Joseph Stephens II
Tech Savvy Advisor
Joe Stephens is Schulman Insurance Brokerage’s technical management and relationship advisor. Joe’s professional background grew from the financial sector, serving as a junior broker for Citibank Group after completing his Bachelor’s Degree in Finance at Monmouth University. A love for technology and the nuances of social media platforms and communication advanced his career in a new direction, and he opened his own technological retail operation in 2009.
In 2011, he returned to an advisory career, joining Schulman Insurance Brokerage. Joe is licensed to sell Life, Accident and Health Insurance solutions. Joe’s primary function combines his technological and advisory talents to create proprietary technological solutions that enhance Schulman Insurance Brokerage’s efficiency, client resources and client communication channels for a better client experience.
“Working with the Schulman Insurance Brokerage team toward the common goal of assisting clients in achieving their long and short term goals is satisfying. Our solutions and offerings are unique, and we strive each day to bring clients the very best insurance products for their needs.”