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Captive Insurance Agent Jobs in Washington (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

Series 63 (Uniform Securities Agent State Law) - Required. Prior experience investing and managing ... Experience working within a captive insurance agency model. Background in insurance and financial ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

Series 63 (Uniform Securities Agent State Law) -- Required. Prior experience investing and managing ... Experience working within a captive insurance agency model. Background in insurance and financial ...

All JobsCaptive Insurance Agent JobsCaptive Insurance Agent Jobs in Washington

Captive Insurance Agent information

See Washington salary details

$28.3K

$73.6K

$137.6K

How much do captive insurance agent jobs pay per year?

As of Sep 3, 2026, the average yearly pay for captive insurance agent in Washington is $73,643.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,400.00 and $87,200.00 per year, depending on experience, location, and employer.

What is a captive insurance agent?

A Captive Insurance Agent is an insurance salesperson who works for a single insurance company, selling only that company's products. Unlike independent agents who represent multiple insurers, captive agents receive training, support, and leads from their parent company. They often benefit from exclusive products, company-backed marketing, and potential salary or commission structures. This role requires strong sales and customer service skills to help clients find policies that fit their needs while meeting company sales targets.

What are the key skills and qualifications needed to thrive as a captive insurance agent?

To thrive as a Captive Insurance Agent, you need in-depth knowledge of insurance products, strong sales acumen, and a valid state insurance license. Familiarity with CRM software, quoting platforms, and company-provided training programs is typical in this role. Outstanding customer service, persuasive communication, and resilience are crucial soft skills that enhance performance. These skills ensure agents efficiently match clients with appropriate products, meet sales targets, and foster long-term client relationships within a competitive industry.

What are the typical challenges faced by captive insurance agents, and how can they overcome them?

Captive Insurance Agents often face the challenge of meeting sales targets while offering only the products of one insurance company, which can limit options for certain clients. To overcome this, successful agents develop a deep understanding of their company's offerings and learn how to tailor solutions to a wide range of client needs. They often work closely with supportive teams, including sales managers and underwriters, to strategize on complex cases. Building lasting relationships through excellent customer service and ongoing professional development also helps agents stand out and achieve their goals.

Is it better to be a captive insurance agent?

Being a captive insurance agent means working exclusively for one insurance company, which can provide stability, training, and a clear product line. However, it may limit flexibility and earning potential compared to independent agents who can offer multiple carriers' policies. The choice depends on personal career goals and preferred work environment.

What are the most commonly searched types of Captive Insurance Agent jobs in Washington?

The most popular types of Captive Insurance Agent jobs in Washington are:

What are popular job titles related to Captive Insurance Agent jobs in Washington?

For Captive Insurance Agent jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Captive Insurance Agent jobs in Washington look for?

The top searched job categories for Captive Insurance Agent jobs in Washington are:

Captive Insurance Agent jobs near you
Infographic showing various Captive Insurance Agent job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 81% Physical, 1% Hybrid, and 18% Remote job distribution, with an average salary of $73,643 per year, or $35.4 per hour.

Licensed Investment Representative

trainwell

Suitland, MD • On-site, Remote

$60K - $75K/yr

Full-time

PTO

Re-posted 12 days ago

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
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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