What you'll doBe the first point of contact for new clients and determine if they're a good fit for Skye.Partner with our support team to research, prepare, and deliver insurance proposals (Statements of Advice).
Communicate with clients through calls, emails, and virtual meetings.Work with our support team to implement applications and keep clients and insurers updated.Manage ongoing client relationships and queries with care.Join our monthly Junior Adviser meetings to provide feedback and mentor newer advisers.The best part?
All your clients will be referred to you.
No prospecting, no cold calling, no pressure to make a sale.
You will be working predominantly with all new to insurance clients who have been referred into the business delivering great advice and protecting what matters most.About youYou've got a growth mindset and are coachable.You're not afraid to speak up and share constructive feedback.You can simplify complex insurance terms for clients.You're organised, detail-focused, and great with time/task management.Tech comes naturally to you.You're self-motivated and reliable, but don't take yourself too seriously.What you'll bringCompleted your Professional YearIdeally 3+ years industry experience (though newer advisers are encouraged to apply as we may have other opportunities available).
Strong skills in insurance quoting software and comparison tools.Experience lodging applications and navigating the underwriting process.Detailed understanding of the insurance underwriting process and likely outcomes.Excellent communication and email management skills.FASEA approved and on the Adviser Register.This would be a great fit for:An adviser who is wants to join a growing, high-performing, and highly skilled firm that is passionate about helping educate and empower people to get their personal insurance sorted out.
There is no expectation to build your own referral sources or generate your own clients, we just need great advisers to help service our current inbound clients.What you'll get (the Benefits):Down to earth culture with epic people (even if we do say so ourselves, plus don't just take our word for it - it's all detailed in our latest employee culture survey results which we're more than happy to share with you because the results are very impressive).
You will never need to make a sales call or feel the need to pressure clients into 'making a sale'Fully remote team with huge levels of flexibility (we're all about that high trust, high accountability life). We also have an office space in Melbourne so there is opportunity to connect with the Advice team in person.Strong referral partnersA large team of support staffStrong referral partnersA large team of support staffHuge opportunities for career development (because we're growing super fast which means a lot of room for progression)We've got very low employee turnover. Our people love it here (slide into their DMs on LinkedIn to ask them for the inside goss).A career with purpose (we're changing lives and protecting people's future and we don't take that lightly).About Us: Skye WealthWebsite - Size: 9 Advisers, 5 Associates, 9 Paraplanners, 20 clients services, 15 in operations, marketing & leadership. We will be a team of 80 by the end of 2025.Who are our clients: Our average current client age is mid-30's and they are all introduced to the business by multiple trusted referral partners. They come to us with an understanding of the need for insurance but just need an expert to guide them in the right direction.How big is the business: We have seen significant growth in the last 4 years since we focused on specialising in personal insurance-only advice. In the 2024 calendar year, we helped put in place 940 new policies in place and are on track for more growth.What type of business: Personal insurance specialistSkye's Purpose: At Skye, we help people protect what matters most by providing simple & affordable advice.Skye's Values:Here for our clients.Take ownership, give grace.Excellence & efficiency.Keep it fun & keep it real.We're one team.If the above resonates with you, please apply and note we are an equal opportunities employer, and strongly encourage people of all backgrounds to apply.Unlock job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Do you have experience in a role which requires relationship management experience?Which of the following statements best describes your right to work in Australia?How many years' experience do you have as a Risk Insurance Specialist?
Do you have customer service experience?
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