Job Description

Dehoney Financial Group (DFG) is an established Vancouver-based full-service consulting firm offering group benefits and retirement consulting, third-party administration (TPA) services, corporate and personal life insurance as well as individual retirement and financial planning in BC and nationally. As a client-centric team, we are passionate and enthusiastic about our work, understanding that change is constant, and a well-designed solution adapts to meet a client\xe2\x80\x99s needs. For 40 years, Dehoney Financial Group has been a leader in group benefits and group retirement consulting as well as insurance (life, critical illness (CI) and disability insurance (DI)), working to ensure the physical and emotional well-being and financial future of employees and their families. In our industry, we are respected leaders (gold standard) who are passionate about our values including honesty, integrity, collaboration, and teamwork. DFG is a proud partner of Navacord, one of Canada\'s top 4 commercial insurance brokerages and a leader in risk management services. Our people believe that by providing best-in-class service, expert advice, care, and commitment we can improve the lives of our clients and their employees. Visit us at www.dehoney.com Our Consulting teams work alongside our clients\xe2\x80\x99 human resources, finance, and executive teams to identify objectives in all aspects of plan design and delivery. We manage national, regional, and multi-insurer benefit and retirement programs. There has never been a better time to consider a career at Dehoney Financial Group. We are growing and looking for some great new people to join our team. Check out this and other postings at dehoney.com We are looking for an Associate Advisor that can start selling in one or more areas of our business and expand to sell across several/all our offerings while developing your block of clients. Come grow your career, learn from industry leaders and work with a collaborative team to support you on your journey. Why DFG? You will enjoy competitive compensation and health benefit plan; matching Group RRSP; Employee Assistance Program; career growth/development and tuition reimbursement; above standard vacation; advancement opportunities; volunteer day to give back to your community; fun social events because we believe it makes our team stronger; convenient location (close to transit, restaurants, etc.); bike-commuter friendly (showers, bike lock-up, etc.), casual Fridays. Join a team with positive dynamics where: \xc2\xb7 Innovative/creative ideas are encouraged and welcomed; all employees are important contributors and can have an impact. \xc2\xb7 Being thoughtful, supportive, respectful, and reliable is the norm. \xc2\xb7 Teamwork, flexibility, and accountability are valued. \xc2\xb7 We celebrate diversity and inclusivity. \xc2\xb7 We support each other through change while learning and growing together. About You Like us, you love the financial (wealth management) and insurance (group benefits, group retirement, insurance (life and critical illness) industry. You are relationship and customer focused, and an excellent communicator. You will provide consulting expertise to clients including: \xc2\xb7 Identify and develop new client relationships to facilitate new business opportunities to meet sales targets and achieve steady sales growth across the organization (Group Benefits, Group Retirement, and Individual (Life, CI, and DI). \xc2\xb7 As you build your client base you will grow existing client relationships, while identifying opportunities for adding other lines of coverage, products, or services. Candidates with 3 years related industry experience, especially those holding any of the following insurance related professional designations (such as: Certified Employee Benefits Specialist (CEBS); Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) designation) along with proven sales and business development skills are encouraged to apply. Candidates at various levels of experience are encouraged to apply. Looking for career growth? As an Associate Advisor, mastering this role is a fundamental step in gaining the knowledge to advance to an Advisor role. About the Opportunity The Associate Advisor provides consulting expertise, client management in addition to growing and building business with current and prospective clients to ensure steady sales growth across the business. As an advocate for your client, you champion their needs and proactively communicate on all service-related issues to develop long-term relationships. The role liaises with clients, internal stakeholders, insurance companies and carriers. Key Responsibilities include: \xc2\xb7 As you grow your client base, engage clients to ensure you are exceeding client experience serving as their primary contact on delivery of all services including consulting, account management, sales, and policy service. \xc2\xb7 Oversee and prepare client deliverables including: o Group Benefits - Reports and presentations regarding plan design, pricing, funding, employee contributions, strategies, reserve calculations, benchmarking studies, negotiations, renewals, and vendor management). o Insurance (Life, CI & DI) - Policy sales and service; Associate Advisors also provide policy service support for other DFG Advisors. o Group & Individual Retirement \xe2\x80\x93 Working with prospective clients to help them establish company retirement plans. You will be involved in the complete sales process including prospecting, completing RFP\xe2\x80\x99s, and implementing group retirement plans. You will also assist employees with their saving and investing strategies. \xc2\xb7 Facilitate and support a quality service culture including continually adding value to the customer partnership beyond price alone. This includes advising clients of emerging industry trends and best practices. \xc2\xb7 Oversees the execution of major projects including plan marketing, requests for proposal, carrier implementation and renewal (GB and Insurance). \xc2\xb7 Maintaining service and revenue accountability for a block of clients. \xc2\xb7 Growing and building business with current and prospective clients. Follow up on new leads to generate new business. Track activity and complete ongoing reporting (progress, sales pipeline, expenses, etc.) \xc2\xb7 Staying informed in other lines of business and actively identifying cross-sell as well as upselling opportunities. \xc2\xb7 Proactively resolve client issues by communicating with internal departments, insurance carriers and clients as necessary. \xc2\xb7 Work closely with the DFG team to formulate and implement client centric strategies to deepen client relationships. \xc2\xb7 Continue with professional development to enhance your skills and abilities. \xc2\xb7 Mentoring and supporting the growth and development of the DFG team. \xc2\xb7 Attend industry and company events/meetings to actively build and strengthen your professional network (industry affiliations and intermediary partners). Education and Experience \xc2\xb7 Bachelor\xe2\x80\x99s Degree and holding any of the following insurance related professional designations such as: Certified Employee Benefits Specialist (CEBS); Chartered Life Underwriter (CLU); Certified Financial Planner (CFP) designation). Willingness to work towards other designations is an asset \xc2\xb7 Minimum 3 years related industry experience with a strong knowledge of group benefit products as well as applicable legislation \xc2\xb7 Proven experience and success in the design & management of group benefits programs gained in a consulting, brokerage, or carrier environment \xc2\xb7 Prior new business development experience and if it is in our industry/related (wealth management) even better \xc2\xb7 LLQP/Life Licensed in the Province of BC (or willingness to become licensed within the first 3 months is required) \xc2\xb7 Must have a valid drivers\xe2\x80\x99 license and ongoing access to a vehicle for travel primarily in the lower mainland. Knowledge, Skills, & Abilities \xc2\xb7 Demonstrated ability to develop and maintain strong relationships (clients, internal, insurance carriers and business community) \xc2\xb7 Proven experience in sales process (from initial contact through to end of sale) \xc2\xb7 Demonstrated ability to meet sales targets/forecasts plus maintain steady sales growth and continuous new business generation \xc2\xb7 Ability to positively influence and negotiate with others to achieve results balancing the interests of the client and DFG \xc2\xb7 Self-motivated and works well independently as well as within a collaborative team \xc2\xb7 Excellent attention to detail with strong analytical and problem-solving skills \xc2\xb7 Strong communication (written and oral), and presentation/facilitation skills \xc2\xb7 Excellent time management skills \xc2\xb7 Working knowledge of the regulatory requirements affecting DC and DB retirement plans \xc2\xb7 Strong marketing skills and ability to use social media as a marketing/sales tool is an asset \xc2\xb7 Intermediate working knowledge in MS Office (Word, Excel, and PowerPoint); proficient in other technology tools/platforms (CRMs, etc.); adapts and quickly learns new technologies How to Apply This position will remain open until the right hire is made. We thank all interested candidates; however only shortlisted candidates will be contacted. No employment agency calls please. Please apply via Indeed by sending your resume & cover letter. At DFG we: \xc2\xb7 Have always believed a diverse workforce with broad perspectives and creative ideas benefits our clients, the communities we operate in and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. \xc2\xb7 Strive to create a flexible work environment where employees are empowered to do their best work. Flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. Job Types: Full-time, Permanent Salary: $36,791.07-$91,416.34 per year Benefits:

• Dental care
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Vancouver, BC: reliably commute or plan to relocate before starting work (required)

Application question(s):

• How many years of sales experience to you have?
• Do you have your LLQP and if not, are you willing to obtain in your first 3 months with us?
• How many years of insurance industry experience to you have?
• Are you looking for a role in the future that involves some business development where you will uncover your own sales opportunities?
• How many years of Group Benefits/Retirement experience do you have?

Work Location: In person