Broker Check


Contact - Scott Werner,

Financial Services

Capital Strategies is a place where Financial Professionals come to build their business, not a place to simply do business. Our team helps Financial Professionals build healthier practices by focusing on Practice Optimization, Teaming and Culture. Teaming and mentorships is a big portion of what we do. Capital Strategies’ vision is to create a place where people love to work; we are honored to have been recognized by the Statesman for a Top Workplace for the last 8 years!

Not all financial services companies are the same. Financial product offerings, producer support, ongoing Insurance and Finance training and marketing vary widely. With Capital Strategies, you’ll have all of this and more. We want to help you get to the next level of success in your career in Financial Services and Insurance.

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.


  • Seeking for 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


  • 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.

*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.