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With permission from Synergy Solutions we've reprinted the following example.
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
HR Representative___________________________________
Department Manager__________________________________
Date Completed______________________________________
Permissions
O Developing
O Measuring Performance
O Other
6. Job Responsibilities: Please describe what you do. Indicate those responsibilities you consider to
be most important and/or most difficult. Please use a separate sheet if necessary.
a. Daily responsibilities:
b. Periodic responsibilities (Please indicate whether weekly, monthly, quarterly, etc.):
c. How long have you been performing these responsibilities?
d. Are you now performing unnecessary responsibilities? If yes, please describe.
e. Should you be performing duties that are not currently included in your responsibilities? If yes,
please describe.
7. EDUCATION: Please check the educational requirements for your position, not your own
educational background.
O High school diploma or equivalent
O Associates degree
O Bachelors degree
O Masters degree
O Professional license/specialized training
List advanced degrees, special training, or specific professional license.
Please indicate the education you had when you started this position.
8. EXPERIENCE: Please specify the amount needed to perform your responsibilities.
O No experience
O One to three years
O One month to six months
O Three to five years
O Seven months to one year
O Five to ten years
Please indicate the experience you had when you started this position.
9. SKILL: Please list any skills required in the performance of your position. (For example, amount of
accuracy, alertness, precision in working with described tools, methods, systems, etc.)
10. EQUIPMENT: If your position requires you to use any equipment and/or programs, please list
the equipment and check how often you use it. Please use a separate sheet if necessary.
Equipment/Programs
a.
b.
c.
Rarely
Occasionally
Frequently