Financial Adviser

• You're passionate about helping people protect what matters most.
• You're not here to sell insurance; you want to give clients clarity, confidence, and peace of mind.
• You're excited to be part of a high-performing team where you can keep learning, contribute your voice, and have fun along the way.

If you're nodding your head, this might be your dream role.

• Be the first point of contact for new clients and determine if they're a good fit for Skye.
• Partner with our support team to research, prepare, and deliver insurance proposals (Statements of Advice).
• Communicate with clients through calls, emails, and virtual meetings.
• Work with our support team to implement applications and keep clients and insurers updated.
• Manage ongoing client relationships and queries with care.
• Join our monthly Junior Adviser meetings to provide feedback and mentor newer advisers.

The best part? All your clients will be referred to you. No prospecting, no cold calling, no pressure to make a sale. You will be working predominantly with all new to insurance clients who have been referred into the business delivering great advice and protecting what matters most.

1. You've got a growth mindset and are coachable.
2. You're not afraid to speak up and share constructive feedback.
3. You can simplify complex insurance terms for clients.
4. You're organised, detail-focused, and great with time/task management.
5. Tech comes naturally to you.
6. You're self-motivated and reliable, but don't take yourself too seriously.

• Completed your Professional Year
• Ideally 3+ years industry experience (though newer advisers are encouraged to apply as we may have other opportunities available).
• Strong skills in insurance quoting software and comparison tools.
• Experience lodging applications and navigating the underwriting process.
• Detailed understanding of the insurance underwriting process and likely outcomes.
• Excellent communication and email management skills.
• FASEA approved and 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.  

• 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).
• You will never need to make a sales call or feel the need to pressure clients into 'making a sale'
• Fully remote team with huge levels of flexibility (we're all about that high trust, high accountability life). We also have an office space in Melbourne so there is opportunity to connect with the Advice team in person.
• Strong referral partners
• A large team of support staff
• Strong referral partners
• A large team of support staff
• 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).

Website -

Team Size: 9 Advisers, 5 Associates, 9 Paraplanners, 20 clients services, 15 in operations, marketing & leadership. We will be a team of 80 by the end of 2025.

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

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.