Associate Advisor - Vancouver, Canada - Dehoney Financial Group

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's needs.

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.

• Innovative/creative ideas are encouraged and welcomed; all employees are important contributors and can have an impact.
• Being thoughtful, supportive, respectful, and reliable is the norm.
• Teamwork, flexibility, and accountability are valued.
• We celebrate diversity and inclusivity.
• We support each other through change while learning and growing together.

Like us, you love the financial (wealth management) and insurance (group benefits, group retirement, insurance (life and critical illness) industry.

• 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).
• As you build your client base you will grow existing client relationships, while identifying opportunities for adding other lines of coverage, products, or services.

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.

• 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.
• Oversee and prepare client deliverables including:

• Reports and presentations regarding plan design, pricing, funding, employee contributions, strategies, reserve calculations, benchmarking studies, negotiations, renewals, and vendor management).
• Insurance (Life, CI & DI)
• Policy sales and service; Associate Advisors also provide policy service support for other DFG Advisors.
• Group & Individual Retirement
• Working with prospective clients to help them establish company retirement plans. You will be involved in the complete sales process including prospecting, completing RFP's, and implementing group retirement plans. You will also assist employees with their saving and investing strategies.
• 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.
• Oversees the execution of major projects including plan marketing, requests for proposal, carrier implementation and renewal (GB and Insurance).
• Maintaining service and revenue accountability for a block of clients.
• 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.)
• Staying informed in other lines of business and actively identifying crosssell as well as upselling opportunities.
• Proactively resolve client issues by communicating with internal departments, insurance carriers and clients as necessary.
• Work closely with the DFG team to formulate and implement client centric strategies to deepen client relationships.
• Continue with professional development to enhance your skills and abilities.
• Mentoring and supporting the growth and development of the DFG team.