Insurance Planning Associate

Annex Wealth Management LLC • Brookfield, WI

8d • Onsite

About The Position

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.

Requirements

• 0-3 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 advanced designations to further your industry knowledge and ability to help others.
• 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.
• 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. Has a fierce academic curiosity.
• Comfortable learning and working within new software platforms, planning tools, and carrier system.
• Understands the importance of life insurance within a comprehensive financial plan and wishes to help others achieve their retirement and legacy goals.

Responsibilities

• 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
• 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
• 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
• 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.
• 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.
• Contribute suggestions to refine operational processes for the insurance planning team.
• Stay informed on insurance products, carrier updates, regulatory changes, and evolving best practices in insurance and annuity planning

Benefits

• medical, dental, and vision insurance
• 401(k) plan
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed