Project #72365 - Journal Assignment - Selling Financial Services

Assignment and assignment info. is attached. Text reference is not available, so please try your best without it. Please remember this is all relating to selling financial services. 

 

Reflective Journal Assignment – Instructions and Marking Rubric

Instructions

1.     Read the section on “Adaptive selling for relationship building” pages 258-279 in the 2014 edition of the Sheridan selected chapters text – ABC’s of Relationship Selling Through Service.

 And using this document (see below) complete the rating exercise to determine your own social style: (5 Marks)

a.     see Exhibit 5-6, Page 271

b.     see Exhibit 5-4 , Page 268

c.     Are you an Analytical, Driver, Amiable or an Expressive? Do you agree with this identification? Reply Y/N with 4-5 sentences as to how you feel.

 

2.     Review the BMO Financial Group’s Role Information sheet for skills and attributes by specific roles and complete the schedule (see below) showing the key skills and attributes for each position. Then summarize the top three skills and attributes and discuss why they are important. (10 Marks)

 

3.     After doing 1 and 2; now detail how you currently feel about a future in “selling” in the financial services industry. What are your career aspirations? What do your fear/like most about selling? (5 Marks)

 

3.     I feel:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1.    Social Style Rating Exercise, see Page 271 for full description (5 Marks)

Assertiveness Ratings

Responsiveness Ratings

Aspect

1                2               3              4

My Assessment of Myself

Aspect

4               3               2              1

My Assessment of Myself

Quiet……………………….….....Talkative

 

Open………………………………..Closed

 

Slow to decide……….Fast to decide

 

Impulsive……………………Deliberate

 

Going along………...…Taking charge

 

Use opinions……………… Use facts

 

Supportive……………...…Challenging

 

Informal …………………………Formal

 

Compliant……………………..Dominant

 

Emotional………………Unemotional

 

Deliberate…………..….Fast to decide

 

Easy to know……….Hard to know

 

Ask questions..….Make statements

 

Warm…………………………………Cool

 

Cooperative…………….…Competitive

 

Excitable……………….……………Calm

 

Avoid risk…………..…………Take risks

 

Animated…………….…Poker-faced

 

Slow, studied……..………..Fast-paced

 

People-oriented….Task-oriented

 

Cautious……………………….…Carefree

 

Spontaneous……………….Cautious

 

Indulgent……………………..………..Firm

 

Responsive………..Nonresponsive

 

Nonassertive………………….Assertive

 

Humorous……………………..Serious

 

Mellow………….……….Matter-of-fact

 

Impulsive…………………Methodical

 

Reserved……………………….Outgoing

 

Lighthearted…………………..Intense

 

Total Score

 

Total Score

 

/ 15

 

/ 15

 

 


 

I have plotted my score here:

               
   

Low Responsiveness

 
 
 
 
   

High Responsiveness

 
 
   

I am an Analytical, Driver, Amiable or an Expressive.

I (do/don’t) agree with this identification? Reply Y/N with 4-5 sentences as to how you feel about your classification.

 

 

 


 

 

2.     BMO Role Analysis (10 Marks)

ROLE (you complete for all positions in the BMO document)

“QUALIFICATIONS REQUIRED PRE-HIRE” – identify the requirements for each position

How do you rate yourself versus these Qualifications?

(This is a self-assessment exercise, so no wrong answer) 5 Marks

Customer Service Representative

 

 

Financial Services Coordinator

 

 

You add the rest of the roles

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Now identify the top three qualifications based on your review of all the positions and indicate why they are important. 5 Marks

1.

 

 

 

 

 

2.

 

 

 

 

3.

 

 

 

They are important because:

 

Subject English
Due By (Pacific Time) 05/29/2015 12:00 pm
Report DMCA
TutorRating
pallavi

Chat Now!

out of 1971 reviews
More..
amosmm

Chat Now!

out of 766 reviews
More..
PhyzKyd

Chat Now!

out of 1164 reviews
More..
rajdeep77

Chat Now!

out of 721 reviews
More..
sctys

Chat Now!

out of 1600 reviews
More..
sharadgreen

Chat Now!

out of 770 reviews
More..
topnotcher

Chat Now!

out of 766 reviews
More..
XXXIAO

Chat Now!

out of 680 reviews
More..
All Rights Reserved. Copyright by AceMyHW.com - Copyright Policy