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Remote Captive Insurance Jobs in Washington (NOW HIRING)

trainwell

Licensed Investment Representative

Suitland, MD · On-site +1

$60K - $75K/yr

... insurance agency. This is a remote position where you'll work directly with clients to recommend ... Experience working within a captive insurance agency model. Background in insurance and financial ...

trainwell

Licensed Investment Representative

Suitland, MD · Remote

$60K - $75K/yr

... insurance agency. This is a remote position where you'll work directly with clients to recommend ... Experience working within a captive insurance agency model. Background in insurance and financial ...

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Remote Captive Insurance information

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

To thrive as a Remote Captive Insurance Professional, you need a deep understanding of insurance principles, risk management, and compliance, often supported by a degree in finance, business, or insurance and relevant industry certifications. Familiarity with captive insurance management software, regulatory compliance systems, and data analysis tools is typically required. Strong analytical thinking, attention to detail, and effective communication are essential soft skills for building client relationships and managing complex insurance structures remotely. These skills ensure regulatory adherence, optimal risk solutions, and successful client outcomes in a specialized and evolving insurance sector.

What is the difference between Remote Captive Insurance vs Remote Insurance Underwriter?

AspectRemote Captive InsuranceRemote Insurance Underwriter
CredentialsInsurance licenses, actuarial or risk management certificationsInsurance licenses, underwriting certifications
Work EnvironmentCorporate or consulting firms, remote options commonInsurance companies, remote or office-based roles
Industry UsageSpecializes in creating and managing captive insurance companiesEvaluates and prices insurance risks for clients

Remote Captive Insurance professionals focus on establishing and managing captive insurance entities, often requiring risk management expertise and industry-specific licenses. Remote Insurance Underwriters assess risks and determine policy terms, also needing insurance credentials. While both roles operate remotely and within the insurance industry, their core functions differ: one manages captive entities, the other underwrites policies.

What are some common challenges faced by professionals working in remote captive insurance roles?

Professionals in remote captive insurance positions often encounter challenges related to communication and collaboration, as much of the work involves coordinating with underwriters, actuaries, and clients across different locations and time zones. Staying updated on regulatory changes and maintaining compliance can also be demanding, given the highly specialized and evolving nature of captive insurance. Additionally, remote roles require strong self-discipline and proactive time management to meet deadlines and ensure high-quality service without in-person supervision.

What is a remote captive insurance professional?

A Remote Captive Insurance professional is someone who manages or administers captive insurance companies while working remotely, typically from home or any location outside a traditional office. Captive insurance refers to an insurance company created by a parent company to insure its own risks. These professionals handle tasks such as compliance, underwriting, claims processing, and reporting via digital communication tools. The remote aspect allows for flexibility and often requires strong self-management and technological skills. Remote captive insurance roles are increasingly common as the insurance industry adapts to more flexible work arrangements.
What are the most commonly searched types of Captive Insurance jobs in Washington? The most popular types of Captive Insurance jobs in Washington are:
What are popular job titles related to Remote Captive Insurance jobs in Washington? For Remote Captive Insurance jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Remote Captive Insurance jobs in Washington look for? The top searched job categories for Remote Captive Insurance jobs in Washington are:
What cities in Washington are hiring for Remote Captive Insurance jobs? Cities in Washington with the most Remote Captive Insurance job openings:
Remote Captive Insurance jobs near you
Infographic showing various Remote Captive Insurance job openings in Washington as of August 2026, with employment types broken down into 91% Full Time, 2% Part Time, and 7% Contract. Highlights an 100% Remote job distribution.

Licensed Investment Representative

trainwell

Suitland, MD • On-site, Remote

$60K - $75K/yr

Full-time

PTO

Re-posted 14 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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