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How much do personal financial representative jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for personal financial representative in the United States is $23.27, according to ZipRecruiter salary data. Most workers in this role earn between $20.91 and $24.76 per hour, depending on experience, location, and employer.

What does a personal financial representative do?

A Personal Financial Representative helps individuals and families manage their finances by offering advice on investments, insurance, retirement planning, and other financial matters. They assess clients’ financial needs and goals, then recommend suitable products and strategies to help them achieve financial security. Personal Financial Representatives often work for banks, insurance companies, or as independent advisors, and may also assist with budgeting, tax planning, and estate planning. Their main goal is to provide personalized financial guidance to help clients make informed decisions about their money.

What skills and qualifications are needed to thrive as a personal financial representative?

To thrive as a Personal Financial Representative, you need a solid understanding of financial products, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Proficiency with financial planning software, CRM systems, and relevant certifications such as Series 6/7 or CFP is highly valuable. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex information clearly set top performers apart. These skills and qualifications are crucial for building client trust, delivering tailored financial advice, and achieving client financial goals in a competitive market.

What are common challenges faced by personal financial representatives when building a client base?

Personal Financial Representatives often encounter challenges in establishing trust with new clients and differentiating themselves in a competitive market. Building a strong client base requires effective networking, consistent follow-up, and the ability to clearly communicate the value of personalized financial advice. Additionally, staying up-to-date with changing financial regulations and products is crucial for providing accurate recommendations. Successful representatives often leverage community involvement and referral programs to grow their clientele.

Who are the top companies hiring for Personal Financial Representative jobs?

The top employers for Personal Financial Representative jobs are:

What are popular job titles related to Personal Financial Representative jobs?

For Personal Financial Representative jobs, the most frequently searched job titles are:

Personal Financial Representative jobs near you
Infographic showing various Personal Financial Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $48,407 per year, or $23.3 per hour.

Personal Financial Representative - WI

Concord, NC • On-site, Remote

Allstate Insurance Company
Insurance Services • 10K+ employees

7.4

Company rating: 7.4 out of 10

Based on 568 frontline employees who took The Breakroom Quiz

235th of 315 rated insurance

People enjoy working here

Good employer

Recommended by parents

Learn more about Allstate Insurance Companyexternal

Full-time

Medical, Life, Retirement

Re-posted 5 days ago

Job description

Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility and access to new customers. We're looking for
professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your
community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your
partnership with Allstate Agency owners will drive new business in your community and support your access to
new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education
that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from
them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always
connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed
professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.

Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: At least 2 years of life insurance or financial services customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor's degree (or higher) with emphasis on business preferred

Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. 2018 Allstate Insurance Company, Northbrook, IL.

Skills

At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.

Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.

It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.

Allstate Careers

Learn more about Allstate United States.

Learn more about Allstate Northern Ireland.

Learn more about Allstate IndiaPrivate Limited.

For more information about Allstate's Website Accessibility Statement, please click here:Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Allstate is an Equal Opportunity Company. 2019Allstate Insurance Co.

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About Allstate Insurance

Sourced by ZipRecruiter

We're a purpose-driven company powered by purpose-driven people. We're reinventing protection and transforming the company for our customers, communities and each other. You could play a role in our transformation. Join a 90-year-old, Fortune 100 insurance company as we challenge the status quo, champion inclusion and strengthen our communities. If being a part of that future gives you goosebumps, you've come to the right place. Reinventing the future of protection means rethinking how we work together. From marketing to claims, our employees have flexibility in how, when and where they work — whether at home, the office or both. We're creating an inclusive, diverse and equitable workplace. We encourage collaboration, support taking chances and foster a strong sense of community. Let's build a new kind of Allstate together.

Industry

Insurance services, real estate, finance and insurance and insurance agencies and brokerages

Company size

10,000+ Employees

Headquarters location

Northbrook, IL, US

View All Allstate Insurance Jobs

What Allstate Insurance employees say

Pay

Benefits

Hours and flexibility

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