Discover a career built on integrity, compassion and education with the team at uFinancial Group.

Who knew a day at the office could be so rewarding? Anyone will tell you if there’s honor in what you do, it can make a world of difference.

Some decisions impact all aspects of your life, like your career. With the right company you can be part of something meaningful, surrounded by people you respect and inspired to reach your professional and personal goals.

Our financial services professionals take pride in their credibility as trusted business professionals who help others. Feel great about what you do and enjoy the rewards you get for doing good work. Learn how to become part of the uFinancial Group team.

Why Us

Discover how working with uFinancial Group is different than other financial services firms. We’ll help you plan your career path and even set up a career sampling experience to give you a better picture of what it’s like to be part of the uFinancial Group team

WHY CHOOSE UFINANCIAL GROUP?

Some decisions impact all aspects of your life, like your career. With the right company you can be part of something meaningful, surrounded by people you respect and inspired to reach your professional and personal goals.

We touch the lives of people everyday, helping them for tomorrow. Trusted financial services professionals realize the importance of their role and take pride in what they do. The feeling we get from empowering people has been our driving force for over 120 years.

We’ve been operating in the Mid Atlantic Region since the 1890s, and through major economic shifts, we’ve learned how to adjust to a changing world while we help others do the same. Being a company consumers can trust has allowed us to adapt and grow in the financial services industry. As a general agency of Massachusetts Mutual Life Insurance Company, we make a difference in the lives of our customers and employees.

WHAT SETS US APART?

  • Our position as an education-focused, client-centric financial services firm, and as a general agency of Massachusetts Mutual Life Insurance Company, and a history dating back nearly 120 years.
  • Our support for you as a member of our team with marketing, technology, training, facilities, benefits and competitive compensation.
  • Our dedication to our community spans throughout our organization, from major corporate contributions and events, to more than 110 local charitable organizations with which our team members volunteer, donate and help to lead.

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

Get Our Approach to Investing (pdf download)

About Products

With the broad portfolio of insurance and investment products and programs available to you, you will be able to offer your clients solutions to help them achieve their financial goals and provide security for their families. Our goal is to help people make the right financial decisions to meet their needs.

WE’RE IN IT FOR THE LONG-TERM

When we help clients implement flexible, customized financial strategies, they can have the peace of mind knowing they’ve taken steps to protect their plans for today and tomorrow.

We focus on a needs-based approach and work with our client to design financial strategies to help them meet their needs through our seven-step process, the Journey. Doing so requires a dedicated individual. People want to work with a financial professional they can trust and whose goal it is to help them prepare for their future. Our financial services representatives want to establish long-term relationships with clients for a lifetime of changing circumstances. Our customers rely on them to continually offer the solutions to help meet their important financial needs.

A BROAD PORTFOLIO

• INSURANCE

We offer access to whole life, term life, universal life, variable universal life and survivorship life insurance as well as disability income and long-term care insurance to help meet your clients’ insurance and protection needs.

• RETIREMENT

We offer access to defined contribution, defined benefit and non-qualified deferred compensation plans in addition to a competitive portfolio mix of variable, fixed and immediate annuities. In addition to access to a portfolio of defined benefit, defined contribution and deferred compensation plans, a competitive mix of variable, fixed and immediate annuities is available to help your clients create a retirement strategy that meets their accumulation and income needs.  You will need to be a registered representative with MML Investors Services, LLC to offer variable products or other securities.  Member FINRA (www.finra.org) and SIPC (www.sipc.org).

• INVESTMENT PRODUCTS AND PROGRAMS

Through MassMutual’s broker-dealer subsidiary, MML Investors Services, LLC (MMLIS), registered representatives can offer their clients a wide range of well-known mutual fund families, as well as other investment products and securities brokerage services.  MMLIS is also a registered investment adviser and MMLIS representatives affiliated with the corporate registered investment advisory provide their clients access to a portfolio of asset management accounts and financial planning services.

• PLUS, SINGLE SOURCE INSURANCE

MML INSURANCE AGENCY, INC. (MMLIAI) fills gaps in product offerings by providing one-stop brokerage shopping for life insurance, disability income insurance, annuity, and long term care insurance products for those times when the needs of clients and prospects must be met with products MassMutual does not offer.

Advanced Support

We support our team with targeted marketing to help you build your own brand, resources like personal, hands-on guidance, the latest financial technology, and extensive training and development. It’s easy to do business with uFinancial Group because we provide access to the tools and resources you need to spend more time with your clients.

WITH US, YOU’RE IN BUSINESS FOR YOURSELF, NOT BY YOURSELF

We offer access to:

  • State-of-the-art financial planning* tools
  • Easy-to-use client management resources
  • A top-ranked producer Web site**
  • National sales desk support
  • Progressive virtual learning center resources

Discover our full range of support:

Marketing
Training and Development
Technology

CONTACT US TO GET STARTED TODAY

* You must be an investment advisor representative of MML Investors Services, LLC’s (MMLIS), have a full-time career contract (x4x) and have the General Agent’s approval to offer Financial Planning.
** In the category of Top Ranked Life Insurance/Annuity Sales for Third Quarter 2008 MassMutual’s FieldNet was among the top-ranked web sites for financial professionals.

Compensation

Our benefits package is highly competitive and the opportunities for awards and recognition are endless.

WE DO MORE THAN SAY, “WELL DONE”

Get to know a company rooted in recognition and family tradition. When our best people are motivated, everyone wins. Our top-producing agents are rewarded with incentive conferences we think are the envy of the financial services industry. From Vienna, to London and San Diego, not only are you afforded the opportunity to hear motivational speakers and network with colleagues at peer agencies, you can visit interesting and historic attractions with your family. Additionally, our top producing agents have the opportunity to share in the profit of uFinancial Group.

TAKING CARE OF OUR OWN

As a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), uFinancial Group offers nothing less than a great benefits package that can help give peace of mind to you and the ones you love. For more information about MassMutual, go to www.massmutual.com. We know to recruit and retain top talent, we need to offer an outstanding array of benefits. Here are some great offerings for you to take advantage of:**

• Medical, Dental and Vision
• Life and Accidental Death and Dismemberment
• Short & Long-Term Disability
• Flexible Spending Accounts (FSA)
• Total Retirement Savings Program – pension plan, 401(k) and non-qualified thrift plan
• Top Producer Incentives
• Adoption Assistance

 

** Eligibility applies only to those Financial Services Professionals who hold a full-time career contract with MassMutual and who satisfy certain production requirements. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain production requirements. Benefit Plan provisions are subject to modification or termination. This material does not imply your eligibility for any one or all of the plans or programs described.

Internships

An internship is your opportunity to begin a career that has a real impact on your future. An internship with uFinancial Group provides a hands-on learning experience and builds the foundation to become a full-time Financial Services Representative. You’ll learn the business from the ground up and can start earning financial rewards right away.

GET STARTED WITH US

The difference between thinking about a better career and starting one is a click away.

1. LOCATE AN OFFICE

2. SUBMIT YOUR RESUME

3. ASK A QUESTION

Career Planning

TODAY’S UNPRECEDENTED DEMAND FORECASTS A BRIGHT FUTURE
Achieve success in a career helping others. Recent demographic, economic and global trends have created enormous opportunities for financial professionals. There is a growing trend toward people entering careers with diverse backgrounds. More career changers, women and multicultural candidates are finding a career in financial services is right for them.

NOW IS THE TIME TO CONTACT US.
We’re looking for a wide array of individuals who come from many backgrounds and life experiences. Our dedication to diversity allows us to better serve our customers and community around us.

EXPLORE
While the role of a financial services representative* can be very rewarding, know that there are other opportunities to grow with our firm. MEET US to experience a day in the life of people working as a part of the uFinancial team. Let us help you understand what’s involved in running a financial services practice through the CAREER SAMPLING process.

Embark on a career that allows you to help others achieve financial stability, while at the same time building your own.

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

Career Sampling

Ever wish you could try out a career before you commit yourself to it? With uFinancial Group, you can. The Career Sampling training process gives you the opportunity to understand what’s involved in running a financial services practice.

The training program is designed to give you:

1. A clear understanding of a uFinancial Group professional’s expected career path

2. Actual experiences you can use to gauge what is expected of you as a uFinancial Group team member

3. An opportunity to study marketing, insurance and related financial concepts

Throughout this process, you will work closely with a mentor from uFinancial Group who will help you determine if a career with us is right for you.

To learn more about becoming a financial services professional, CONTACT US TODAY

PURCHASE LICENSING MATERIALS AT A DISCOUNT

RECEIVE A 40% DISCOUNT ON KAPLAN’S INSURANCE AND SECURITIES PRE-LICENSING TRAINING MATERIALS

Financial Services Professionals are required to obtain certain licenses. Through Kaplan Financial, you will be eligible to receive exam preparation guides at a 40% discount. In most states, the materials include on-line drills and practices that have final exams that simulate the actual state-licensing exam. This effective learning experience will help you get off to a fast start.

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