Mortgage & Wealth Consultant

MFinite Management; Petaling Jaya; On-site; MYR 40,000 - 70,000; Full time

Benefits offered by this job

Structured Training

Performance Incentives

Job summary

MFinite Management is hiring a Mortgage Consultant to deliver financing solutions and protection planning services to clients in Malaysia. You will build long-term relationships, meet sales targets, and coordinate with banks and insurers to manage loan submissions and protection products.

The role emphasizes proactive lead generation, customer reviews, and referrals, with structured training and performance incentives to support success.

Qualifications

• Diploma or Degree preferred.
• Customer-centric mindset is essential.
• Strong sales and negotiation skills required.
• Self-motivated and target-driven attitude.
• Experience in mortgage, banking, insurance or financial services is an advantage.
• Structured training provided.
• Performance incentives offered.

Responsibilities

• Attend to mortgage enquiries and conduct customer fact-finding.
• Recommend suitable financing solutions and assist clients through loan submission process.
• Coordinate with banks and financial institutions and follow up on application status.
• Introduce suitable insurance and protection solutions including MRTA / MRTT, Life & Medical Insurance, and Legacy planning.
• Source and identify potential mortgage prospects through networking, referrals, social media, and personal connections.
• Qualify leads based on financing needs, home ownership plans, property purchases, or refinancing opportunities.
• Build and maintain relationships with referral partners and prospective customers.
• Generate and manage a consistent pipeline of qualified mortgage leads.
• Maintain customer database and conduct regular customer reviews.
• Ensure high customer satisfaction and build long-term relationships and referrals.

Skills

Sales and negotiation

Customer-centric mindset

Self-motivated and target driven

Financial services experience

Education

Diploma or Degree preferred

Job description

This role is responsible for providing mortgage financing solutions and protection planning services to prospective and existing clients. The consultant is expected to build long‑term client relationships while achieving sales and productivity targets in accordance with company and regulatory requirements.

Key responsibilities

Attend to mortgage enquiries and conduct customer fact‑finding

Recommend suitable financing solutions and assist clients through loan submission process

Coordinate with banks and financial institutions and follow up on application status

Introduce suitable insurance and financial protection solutions including MRTA / MRTT, Life & Medical Insurance, and Legacy planning

Source and identify potential mortgage prospects through networking, referrals, social media, and personal connections

Qualify leads based on financing needs, home ownership plans, property purchases, or refinancing opportunities

Build and maintain relationships with referral partners and prospective customers

Generate and manage a consistent pipeline of qualified mortgage leads

Maintain customer database and conduct regular customer reviews

Ensure high customer satisfaction and build long‑term relationships and referrals

About you

Diploma or Degree preferred

Customer‑centric mindset

Sales and negotiation skills

Self‑motivated and target driven

Mortgage, banking, insurance or financial services experience is an advantage

Structured Training

Performance Incentives