Description

Does this sound like you?

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 (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).
Fully remote team with huge levels of flexibility (we’re all about that high trust, high accountability life)
Huge 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:
At Skye Wealth,  we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 35 employees based around the world and 1,800 clients and we’re growing fast.

 So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it.

If this sounds like you, don’t wait!  Apply now by submitting your cover letter and resume.

If you want to talk more about the role or have any questions, email our HR team and we would love to chat more careers@skye.com.au