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The example below is for a sales person who is selling financial service products. About 75% of his/her time is spent in the office and the other 25% is out on the road making presentations to customers. The job requires a Certified Financial Planners designation and requires heavy duty lead generation.
Job Title: Financial Planning Sales Classification: Full Time Exempt Employee Department/Division: Financial Product/ Western Regional Location: Orange County California Pay Grade: Level IV (Base + Commission) Job Requirements A. Summary of Position Researches and identifies target client sectors for financial product services. Develops and implements a sales process to include initial contact, follow up, presentation and closing procedures. Maintains records of contacts and sales status including contact reports, sales projections and quota ratios. B. Job Duties 1) Research and Create targeted new client lists within Orange County California territory 2) Makes initial contact with potential clients 3) Performs routine and regular follow up with potential clients 4) Performs routine and regular follow up with former clients 5) Visits potential clients and makes sales presentations 6) Closes sales 7) Maintains regular record reporting sales activity C. Computer Skills and Software Used 1) Windows operating system 2) MS Office including Word, Excel and PowerPoint 3) Constant Contact or other Customer Relations Management Software D. Reporting Structure 1) Reports to regional sales manager 2) Has nobody directly reporting to this position 3) Required to participate in Annual Sales Meeting Employee Requirements A. Education and Training 1) Bachelor Degree in business, finance or accounting or 5 Years experience and High School Diploma. Bachelors Degree Preferred 2) ABC Financial Planning - Level 3 or higher (Fictional) For more information about the hiring process visit Staffing & Recruiting Essentials...
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