Generali Life Insurance Agent 2026 (Incentive Based + Commission Based)
About the role
We are seeking a dynamic and results-driven Financial Consultant to join GPS 125 AGENCY in Petaling Jaya, Selangor. This is a full-time position offering an exciting opportunity to build a rewarding career in the mortgage and financial services industry. As a Financial Consultant, you will be at the forefront of client relationships, helping individuals and families achieve their homeownership dreams whilst providing comprehensive financial solutions. This role is structured around incentive and commission-based compensation, rewarding your performance and client acquisition success. You will work in our Petaling Jaya office, collaborating with a supportive team whilst building your own client portfolio.
Key responsibilities
- Identify, approach and engage potential clients seeking mortgage financing and financial solutions
- Conduct thorough financial needs assessments to understand client circumstances, goals and borrowing requirements
- Present and recommend suitable mortgage products and financial services tailored to individual client needs
- Prepare loan applications and supporting documentation, ensuring accuracy and completeness
- Guide clients through the mortgage application process, answering queries and addressing concerns professionally
- Build and maintain a strong client database, fostering long-term relationships for repeat business and referrals
- Achieve sales targets and revenue goals through effective prospecting and closing techniques
- Stay informed of current mortgage products, interest rates, policies and financial regulations
- Collaborate with internal teams including underwriting, processing and management to ensure smooth client transactions
- Provide exceptional customer service to enhance client satisfaction and brand reputation
What we’re looking for
- Proven experience in mortgage lending, financial advisory, insurance sales or a similar client-facing sales role in the financial services sector
- Strong understanding of insurance products, financial planning principles and banking regulations in Malaysia
- Excellent communication, negotiation and interpersonal skills with the ability to build trust and rapport with diverse clientele
- Self-motivated, target-driven mindset with a demonstrated ability to consistently achieve and exceed sales targets
- Strong numerical and analytical skills to assess financial situations and present appropriate solutions
- Proficiency in Microsoft Office applications and willingness to learn financial software systems
- Full driving licence and reliable transportation
- Customer service excellence with a commitment to professional conduct and ethical standards
- Qualification in finance, business, economics or a related discipline is advantageous
- Prior experience in mortgage broking, banking or financial advisory roles preferred
What we offer
- Competitive commission and incentive-based compensation structure rewarding your sales performance and client acquisition
- Opportunity to build a sustainable income stream through repeat business and client referrals
- Comprehensive training programme covering mortgage products, sales techniques and financial regulations
- Supportive and collaborative working environment with experienced team members
- Professional development opportunities to enhance your financial services knowledge and career progression
- Flexible working arrangements within a results-oriented culture
- Access to industry resources, tools and systems to support your success
- Potential for career advancement into senior advisory and management positions based on performance
About us
GPS 125 AGENCY is a forward-thinking financial services organisation specialising in mortgage solutions and financial advisory services. We are committed to delivering exceptional service to our clients whilst supporting our consultants to achieve their career aspirations. Our team of dedicated professionals works collaboratively to provide tailored financial solutions that help clients make informed decisions about their future. We pride ourselves on our integrity, customer-centric approach and supportive workplace culture. At GPS 125 AGENCY, your success is our success, and we invest in the professional development and wellbeing of our team members.