Tele-Interviewer - Risk Insurance

About the Role

Are you a people person looking to launch your career or your next role within the insurance advice space? We're looking for a friendly and motivated 
Tele-Interviewer
 to join our growing team. In this role, you'll speak with clients over the phone to collect key information and help process insurance applications. You'll work closely with a supportive team and gain hands-on experience in the financial services industry.

What You'll Do:

• Populate client's application forms
• Deliver high levels of customer service during tele-interviews
• Update records and support the advice team
• Be a positive, friendly voice for the business
• Learn about the financial advice process and grow your skills
• Collaborating with the wider team by sharing knowledge and resources, and contributing to collective problem-solving efforts to achieve shared goals for our clients

Skye's Commitment to You

• Supportive team environment:
   You'll be surrounded by experienced professionals who genuinely care and are happy to share their knowledge.
• Ongoing mentoring and development:
   We'll help you build your confidence and skills through structured training, one-on-one mentoring, and plenty of learning opportunities.
• Flexible hybrid work setup:
   Work from home then collaborate in person at our Greensborough office 3 days per week.
• A genuine career pathway:
   Whether you're just getting started or aiming to become a financial adviser down the track, we'll support you every step of the way.

About You

We highly value attitude and the following attributes:

• A growth mindset & someone who is coachable
• Willing to speak up and give constructive feedback
• 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 Qualifications do you require?

No formal qualifications required – this is an entry-level role ideal for someone looking to begin their career in financial services.

• No formal qualifications required
• 1 year of experience in the insurance or financial services industry preferred but not essential
• Exceptional customer service skills
• Excellent communication skills, both written and verbal
• Active listening skills
• High attention to detail
• Ability to engage in active questioning
• Ability to manage multiple tasks and competing priorities in a fast-paced environment

This would be a great fit for?

If you're someone who loves talking to people, is eager to learn, and ready to grow or start your journey in financial services — we'd love to hear from you.

About Us - Skye Wealth

Website -

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

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 this sounds like the kind of role you're looking for, we encourage you to apply.