Mortgage Sales Consultant

RHB Group; Petaling Jaya; On-site; MYR 60,000 - 96,000; Full time

Job summary

RHB Group is seeking a dynamic mortgage sales professional to identify and engage potential clients in Malaysia, assess financial needs, and offer suitable mortgage solutions. You will guide applicants through the full process, maintaining relationships with agents and developers while keeping pace with market shifts.

The role emphasizes strong communication, independence, and a customer-centric approach to help clients achieve their financial goals within a regulatory framework.

Qualifications

• Experience in mortgage or financial sales or consultative sales.
• Strong knowledge of mortgage products and regulatory environment.
• Excellent communication and interpersonal skills.

Responsibilities

• 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 mortgage application and approval process.
• Achieve and exceed individual sales targets through lead generation and conversion.
• Build and maintain relationships with real estate agents, developers, and referral partners.
• Stay up-to-date with market trends, regulatory changes, and new mortgage products.

Skills

Mortgage sales

Customer service

Sales targeting

Financial advisory

Job description

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.