Associate Partner

1 week ago

Singapore IAM Advisory Group Full time

All our sales associates join us because they desire a sustainable sales career in the financial services industry. They possess high levels of professionalism and integrity, and are also willing to be coached to have competent skills to achieve the goals set for themselves.

Explore a renewed sales career with us if the above resonates with you, together with your version of what a successful career means to you.

**Our methodology is simple, True + Right = Autonomy**

**Qualifications required**
- Minimum of 1 year in the financial services industry, preferably in a sales advisory role
- Have CMFAS modules 5, 9, 9A and HI certifications, however not a must

**Responsibilities**
- Serve clients' financial needs with holistic planning philosophy
- Recommend suitable financial solutions for clients in both wealth accumulation and wealth protection
- Conduct regular review of clients' financial portfolios to ensure they are aligned with their financial goals and objectives, as life stages changes
- Stay up-to-date with regulatory developments in the financial industry

**Benefits of joining IAM Advisory Group (IAM)**
- Proven lead generation tools for associates to acquire and nurture client base
- Turn-key systems to enable business growth and productivity
- Regular professional development programs to enhance competency

Note: IAM Advisory Group (IAM) is a group of agency units representing HSBC Life (Singapore) Pte Ltd (Reg. No. 199903512M).

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