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We are always on the lookout for team
members who want to impact lives
and who share these core values that drive how we treat our clients and each other
We put our clients first. We think critically to stay ahead of their needs and drive innovation to ensure we meet them.
We empower financial professionals to build a fulfilling and rewarding career
by providing systems and tools to meet the needs of their clients with immense lifetime value
Advisory Foundation
✔ Customer Expectations
✔ Sales DNA Analysis
✔ Real Case Learning
Business Stimulus
✔ Auxiliary Services
✔ Accreditation & Reward
✔ Expansion Strategy
Strategic Relationship
✔ Leads Nurturing Engine
✔ Strategic Partnership
✔ Client Campaigns
Real Technology
✔ Robo-Assisted CRM
✔ Financial Report Analysis
✔ Interactive Planning Tools
Read What Our Associates Have To Say
CK Tan, Managing Partner
Ex-advisor from another insurer
I came from an agency in another company and have been in the industry for 13 years. The support is incredible at IAM. I don't have to think about anyone capping my people and my abilities.
What they experienced
The real impact of what we do
to make a difference in peoples' lives
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Associates deserve more
IAM stands out among financial services agencies because our business model is centered around the financial professionals.
Everything we do, and every decision we make, is driven by how we can help our associates be more productive and profitable in this business.
That difference is what drives our culture, shaping what we do and how we do it. We focus on financial professionals, so that they can fully focus on their clients.
Join us in making a difference today
Complete the form and we will be contacting you soon! View Selection Process