About this role
Financial Services Representative - State Farm Agent Team Member at Collin Doyle - State Farm Agent. Location: Mayfield Village, Ohio, United States. Role: consulting customers, managing portfolios, conducting reviews Requirements: 3+ years in financial services; strong analytical and communication skills; consult customers on financial planning, portfolio management, and product recommendations; FINRA Series 7 and 63 preferred; maintain regulatory compliance. Category: Sales Seniority: Mid Level Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English