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Example Overview

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

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)
B. Skills and Aptitudes
1) Fearless cold caller, 250+ Outbound calls per week
2) Ability to close a sale
3. Adapt to changing financial conditions and meet customer expectations
C. Environment and Physical
1) Work in high volume sales office
2) Be able to sit for prolonged periods of time
3) Be able to travel to client locations 25% of time
D. Licenses/Certifications
1) CFP - Certified Financial Planner
2) California Drivers License
Success Factors
A. Grow Sales
1) Increase market channel penetration by 30% in first Year
2) Develop 3 secondary channels in first 180 days
3) Grow referral-based sales from 15% to 20% in first year
B. Develop Sales Department
1) Recruit and train 2 junior sales associates with gross sales of $500K by 3nd
quarter
2) Increase number of sales presentations by 20% within 12 months
3) Implement Web-Meeting presentation System to Reduce travel costs by 20% per
year
Comments____________________________________________
____________________________________________________
____________________________________________________

HR Representative___________________________________
Department Manager__________________________________
Date Completed______________________________________

Job Analysis: Template #1


8/29/2014

Permissions

Your Position Title _________________________________


Date __________________
Your Name _______________________________
Managers Title _____________________________
Managers Name _______________________ Hours Worked ______________________
1. What is the general purpose of your position?
2. What was your last position? If it was in another organization, please name it.
3. To what position would you normally be promoted?
4. If you regularly supervise others, list them by name and position title.
5. If you supervise others, please check those activities that are part of your supervisory
responsibilities:
O Hiring
O Promoting
O Compensating
O Training
O Budgeting
O Disciplining
O Scheduling
O Directing
O Terminating

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