MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.
Mission
MoneySmart generates home loan leads from customers looking to connect with a Mortgage Specialist. You will engage leads, understand their mortgage needs, and guide them through the application process, while driving revenue and ensuring compliance. This role offers :
- A full work-from-home arrangement for Malaysia based position / hybrid working model for our Singapore based position
- Base salary plus performance-based commissions with high earning potential
- All leads provided by the company and no requirement for face-to-face customer interactions
- Comprehensive training will be provided on Singapore property purchases, refinancing processes, and mortgage products
- Flexibility to be available outside standard working hours may be required to accommodate customers’ schedules
Responsibilities
- Promptly engage assigned leads and understand their mortgage requirements (new purchase, refinancing, or cash-out)
- Compare mortgage options and recommend the most suitable solutions
- Advise customers on the overall property purchase and financing process
- Support customers through the application journey until approval and loan completion
- Review loans nearing the end of their lock-in period and advise on refinancing opportunities
- Achieve monthly mortgage revenue targets and identify opportunities to maximise lead potential
- Liaise with bankers on rates and promotions as needed
- Ensure strict adherence to compliance, regulatory requirements, and internal policies
Requirements
- Minimum 5 years of relevant experience in mortgage sales
- Clear, confident communicator with strong verbal and written communication skills
- Strong product knowledge of home loans and the broader mortgage industry
- Highly sales-driven, goal-oriented, and results-focused, with the resilience and persistence to navigate setbacks and objections
- Proven ability to consistently achieve or exceed monthly sales targets in a fast-paced, performance-driven environment
- Strong computer literacy, with hands-on experience using CRM systems and highly meticulous in administrative work, including accurate application checks and timely
- Highly responsive and customer-centric, delivering prompt follow-ups, sound advice, and an excellent overall customer experience
- Self-motivated, disciplined, accountable, and committed to achieving monthly sales targets
Moneysmart culture values and tenets
The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:
- Play to win as a team
- Solve for the customer
- Embrace a personal growth mindset
- Step up and own it
- Challenge the status quo and deliver outcomes
MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias.
Top Skills
What We Do
MoneySmart Group is South East Asia's leading personal finance portal helping consumers compare loans, insurance, and credit cards. You have life goals to meet and want to get ahead. It could be about choosing the right credit card for your needs, selecting the right mortgage plan for your first home or managing a savings plan for successful retirement. You have tons of decisions to make, but time, money and energy are limited resources. On top of that, there are so many banks out there trying to sell you their products. How then do you make sense of the flood and complexity of information without feeling like you’re getting screwed over? At MoneySmart, we’ve made it our mission to simplify your personal finance decisions. As everyday consumers ourselves, we understand your expectations, hopes and concerns and we've built MoneySmart.sg in Singapore and DuitPintar.com in Indonesia as the go-to, all-in-one portals for personal finance. We work together with you to help make your life goals happen. So whether you’re budgeting your first pay check, crossing out something from the ultimate travel bucket list, saving for that dream wedding, becoming a new homeowner or planning for retirement, you can be assured of making a smart choice – all for free in one place. From everyday decisions like choosing the best credit card to big decisions like buying a home, we show you what’s out there, recommend what’s best for you and help you to apply. Be informed and inspired about how to best earn, spend and grow your money to achieve your goals in life. MoneySmart Group is HIRING and we're looking for talented people like you! https://www.moneysmart.com/
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