About this role
Financial Services Representative - State Farm Agent Team Member at Don Woodson - State Farm Agent. Location: Fulton, Missouri, United States. Role: consulting customers, managing portfolios, conducting reviews Requirements: 3+ years in financial services, strong analytical and communication skills, consultative sales of financial products, portfolio management and financial reviews; FINRA Series 7 and 63 preferred, compliance knowledge. Category: Sales Seniority: Mid Level Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English