Paraplanner

⚲ Philippines-based | Full-time and Remote

Skye is on the lookout for a Paraplanner to join our advice division. In this role, you will play a crucial role in supporting our financial advisers in delivering comprehensive personal insurance solutions to our clients.

What you’ll do:

  • Insurance Research: Keep up with the latest insurance products, carriers, and market trends to inform advisors.

  • Insurance Analysis: Evaluate clients' insurance needs and recommend suitable life, disability, income protection, and trauma insurance.

  • Insurance Proposals: Help prepare accurate and compliant insurance proposals and policy illustrations.

  • Compliance: Ensure all client interactions and documents meet regulatory and industry standards.

  • Technology Utilization: Use insurance software, CRM systems, and other tools effectively to streamline processes and maintain client records.

What you’ll bring to the table:

  • Bachelor's degree in Business Administration, Finance, or related field preferred.

  • Proficient in using Microsoft Office Suite and other relevant software applications.

  • Excellent verbal and written English communication.

  • Strong attention to detail and accuracy, acquiring missing information.

  • Ability to prioritize tasks, manage multiple assignments simultaneously.

  • A customer-centric approach with a commitment to building client relationships.

  • Effective collaboration and flexibility in cross-functional teams.

  • Maintain professionalism, confidentiality, and ethical standards.

  • Basic understanding of insurance products is a plus, but not required.

  • Willingness to learn and develop knowledge in the insurance industry.

  • Proactive mindset, displaying opportunities to improve client experience.

Who you are:

  • 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. 

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