Insurance Planning Associate

Annex Wealth Management; Town of Brookfield (WI); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life & disability insurance

Paid time off

Professional growth opportunities

Summer hours

Job summary

Annex Wealth Management in Brookfield, WI on-site is seeking an Insurance Planning Associate to support insurance and annuity planning within a fiduciary financial planning framework. You will analyze existing coverage, identify gaps, and assist wealth managers with client-specific insurance solutions in a collaborative team setting.

The role emphasizes learning the insurance planning space, coordinating with clients and carriers, and staying current on product updates and regulatory changes to

Qualifications

• 0–3 years of experience 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.
• Willingness to study and learn in financial planning and wealth management (company paid).
• Demonstrated desire to deepen technical knowledge and grow professionally.

Responsibilities

• Review existing life insurance, annuity, and related policies for structure, costs, performance, and suitability.
• Help determine appropriate level and type of life insurance or annuity exposure based on goals (income replacement, legacy planning, retirement income, risk management).
• Coordinate with clients and carriers to obtain in-force illustrations, request updates, and gather policy data for analysis; prepare clear summaries.
• Under mentorship, learn and support insurance planning strategies (permanent vs term, annuity income planning, long-term care).
• Assist financial advisors by serving as a technical resource for insurance and annuity planning.

Skills

Insurance & Annuity Experience

Financial Planning Interest

Learning Agility

Technical Comfort

Job description

Description

Insurance Planning Associate

Brookfield, WI (On-Site)

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

Insurance Planning Associate

Role

Have you begun building experience with life insurance and annuity products and discovered that you genuinely enjoy the 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, read on:

Annex Wealth Management – Know the Difference

Join Our Growing Team at Headquarters in Brookfield, WI!

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 eight‑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 registered investment advisor 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.?

Values

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 you 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.
• Operational Contribution?– Contribute 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 in insurance and annuity planning

Requirements

What You’ll Need to Succeed

• Insurance & Annuity Experience?– 0-3 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 advanced designations to further your industry knowledge and ability to help others.
• 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). Is eager to dive deep into complex cases and learn from experts in the field.
• 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. Has a fierce academic curiosity.
• Technical Comfort?–Comfortable learning and working within new software platforms, planning tools, and carrier system.
• Desire to Help Others- Understands the importance of life insurance within a comprehensive financial plan and wishes to help others achieve their retirement and legacy goals.

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.

• Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future?
• 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?
• Summer hours?

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.