Licensed Investment Representative

🔥 3 hours ago

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $60k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 24%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

trainwell

WebsiteLinkedInAll Job Openings

2 - 10 employees

💼 Consulting

🛡️ Insurance

Consulting • Insurance

trainwell is a training and consulting company for insurance agency owners focused on ramping, training, and scaling sales teams in multiline insurance agencies. They provide an operating system with four pillars: multiline scripts & call flows, accountability & management, a marketing ROI engine, and hiring & ramp systems. Their goal is to help agencies write more auto, home (fire), life, and health policies, shorten ramp-up time, improve marketing ROI, recruit better performers, and multilining households. They offer free agency audits, success stories, and claim results like 550+ clients served, 50% reduction in ramp-up time, and 30% more revenue per household. The company operates inside a top-producing captive multiline agency and teaches methods used by an owner still active in agency operations.

📋 Description

• Conduct investment consultations with clients to assess financial goals, risk tolerance, and investment timelines • Recommend and sell mutual fund products aligned with clients’ needs and objectives • Manage and review existing investment portfolios • Provide ongoing guidance and rebalancing recommendations • Educate clients on investment options, market conditions, and long-term wealth-building strategies • Maintain compliance with 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 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 • Series 65 or Series 66 license (preferred) • Experience working within a captive insurance agency model (preferred) • Background in insurance and financial services cross-selling (preferred)

🏖️ Benefits

• Commission structure on all investment sales (uncapped earning potential) • Paid time off (PTO) • Remote work flexibility

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume