Jack "Jay" Pumphrey

Special Projects Coordinator/ Licensed Agent @ Aflac

About

In partnering with businesses, I help to find solutions to issues related to employee benefits. Real solutions to the common problems experienced by employers such as Rising Healthcare Costs, Recruiting Quality Employees, Company Morale, Employee Retention, Benefit Administration Technology through a state of the art cloud based platform, Rising Worker Compensation costs and more. Many of these services come at NO COST TO THE EMPLOYER. AFLAC is the #1 provider of Voluntary Benefits in the World. Listed as the #1 Most Ethical Company for the last 11 years! AFLAC pays the policy holders CASH DIRECTLY for sickness or injury claims to be used however the policy holder wishes. This helps employees be better prepared for sudden medical events in their lives. This allows them to focus on their work and not on how to handle unexpected expenses such as large deductibles and copays. Voluntary Benefits can mitigate financial risks associated with these health events. Employers who offer Voluntary Benefits as part of their benefit package find they have more satisfied and happier employees. This breeds loyalty to the company and less employee turnover. Whether it's employer funded or employee funded, Offering Voluntary Benefits to your employees is a true VALUE to them and their families.

Country

United States

City

Charlestown

Industry

Insurance

Skill

Fixed Income, Investments, Financial Planning, Asset Management, Securities, Wealth Management, Due Diligence, Equities, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, 401k, Estate Planning, Finance, Financial Advisory, Investment Management, Marketing, Strategic Planning, Insurance

Experience

Special Projects Coordinator/ Licensed Agent

Aflac

2017-11 - Present · 8 yrs 11 mos

110 Jefferson Boulevard, Warwick, RI 02888

Special Projects Coordinator

Aflac

2017-11 - Present · 8 yrs 11 mos

Rhode Island, Massachusetts, New Jersey

I work with Insurance Brokers and other professionals to build synergistic business lines. I also consult with business owners and senior managers to develop benefit solutions for employees in the area of voluntary income benefits.

Benefits Advisor Professional

Aflac

2017-12 - Present · 8 yrs 10 mos

110 Jefferson Boulevard, Warwick, RI 02888

Guest Relationship Development Manager

Frost Valley YMCA

2016-4 - 2017-5 · 1 yr 2 mos

Claryville, NY

Business development for a wonderful 501c3 facility in the beautiful Catskill Mountains of NY. I am living a dream helping this place which I have been visiting as a volunteer for 31 years. I am looking for retreat groups, team building groups, Senior groups and anyone interested in spending quality time outdoors in an amazing facility. Frost Valley is a 6,500 acre YMCA conference center serving over 40,000 guests per year. Reach out to me to talk about bringing your group for an unforgettable experience.

Senior Advisor

Nationwide Planning Associates, Inc.

2015-2 - 2016-2 · 1 yr 1 mo

115 West Century Rd., Suite 360, Paramus, NJ 07652

With over 21 years of experience in financial services, meeting the needs of my clients through life stages, increasingly complex investment situations, and ever-changing market conditions, I understand the unique challenges my clients face: * Striving for a secure financial future * Supporting their families * Caring for aging parents * Determining the best strategy for income in retirement * Planning their legacy My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation. * Comprehensive financial plans * Strategies for managing retirement income & expenses * Asset allocation and investment management across all types-individual, joint, business, taxable and tax-deferred: IRAs, 401K's/ 403Bs and rollovers from retirement plans. * Strategies for navigating Social Security and Medicare * Legacy and business succession plans * Strategies for managing financial risk, including life insurance, long term care, and annuities. I believe ongoing education to expand my knowledge and expertise to provide my clients the best thinking and solutions available to meet their needs is an important component of my practice. I also believe informed clients make better financial decisions. My clients benefit from my conference calls and consultations about the markets, financial issues that can impact their plans, and understanding different financial strategies. I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at 201-690-3019 work or 973-449-4359 cell.