STEVENS FINANCIAL GROUP
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Experienced Professionals

We are committed to providing you a strong foundation for professional and personal growth. Instead of a "one size fits all" approach, we value the knowledge and experience that you bring and provide customized systems and strategies that can work for you throughout the different stages of your career.

Agency, Staff & Marketing Support

Our experienced team of managers, represenatives and staff works closely with you to help achieve the ideal vision for your practice. Our agency Marketing Coordinator is available to help you with all of your marketing endeavors. Whether you’re planning a client appreciation event, developing a direct mailing or advertising campaign, attending a trade show or simply ordering personalized marketing materials, how you market yourself to your prospects is crucial.

Comprehensive Training & Development

We understand that education and training are vital to your careers success. Our professional development programs are designed to help you stay ahead of the technological curve – and your competition in a rapidly changing global and economic landscape. To help you use time efficiently and customize the learning process, our programs feature:

  • Flexible and readily accessible formats
  • Strategic Marketing, underwriting and business fundamentals
  • Classroom instruction, independent study and online, multimedia resources

Stevens Financial Group is committed to providing you a strong foundation for professional and personal growth. Instead of a "one size fits all" approach, we value the knowledge and experience that you bring and provide customized systems and strategies that can work best for you, throughout the different stages of your career.

  • AUL & OneAmerica Securities provides the Center of Excellence, which is the gateway to the information you need for virtual learning on-demand. With a library, learning center, continuing education area, exam center, cyber café and a bookstore, center of excellence is an industry leading Financial Services Professional development program that provides you with the critical skill and knowledge your career demands for success.
  • Continuing Education and Professional Advancement courses are available for the attainment of industry designations such as Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU)*, Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP)*, Master of Financial Services (MSFS) and more.
  • Mentoring provides new professionals key coaching support while advancing experienced professionals in their practices and management skills.
  • Professional Seminars and Conferences highlight the latest market research, technology and the industry’s best practices.
  • Management Opportunities are available for talented individuals who are interested in developing and advancing their careers.

At Stevens Financial Group, our goal is to provide you with the necessary tools to help you do what you do best: serve the needs of your clients.