Financial Adviser - Risk Insurance Specialist

⚲Australia-based | Full-time and Remote (Or Greensborough, Victoria if you would like an office space)

What you’ll do:

  • 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!

We're looking for a Financial Adviser to connect with potential clients, assess their needs, and collaborate with our team to prepare insurance proposals. You'll manage client communication, oversee application processes, and participate in monthly meetings to mentor junior advisers.

Who you are:

  • 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 you’ll bring to the table:

FASEA Approved and on the adviser register. 

Ideally have a minimum of 3 years experience as a financial planner, specialising in insurance advice, however, newer advisers are encouraged to apply as we may have other positions available. On top of this the below 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.

Ready to be a part of something great? Send your application at careers@skye.com.au and join our awesome team!