Responsibilities include:

Initial client engagement to determine if they are a good fit for the business

Work with the support team for the initial research and prepare clients' insurance proposals (Statement of Advice).

Client communication including phone calls, emails, and virtual meetings.

Work with the support team on the implementation of insurance applications and updating insurers or clients as to the state of an application.

Manage ongoing client communication and questions.

Once a month attending junior adviser meetings - This will give you a chance to provide feedback and coach newer advisers.

You will be working predominantly with all new to insurance clients who have been referred into the business and the biggest benefit is that there is no requirement to be prospecting for your own clients!

About you

What attributes should you have?

Attitude is the most important thing we will be looking for and some attributes we highly regard are below:

A growth mindset & someone who is coachable

Willing to speak up and give constructive feedback

Ability to simplify complex personal insurance terms

Attention to detail

Organised and efficient with your time.

Great email, time, and task management skills

Great with technology

Self-motivated

You don't take yourself too seriously.

What experience do you require?

You must have completed your Professional Year and be ready to step into a Financial Adviser role, with a focus on providing insurance advice. While 3+ years of industry experience is preferred, newer advisers are encouraged to apply, as we may have other opportunities available. In addition to this, the following is expected:

Great email management skills

Experience using financial planning quote comparison tools

High level of expertise in using insurance quoting software

Experience lodging insurance application

Detailed understanding of the insurance underwriting process and likely outcomes.

What Qualifications do you require?

FASEA Approved & 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.

About Us - Skye Wealth

Website - www.skye.com.au

Team Size: 9 Advisers, 5 Associates, 9 Para planners, 20 clients services, 15 in operations, marketing & leadership

Who are our clients: Our average new 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 specialist

Point of Difference:

You will never need to make a sales call or feel the need to pressure clients into ‘making a sale’

Work from home workplace so you can work in a suit & tie or tracksuit pants and mockies

Strong referral partners

A large team of support staff

Skye'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.

Communicate & collaborate.

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.