About this role
Financial Services Representative - State Farm Agent Team Member at Dan Simmons - State Farm Agent. Location: Hastings or United States. Role: consulting customers, managing portfolios, conducting reviews Requirements: 3+ years in financial services; analytical and communication skills; FINRA Series 7 and 63 preferred; experience with financial planning, portfolio management, and compliance. Category: Sales Seniority: Mid Level Certifications: series 7, series 63 Commitment: Full Time Workplace: Remote Languages: English