Licensed Investment Representative

trainwellSuitland-Silver Hill, MD

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Benefits

Paid Vacation

Job Description

About the Role

We're looking for a Licensed Investment Representative to join a growing insurance agency. This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial futures. If you're licensed, experienced, and hungry to grow — this is for you.About Trainwell

Trainwell is a premier sales training and coaching platform built exclusively for insurance professionals. We help agencies and their teams sharpen their skills, close more business, and build sustainable growth through hands-on coaching, world-class training content, and AI-powered sales tools. When you join an agency backed by Trainwell, you're joining a team that invests in your development from day one.

Key Responsibilities

Conduct investment consultations with clients to assess financial goals, risk tolerance, and investment timelines. Recommend and sell mutual fund products aligned with each client's needs and objectives. Manage and review existing investment portfolios, providing ongoing guidance and rebalancing recommendations. Educate clients on investment options, market conditions, and long-term wealth-building strategies. Maintain compliance with all FINRA regulations, company policies, and state licensing requirements. Generate new business through referrals, agency cross-selling, and proactive client outreach. Collaborate with the agency team to identify investment opportunities within the existing book of business. Maintain accurate records of all transactions, client interactions, and compliance documentation.

Requirements

SIE (Securities Industry Essentials) — Required. Series 6 (Investment Company/Variable Contracts Products Representative) — Required. Series 63 (Uniform Securities Agent State Law) — Required. Prior experience investing and managing mutual funds — Required. Strong understanding of investment products, financial planning principles, and suitability standards. Excellent communication and relationship-building skills. Self-motivated with the ability to work independently in a remote environment. Detail-oriented with strong organizational and compliance habits.

Preferred Qualifications

Series 65 or Series 66 license. Experience working within a captive insurance agency model. Background in insurance and financial services cross-selling.

Benefits

Base salary: $60,000–$75,000 annually. Commission structure on all investment sales (uncapped earning potential). Paid time off (PTO). Remote work flexibility.

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FAQs About Licensed Investment Representative Jobs at trainwell

What is the work location for this position at trainwell?

This job at trainwell is located in Suitland-Silver Hill, MD, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at trainwell?

Candidates can expect pay range between $60,000–$75,000 for this role.

What employment applies to this position at trainwell?

trainwell lists this role as a Full-time position.

What experience level is required for this role at trainwell?

trainwell is looking for a candidate with "Senior-level" experience level.

Does trainwell allow remote work for this role?

Yes, this position at trainwell supports remote work, giving candidates the flexibility to work outside the primary office location.

What benefits are offered by trainwell for this role?

trainwell offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at trainwell?

You can apply for this role at trainwell either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.