Proactively identify and engage with potential customers to understand their financial needs and property goals
Evaluate customer financial profiles and recommend suitable mortgage products and solutions
Guide customers through the entire mortgage application and approval process
Achieve and exceed individual sales targets through effective lead generation and conversion
Build and maintain strong relationships with real estate agents, developers, and other referral partners
Stay up-to-date with market trends, regulatory changes, and new mortgage products and features
Provide excellent customer service and ensure a smooth and seamless experience for clients
What you'll be doing
Proactively identify and engage with potential customers to understand their financial needs and property goals
Evaluate customer financial profiles and recommend suitable mortgage products and solutions
Guide customers through the entire mortgage application and approval process
Achieve and exceed individual sales targets through effective lead generation and conversion
Build and maintain strong relationships with real estate agents, developers, and other referral partners
Stay up-to-date with market trends, regulatory changes, and new mortgage products and features
Provide excellent customer service and ensure a smooth and seamless experience for clients
What we're looking for
Proven track record in mortgage / financial sales or a similar consultative sales role
Strong understanding of the mortgage industry, products, and regulatory environment
Excellent communication and interpersonal skills to engage effectively with customers
Ability to work independently and as part of a team to achieve sales targets
Customer-centric mindset and a genuine desire to help clients achieve their financial goals
Proficiency in Bahasa Malaysia and English, both written and spoken
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Consultant Lumpur My • Kuala Lumpur, Kuala Lumpur, Malaysia
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