STEVENS FINANCIAL GROUP
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Why Stevens Financial Group?

Stevens Financial Group operates as a comprehensive financial services agency – dedicated to an environment that promotes unlimited professional and personal growth of our financial services professionals, managers and support staff. While you will ultimately have a practice of your own, you will never be on your own.

Our team works hard to encourage and help cultivate your strongest affinities to ensure viable markets and help you grow your practice. We work closely with you to identify strong target markets, explore alliance opportunities and provide you with a wealth of marketing materials to get you in front of prospects.

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. Providing results proven systems and processes and sharing time tested best practices for marketing, alliance development, referrals and practice management will help take your practice to the next level.

We are available to help you with all of your marketing endeavors and will help you develop a marketing plan to determine smart strategies and tactics for penetrating your target markets. Careful evaluation and analysis of your personality, background and areas of interest will help determine your ideal target markets.

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.

  • Center of Excellence 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.
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