To Apply
Please send your cover letter and resume to


About Charter Oak
With offices located throughout the Northeast, Charter Oak Financial. is one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual), with a strong connection to the resources and tradition of excellence and integrity the company has built over time. We’re represented across Massachusetts, Connecticut and New York, allowing us to serve a variety of individuals, families, businesses and large institutions with risk management products, business planning and protection​, retirement planning and investment services, and fee-based financial planning. Our unique combination of local presence and regional resources means our clients and business associates receive one-on-one service backed by the power of many.​


Build a Business. Build Yourself. Customize Your Career. We’re seeking motivated, ethical and entrepreneurial individuals of all experience levels (including no prior experience and career-changers) to start or expand their financial services careers with us and to become part of the culture of success we’ve instilled across our Connecticut, Massachusetts and New York locations.

About the Career

In this role, you’ll help clients make good financial decisions for the long term while you enjoy the freedom, flexibility and growth opportunity of running your own business.


Responsibilities Include:
  • Prospecting 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


Professional Development and Recognition:
  • Holistic training program for all levels
  • Product, marketing, compliance and technology support at both the local firm level and the corporate level
  • Unlimited income potential
  • Recognition and rewards for performance, productivity and leadership
You’ll be in business for yourself, but never by yourself: Our culture of success focuses on the unique abilities every one of our associates brings to the table and develops you to your utmost potential.


About the Right Candidate

Regardless of past experience, our ideal candidate possesses four key traits:
Cultural Fit: We are creative, inclusive and collaborative. How well would you work in this type of environment?
Unique Ability: This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s skill in meeting with people and wanting to help them. What unique ability would you bring to your business?
Drive: How hard are you willing to work to become successful?
Integrity: Demonstrated honesty and desire to do the right thing—always.
Baseline educational requirements include a bachelor’s degree, and the ability to acquire a life and health license.