The job, in the employer's words
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
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.
Benefits mentioned
- Base salary: $60,000–$75,000 annually. Commission structure on all investment sales (uncapped earning potential). Paid time off (PTO). Remote work flexibility.
Requirements mentioned
- 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. Experience working within a captive insurance agency model. Background in insurance and financial services cross-selling.
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