Jack Pullen
About Jack Pullen
Jack Pullen is a seasoned professional with extensive experience in the insurance and financial sectors, having held various roles at Pacific Life and DialAmerica. He possesses a strong background in vendor management, strategic planning, and web development, along with expertise in financial planning and regulatory compliance.
Work at Pacific Life
Jack Pullen held multiple positions at Pacific Life, showcasing a progressive career within the organization. He served as a Senior Internal Wholesaler from 2019 to 2020, where he worked for seven months in Orange County, CA, and Hawaii. Prior to that, he was a Regional Life Office Internal Wholesaler from 2018 to 2019 for one year in the same regions. Most recently, he worked as an E Wholesaler from 2020 to 2021, covering states including New York, New Jersey, Massachusetts, Connecticut, Maine, New Hampshire, Vermont, Rhode Island, and Pennsylvania.
Experience in Insurance Sales
Jack Pullen began his career in the insurance sector at DialAmerica, where he worked as a Licensed Insurance Agent from 2012 to 2014 in the Greater Omaha Area. This role provided him with foundational experience in insurance sales and customer service, contributing to his later positions in wholesaling and financial planning.
Background in Management
Before entering the insurance industry, Jack Pullen was the General Manager at Jimmy John's from 2008 to 2012. In this role, he managed operations, staff, and customer service, which helped him develop strong leadership and operational skills that he later applied in his financial services career.
Technical Skills and Expertise
Jack Pullen possesses a diverse set of technical skills. He is familiar with various operating systems, including Ubuntu, Kali Linux, macOS, and Windows. His proficiency in scripting languages such as Bash and PowerShell, along with experience in web server management using NGINX and Apache, indicates a strong technical background. Additionally, he has expertise in web development with Django and JavaScript, enhancing his capabilities in creating and managing web applications.
Financial Planning Knowledge
Jack Pullen has a comprehensive understanding of financial planning topics, including tax, estate, retirement, and long-term care planning. His background in executive compensation and ERISA plans further suggests a specialization in employee benefits and compensation strategies. He also emphasizes regulatory compliance and ethics, which are essential for maintaining industry standards in financial services.