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

Insurance Planning Manager

Do you have meaningful experience with annuity or life insurance products, perhaps in a direct sales, internal, or wholesaler role, and enjoy working closely with advisors and clients to solve complex planning challenges? Maybe you are seeking a transition into a fiduciary environment where advice, analysis, and long-term client outcomes come first, rather than production quotas. The Insurance Planning Manager is a senior, planning-centric role designed for professionals who want to apply deep annuity and insurance expertise within a collaborative wealth management team. This position leads insurance planning strategy, serves as a subject-matter expert for advisors, and helps ensure solutions are fully integrated into each client’s comprehensive financial plan.

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 lead and expand annuity and insurance planning across the firm within a fee-only fiduciary wealth management framework. You will work directly with advisors and clients to drive adoption of insurance planning, help convert planning recommendations into implemented solutions, and elevate the firm’s overall annuity and insurance capabilities. The role is highly visible, relationship-driven, and designed for someone comfortable being in front of advisors and clients to move planning decisions forward. You will be supported by dedicated administrative resources, allowing you to remain focused on what you do best: advancing annuity and insurance strategies and driving implementation of new planning solutions.

• Annuity Strategy & Product Expertise – Serve as the firm’s primary annuity subject-matter expert, with deep understanding of annuity structures, including living benefit riders, income guarantees, buffers, caps, participation rates, surrender schedules, and fees.
• Firmwide Insurance Planning Leadership – Serve as the primary annuity and insurance planning leader for the firm, helping shape strategy, best practices, and consistent planning standards across offices and advisor teams.
• Advisor & Branch Engagement – Conduct in-person branch visits and virtual meetings with advisors to support annuity and insurance planning opportunities, review active cases, and help advance client conversations toward implementation.
• Client-Facing Planning & implementation– Participate directly in client meetings to present annuity and insurance strategies, address concerns, and help guide clients toward informed decisions. This includes a consultative, persuasive role focused on clarity, confidence, and execution.
• Insurance Policy Review & Case Development – Review existing annuity, life insurance and related policies, identify planning gaps or inefficiencies and help develop competitive, client-specific solutions aligned with broader financial plans
• Carrier & Illustration Coordination – Oversee and support the coordination of in-force illustrations, policy modifications, and carrier interactions to ensure accurate analysis and timely execution of recommendations
• Growth Enablement – Partner with Wealth Managers to help turn planning insights into implemented solutions, supporting firmwide growth in annuity and insurance planning in a compliant, client-first manner
• Team Leadership & Development – Lead and mentor a small team of dedicated insurance planners, providing technical guidance, case oversight, and professional development
• Ongoing Education & Market Awareness – Stay current on carrier offerings, product innovation, underwriting trends, and regulatory changes, and proactively share insights with advisor teams.

Requirements:

What You’ll Need to Succeed

• Insurance & Annuity Experience: 4+ years of experience working with annuity or insurance products in a sales, service, support, wholesaler, or planning capacity, with demonstrated involvement in moving recommendations to implementation
• Professional Aspirations: CFP® designation is a plus, or demonstrated interest in applying for or actively pursuing the CFP® marks
• Financial Planning Mindset: Strong interest in comprehensive financial planning and wealth management, with the ability to position annuity and insurance solutions within broader client goals and recommendations
• Implementation & Execution Focus: Proven ability to guide advisors and clients toward informed decisions, address objections, and help bring planning recommendations to completion in a thoughtful client-first manner
• Career Development Motivation: Demonstrated desire to continue deepening technical knowledge & expand leadership responsibilities
• Technical Comfort: Comfortable working across planning software, illustration tools, CRM systems, and insurance carrier platforms to support timely and accurate execution
• Carrier & Product Knowledge: Strong working knowledge of insurance and annuity products, underwriting considerations, and carrier differences, with ongoing enthusiasm for staying current on product innovation and planning solutions
• Travel to Annex Branches in Wisconsin and Illinois

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.