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Remote financial adviser associate — growth & impact

Melbourne
at
Posted: 26 May
Offer description

You're motivated, detail-oriented, and you genuinely care about doing things properly.

You're not just looking for a job — you want a career where you can grow and develop alongside a high-performing team.

You love helping clients feel clear, confident, and looked after through the insurance process.

If you're nodding your head, we might just have your dream job.

Job Requirements

* Completed Bachelor's degree in Commerce, Finance, or Financial Planning.
* Must be Australian-based (to align with local compliance and time zones).
* Proficiency in Microsoft Office Suite (financial planning software experience is highly regarded).
* Great email management skills and strong attention to detail.
* Experience using financial planning quote comparison tools.
* High level of expertise using insurance quoting software.
* Experience lodging insurance applications.
* Detailed understanding of the insurance underwriting process and likely outcomes.
* Detailed understanding of different insurance products on the market.
* Exceptional verbal and written communication skills.
* You bring energy and motivation to your work.
* You're obsessed with being part of a team culture that values people and has real-world impact.
* You communicate clearly and can explain complex concepts simply.
* You're ethical, professional, confidential, and known for strong attention to detail.
* You love to have fun (because at Skye we're allergic to boring).

Job Responsibilities

* Work directly with our Senior Financial Advisers to support the delivery of high-quality personal insurance advice.
* Support initial client engagement to determine if clients are a good fit for the business.
* Work with our support team to complete initial research and prepare clients' insurance proposals (Statements of Advice).
* Manage client communication across phone calls, emails, and virtual meetings.
* Support implementation of insurance applications and keep insurers/clients updated on progress.
* Manage ongoing client questions and communication with care and clarity.
* Stay on top of tasks, follow-ups, and details so nothing slips through the cracks.

Job Benefits

* Down to earth culture with epic people.
* Fully remote team with huge levels of flexibility.
* Huge opportunities for career development.
* We've got very low employee turnover.
* A career with purpose.
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