Sales Manager – Loan & Financial Advisory (Hybrid)

Talent Recruit; Kuala Lumpur; Hybrid; MYR 150,000 - 200,000; Full time

Job summary

A financial services firm is looking for a Sales Manager to manage loan advisory services. The ideal candidate will engage with clients to verify documentation, assess their financial profiles, and recommend loan solutions. Responsibilities include maintaining communication with clients, leading a sales team, and ensuring compliance with regulations. This hybrid position offers a competitive salary and commission structure, along with medical coverage. Interested candidates may apply via email.

Benefits

Competitive base salary + performance-based commission

Medical & Health Coverage

Qualifications

• 5–7 years in agency sales, consumer finance, bank loan sales, or similar fields.
• Knowledge of Debt Service Ratio assessment or willingness to learn.
• Basic understanding of bank lending criteria.

Responsibilities

• Engage with customers to verify submitted documents.
• Provide guidance on documentation submission.
• Assess customer profiles to recommend loan solutions.
• Advise on repayment feasibility and affordability.
• Lead and mentor a sales team.

Skills

Agency sales experience

Consumer finance knowledge

Bank loan sales experience

Communication skills

Customer service skills

Education

Diploma or Degree in related fields

Job description

Sales Manager – Loan & Financial Advisory (Hybrid)

We are representing our client, a new start-up in Malaysia that operates a Loan-Matching Platform, in their search for a Sales Manager (Loan Advisory)

Job Responsibilities

• Engage with customers after handover by Customer Relationship Officer and verify the accuracy and completeness of submitted documents
• Identify any missing documentation required by lenders and provide clear guidance to customers for submission
• Assess customer financial profiles to recommend suitable and responsible loan solutions tailored to their needs
• Advise customers on repayment feasibility in line with lenders’ criteria and individual affordability
• Maintain effective communication with customers
• Schedule and conduct customer meetings to drive loan approvals and close deals
• Lead and mentor a subordinate, fostering a disciplined, self-motivated, and high-performing team environment
• Report regularly on progress, challenges, and opportunities to senior management
• Collaborate with internal teams to enhance approval rates, streamline processes, and improve overall customer satisfaction
• Ensure strict confidentiality and compliance with all regulatory and internal requirements

Job Requirements

• Diploma or Degree in any related fields
• Minimum 5–7 years in agency sales, consumer finance, bank loan sales, or similar fields
• Knowledge of Debt Service Ratio assessment or willingness to learn
• Basic understanding of bank lending criteria

Other info

• Competitive base salary + performance-based commission
• Medical & Health Coverage is provided
• Hybrid working arrangement
• Qualified and interested candidates may apply online or email your updated resume to [e-mail]
• Only shortlisted candidates will be notified.

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