learn quickly and adapt to new concepts, processes, and client scenarios

Comfortable learning and working within new software platforms, planning tools, and carrier system

Working knowledge of insurance and annuity products, with enthusiasm for staying current on carrier updates, product changes, and emerging planning solutions

Benefits

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