Why Dehoney Financial Group?

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:

  • 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
  • collaboration, flexibility and accountability are valued
  • we celebrate diversity and inclusivity
  • we support each other through change while learning and growing together

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. We currently have openings for a Benefits Administrator and Associate Advisor.

 

Associate Advisor (Group Benefits/Retirement & Insurance)
Vancouver, BC

We are looking for an Associate Advisor who can start selling in one or more areas of our business and expand to sell across several/all our offerings, while developing your book of clients. Come grow your career, learn from industry leaders, and work with a collaborative team to support you on your journey.

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:

• 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.

Candidates with 3 years of related industry experience, especially those holding any of the following insurance-related professional designations (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 and 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:

  • 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:
    1. Group Benefits – Reports and presentations regarding plan design, pricing, funding, employee contributions, strategies, reserve calculations, benchmarking studies, negotiations, renewals, and vendor management)
    2. Insurance (Life, CI & DI) – Policy sales and service; Associate Advisors also provide policy service support for other DFG Advisors.
    3. 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 cross-sell 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.
  • Attend industry and company events/meetings to actively build and strengthen your professional network (industry affiliations and intermediary partners).

Education and Experience

  • Bachelor’s 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.
  • Minimum 3 years related industry experience with a strong knowledge of group benefit products as well as applicable legislation
  • Proven experience and success in the design & management of group benefits programs gained in a consulting, brokerage or carrier environment
  • Prior new business development experience and if it is in our industry/related (wealth management) even better.
  • LLQP/Life Licensed in the Province of BC (or willingness to become licensed within the first 3 months is required)
  • Must have a valid drivers’ license and ongoing access to a vehicle for travel primarily in the lower mainland.

Knowledge, Skills, & Abilities

  • Demonstrated ability to develop and maintain strong relationships (clients, internal, insurance carriers and business community)
  • Proven experience in sales process (from initial contact through to end of sale)
  • Demonstrated ability to meet sales targets/forecasts plus maintain steady sales growth and continuous new business generation
  • Ability to positively influence and negotiate with others to achieve results balancing the interests of the client and DFG
  • Self-motivated and works well independently as well as within a collaborative team
  • Excellent attention to detail with strong analytical and problem-solving skills
  • Strong communication (written and oral), and presentation/facilitation skills
  • Excellent time management skills
  • Working knowledge of the regulatory requirements affecting DC and DB retirement plans
  • Strong marketing skills and ability to use social media as a marketing/sales tool is an asset
  • 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, so please send your resume & cover letter to careers@dehoney.com with your “last name – Associate Advisor” in the subject line. We thank all interested candidates; however only shortlisted candidates will be contacted. No employment agency calls please.


Benefits Administrator 
Vancouver, BC

About You

As a key client contact, you thrive providing excellent service and enjoy the detail of organizing, tracking, and list checking that comes with administration. You support our consultants and customers by providing accurate and timely entry into our internal benefit systems.

You are a natural at finding ways to improve efficiencies in processes while ensuring data integrity. You enjoy working in a collaborative environment and are skilled at prioritizing and executing projects. You understand that high client satisfaction is the key to the organization’s success and take great delight in providing high-quality client deliverables on time and error-free.

Candidates at various levels are encouraged to apply, especially those who have gained experience through an insurance company. Looking for career growth? Mastering this role could be a key step and a career path to more senior roles within our administration team (as a Senior Benefits Administrator), and in the organization long-term as a Benefits Analyst or an Account Manager/Client Relationship Manager should that be your career aspiration.

About the Opportunity

The Benefits Administrator provides Third Party Administration for Dehoney Financial Group (DFG), which includes the administration, education, and communication of the Group Insurance Program and other benefits available to our clients. The role liaises with clients, internal stakeholders, and insurance companies/carriers.

Key Responsibilities include:

  • Administer employee benefits and provide client services for various groups.
  • Process enrolments, terminations, and changes to employee’s/member’s records by entering them into online systems.
  • Review employee applications for accurate and complete information and initiate appropriate follow-up procedures.
  • Prepare, print, and send client invoices.
  • Produce and release accurate monthly billing statements on a timely basis to clients.
  • Act as the primary liaison on day-to-day queries between insurance companies/carriers and the groups/clients, and when required, escalate to your supervisor; ensure that all employee information is accurate and recorded on all insurer’s systems.
  • Reconcile and validate billing statements and member data records with insurance carrier records where applicable.
  • Assist with new client implementations.
  • Handle inquiries from employers relating to their group employee benefits and escalate to the manager when necessary.
  • Assist the manager with exceptions/variances and any escalated issues or actions that need to be taken related to assigned clients.
  • Assist in writing internal and external administration manuals.
  • Assist with various projects.

Education and Experience

  • Minimum of 1 year relevant industry experience, ideally in a similar role.
  • Proven experience administering and handling benefit groups is an asset.
  • Experience with payroll is an asset.

Knowledge, Skills, and Abilities

  • Excellent customer service and communication skills.
  • Self-motivated and works well independently as well as within a collaborative team.
  • Ability to develop and maintain effective relationships both internally and externally.
  • Strong analytical and problem-solving skills.
  • Strong time management skills and ability to prioritize.
  • Excellent attention to detail and high accuracy in completing data entry; at least 75% of the role is entering & reconciling data.
  • Proficiency in database programs is an asset.
  • Ability to deal with various insurance policies.
  • Intermediate knowledge of Microsoft Excel and Word.

How to Apply

This position will remain open until the right hire is made, so please send your resume & cover letter with your “last name – Benefits Administrator” in the subject line to careers@dehoney.com. We thank all interested candidates; however, only shortlisted candidates will be contacted. No employment agency calls, please.


At DFG, we 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.

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.