Join Us

Build Your Business

professional development

Join The Capital
Strategies Team

Build your business

As a Financial Services Representative, you’ll be part of our entrepreneurial system with the freedom to provide financial solutions for your clients from a broad portfolio of innovative products and services. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results.

We take a holistic approach

Our representatives collaborate in teams that provide multiple perspectives toward problem solving that result in improved client solutions and higher quality advice. This approach also helps our financial professionals build healthier practices by focusing on Practice Optimization, Teaming and Culture. Teaming and mentorships are a big portion of what we do.

CRN202505-2323661

professional development

Responsibilities

Seeking clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

Strong interpersonal skills and customer service focus
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented

Results-driven compensation and access to a competitive benefits package* including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives.

 

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

multiple locations

Join Our Team

Whether you are an experienced financial professional, are ready for a career change, or are a recent college graduate—if you want to help families and businesses prepare for the future, we have a place for you. Explore a career with Capital Strategies and learn how we can help you achieve success in a career helping others.

“Capital Strategies opens the door
to unlimited possibilities.”

– Rey Stoddart, Vice President of Advisor Development

*Eligibility applies to those Financial Services Representatives who hold a full-time career contract (X4X) with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit provisions are subject to modification or termination.

Capital Strategies will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

strategic partner

Build Your Financial Firm

As a strategic alliance, you will be a part of our network and have access to a vast array of expertise, tools, and resources, including brokerage services, CPA’s / tax expertise, marketing support, and much more.

If your financial firm would like to become a strategic alliance , please contact Scott Werner

Tax and legal services offered by independent third parties not associated with MML Investors Services, LLC. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Contact Us

If your financial firm would like to become a strategic alliance , please contact Scott Werner

Austin Office

317 Grace Lane
Suite 250
Austin, TX 78746
512-346-6020

Albuquerque Office

8100 Lang Avenue NE
Suite 102
Albuquerque, NM 87109
(505) 554.3281

Lubbock Office

9117 Milwaukee Avenue
Suite 400
Lubbock, TX 79424
(806) 795.9393

San Antonio Office

10101 Reunion Place
Suite 300
San Antonio, TX 78216
(210) 342.4141

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