Licensed Investment Representative
Suitland, MD · On-site +1
$60K - $75K/yr
Experience working within a captive insurance agency model. Background in insurance and financial ... Remote work flexibility.
Licensed Investment Representative
Suitland, MD · On-site +1
$60K - $75K/yr
Experience working within a captive insurance agency model. Background in insurance and financial ... Remote work flexibility.
Licensed Investment Representative
Suitland, MD · Remote
$60K - $75K/yr
Experience working within a captive insurance agency model. Background in insurance and financial ... Remote work flexibility.
Quick apply
Licensed Investment Representative
Suitland, MD · Remote
$60K - $75K/yr
Experience working within a captive insurance agency model. Background in insurance and financial ... Remote work flexibility.
Insurance Tax Manager, Financial Services
Washington, DC · On-site +1
$95K - $195K/yr
Our tax insurance experts help with the planning of an effective captive insurance company solution ... Candidates who are not within commuting distance of a Crowe office may be considered for a remote ...
Insurance Tax Manager, Financial Services
Washington, DC · On-site +1
$95K - $195K/yr
Our tax insurance experts help with the planning of an effective captive insurance company solution ... Candidates who are not within commuting distance of a Crowe office may be considered for a remote ...
Insurance Senior Tax Manager, Financial Services
Washington, DC · On-site +1
$127K - $269K/yr
... Insurtech companies, and captive solutions for ideal coverage, domiciles, nexus studies ... Candidates who are not within commuting distance of a Crowe office may be considered for a remote ...
Insurance Senior Tax Manager, Financial Services
Washington, DC · On-site +1
$127K - $269K/yr
... Insurtech companies, and captive solutions for ideal coverage, domiciles, nexus studies ... Candidates who are not within commuting distance of a Crowe office may be considered for a remote ...
Already Licensed? Here's What "More" Actually Looks Like
Washington, DC · Remote
$2.5K - $4.8K/wk
Captive agents who want an independent model and real carrier flexibility * Agents whose current ... Raleigh/Triangle area preferred -- fully remote, open to all U.S. locations * Able to pass a ...
Quick apply
Already Licensed? Here's What "More" Actually Looks Like
Washington, DC · Remote
$2.5K - $4.8K/wk
Captive agents who want an independent model and real carrier flexibility * Agents whose current ... Raleigh/Triangle area preferred -- fully remote, open to all U.S. locations * Able to pass a ...
Remote Captive Finance information
What is a remote captive finance professional?
A Remote Captive Finance professional works for a financial services company that is directly affiliated with a manufacturer, often in the automotive, equipment, or technology sectors. Their primary role is to help customers secure loans, leases, or other financing options to purchase or lease products from the parent company, all while working remotely. These professionals handle tasks such as reviewing credit applications, communicating with dealers or customers, and managing accounts, using digital tools and platforms. Working remotely allows them to serve clients from various locations, increasing flexibility for both the company and the employee.
How does a remote captive finance professional typically collaborate with dealership teams and clients while working offsite?
Remote Captive Finance professionals often communicate regularly with dealership sales and finance managers through video calls, emails, and dedicated CRM platforms to process financing applications and manage customer accounts. They may also interact directly with clients to clarify loan terms or resolve issues. Effective collaboration involves timely updates, clear documentation, and responsiveness to both internal teams and external customers. While remote, maintaining strong digital communication skills and a proactive approach is essential for seamless teamwork and customer satisfaction.
What are the key skills and qualifications needed to thrive as a remote captive finance specialist, and why are they important?
To excel as a Remote Captive Finance Specialist, you need a strong background in finance or accounting, analytical skills, and knowledge of lending practices, often supported by a relevant degree. Familiarity with financial software such as SAP, CRM systems, and loan origination platforms is commonly required, along with certifications like CPA or CFA being beneficial. Strong communication, attention to detail, and problem-solving abilities are vital soft skills in this role. These competencies ensure accurate financial analysis, effective client support, and smooth remote operations in the captive finance environment.
What is the difference between Remote Captive Finance vs Remote Auto Finance Specialist?
| Aspect | Remote Captive Finance | Remote Auto Finance Specialist |
|---|---|---|
| Credentials | Finance or Business degree, certifications like CFA or CFP often preferred | Finance or related degree, auto finance certifications beneficial |
| Work Environment | Corporate offices or remote settings within finance departments of automakers | Remote or in-office roles within auto dealerships or finance companies |
| Employer & Industry | Automotive manufacturers' finance divisions | Auto dealerships, finance companies, or banks specializing in auto loans |
Remote Captive Finance professionals typically work for automakers' finance divisions, focusing on financing solutions for their customers. Remote Auto Finance Specialists often operate within dealerships or finance companies, assisting customers with auto loan options. While both roles involve auto finance, the key difference lies in their employer and work setting, with Remote Captive Finance roles being more corporate and strategic, and Remote Auto Finance Specialists more customer-facing and sales-oriented.
What are popular job titles related to Remote Captive Finance jobs in Washington?
For Remote Captive Finance jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Remote Captive Finance jobs in Washington look for?
The top searched job categories for Remote Captive Finance jobs in Washington are:
Licensed Investment Representative
Suitland, MD • On-site, Remote
trainwell
$60K - $75K/yr
Full-time
PTO
Re-posted 17 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.
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.