William Stevens Email & Phone Number

San Diego, California, Us

Helping people achieve their dreams and reach their full potential.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4130762. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Purpose driven with a passion for people, processes and performance; I started Real Performance to assist leaders in the Insurance and Financial Services Profession achieve greater results. As an industry thought leader with a track record of high performance and success, I have assisted select organizations, field leaders and advisors in optimizing their organizations and practices. This has included advising field leaders on restructuring their organizations for greater efficiency; assisting advisors and advisor teams in developing more focused role clarity and assisting organizations in adapting to changing competitive environments.

Toronto, Ontario, Ca

Recruited to lead US distribution arm and broker dealer of international fraternal life insurance company. Tasked with rebuilding shrinking organization with poorly performing products, obsolescent technology, top-heavy sales support, and poorly trained sales force. Managed team of ~150 in home office and 35 branches across US.* Took over sales organization and grew profits over 20% with renewed focus on protection and holistic planning, expanded product portfolio, and supported company sale for triple purchase price.* Restructured company in first 6 months to reduce redundancies while improving training, leadership development, technology, and support structures, delivering over 15% in budget savings while retaining 93% of advisors and 100% of branch leadership.* Reversed trend of advisor and staff shrinkage by recruiting top talent for 3 vacant branch manager roles, consolidating regional leadership to replace 9 managers with 4 high achievers, and promoting 3 high-potential employees into positions of leadership throughout the network.

Horsham, Pa, Us

Rapid series of promotions by $3.7B financial and insurance services company to oversee career agency distribution Network of 26 agencies and 800 Advisors across the US. Responsible for the creation and implementation of long-term strategy and tactics for growth and development of agency sales organization. Guided alignment with corporate vision and goals. Directed marketing and training initiatives, leadership development, and new market exploration and analysis.* Dynamically raised overall annual revenues by increasing average per advisor productivity and improving agency efficiencies.* Grew life insurance sales and gross dealer concessions to record levels while strategically maintaining strong annuity sales.* Participated on multiple executive task forces to improve life and annuity products, enhance underwriting capabilities through new technologies, and improve advanced planning, broker-dealer operations and marketing.* Replaced leadership at struggling agencies, infusing clarity of purpose and organizational teamwork to consistently achieve operational goals, objectives and revenue targets.* Hired 3 new Regional Vice Presidents, accelerating improvement of agency operations and Advisor performance. * Developed and expanded succession/transition paths at the advisor and management levels.

Horsham, Pa, Us

Promoted to direct career distribution sales operations, including assessment, planning, deployment, training, marketing, sales and leadership development. Directed recruiting, retention, and sales commitments.*Boosted life sales by 18%, GDC and annuity sales to record levels by creating team-based practice development and wants based selling. *Grew Advisor count by 23% to over 700, and agency count from 19 to 26, improving per-Advisor life insurance application volume by 25% and overall Advisor productivity by 9%.*Enhanced talent attraction and leadership diversity; hired 5 new Managing Partners and mentored 2 leadership successions; replaced failed leaders in 3 agencies with high-performers.

Horsham, Pa, Us

Responsibilities increased to manage national career distribution channel with direct responsibility for 9 western-region agencies. Developed and implemented comprehensive performance management systems, oversaw recruiting, sales performance, budgeting and leadership development. Guided 10 Managing partners and teams.*Successfully opened new agency and promoted 2 frontline leaders to managing partner roles in new, high opportunity markets, quickly achieving “Top Agency” awards. Improved agency efficiencies by more than 11%.* Met or exceeded annual recruiting and sales goals each year, consistently exceeding industry growth rates by up to 600%

Horsham, Pa, Us

Oversaw, influenced and led strategic learning and development initiatives across the enterprise including 18 career agencies and 12 brokerage regional offices. Responsible for ensuring the workforce had dedicated and functional systems platform to engage and develop talent across all roles. Directed the planning, execution, and evaluation of the delivery of all content.

New York , Ny, Us

Promoted to provide growth strategy assistance to mid-size agencies; guided new General Agents in transition to Guardian. * Transitioned over a dozen new General Agents to company, including many “Top Agency” and “New Agency of Year” winners.

New York, Ny, Us

Msfs, Masters - Financial Services

Bachelor'S Degree, Political Science & Economics