We’ve heard the pitch – flexible hours, attractive commission, incentive trips. and we fully understand the importance of mentorship and the right environment in pushing us to achieve greater heights together. But how many mentors walk the talk, investing back in their people to help them build an easier and more sustainable career? 

Here at IAM Advisory Group, we help our associates be equipped with tangible tools and resources, from enhancing the human touch with curated experiences for clients, to enabling associate to build a tech-assisted practice that utilizes systems to create personalized journeys for clients as well as manage their advisory practice more efficiently and effectively.  
Be able to utilize the Fintech and platform resources provided to create touch points with clients
– Expected to have sound financial knowledge and provide holistic financial planning advise to clients
– Need to have a good knowledge of the regulations governing the financial services industry and adhere to the rules and guidelines stipulated when conducting business with clients
– Always conduct yourself professionally and deliver quality service standards to clients
– Achieve a good score for business health, or a balanced scorecard for businesses you bring onboard
These resources are at your disposal, to aid in you in your responsibilities of
– providing financial advice and solutions to clients to help them build the future they desire 
– developing your network and acquiring new clients to impact 
– building and maintaining productive long term relationships with clients 

We’re looking for driven individuals who are open minded and willing to adopt new systems for the betterment of their advisory practice, or those who aim to build a team of advisors in the next 3-5 years. 

Tagged as: insurance, investments, wealth accumulation

About IAM Advisory Group Pte Ltd

<p><strong>About IAM Advisory Group</strong><br />- IAM Advisory Group prides ourselves as a highly regarded business consultancy firm in the financial services industry, where we provide effective business solutions to many of our distinguished business alliances and end clients. As a leader in the financial business solutions arena, we are humbled to have gained credibility since our incorporation in 2013. <br />- Since then, we have evolved into the Fintech space and launched our first end-client app into the marketplace. In 2021, together with our partners, we developed a proprietary fintech CRM system, for our associates to provide holistic seamless financial planning to end clients.<br />- IAM Advisory Group is a group of agency units representing AXA Insurance Pte Ltd (part of HSBC group).</p>