About Us
We are an international wealth management organization that's focused on helping financial advisors love the work they do by assisting them in guiding their individual and business clients wherever in the world their lives may lead. We're all about identifying, connecting, and collaborating with advisors practicing at the highest levels of banking, insurance, investment, tax, and the law, and committed to helping underserved, poorly served, and unserved communities in the United States, Asia, and other parts of the globe. 

We're looking for individuals who are passionate about what they do, committed to their craft, and possess an entrepreneurial spirit to join our Ohana (which means "family" in Hawaiian). We employ people who put Aloha – love and care – into everything they do, and display Pono – the highest level of integrity – in their lives every day. 

Do you…

• want to work for a visionary leader recognized in the financial services industry?
• want to be a part of a team that rallies around strong vision and missions to transform the way financial services are delivered around the globe?
• want to live out a set of core values and guiding principles that inform your work and relationships with those you work with?
• want to be a part of a growing, flourishing organization?
• want to work in a fast-paced, challenging, and lively environment?

If you want to do well by doing good and your answer to the above questions is a resounding "Yes, I do!", we invite you to come and join our family, our TPBC Ohana.

Responsibilities: 

• Support advisors throughout the process of new business case development to  successful placement
• Coordinate with insurance companies to provide advisors with information, tools, and support to conduct their business smoothly and efficiently
• Provide client-centric in-force case services with speed and care
• Be a great ambassador of The Pacific Bridge Companies to promote collaborative and successful business relationships with insurance companies and advisors to help improve their clients' financial future

3-5 years insurance industry experience 

Detail-oriented

Experience with a suite of iPipeline software is a plus