Project #83937 - 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

My Perception of Myself

Aspect

My Perception of Myself

Quiet

 

Open

 

Decision speed

 

Impulsive

 

Going along

 

Opinions

 

Supportive

 

Informal

 

Compliant

 

Emotional

 

Deliberate

 

Easy to know

 

Asking

 

Warm

 

Cooperative

 

Excitable

 

Risk

 

Animated

 

Slow, studied

 

People-oriented

 

Cautious

 

Spontaneous

 

Indulgent

 

Responsive

 

Nonassertive

 

Humorous

 

Mellow

 

Impulsive

 

Reserved

 

Lighthearted

 

Total Score

 

Total Score

 

/ 15

 

/ 15

 

 

 
 


 

 

 

Low Responsiveness

 

I have plotted my score here:

 

 

       
 
 
   

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 Business
Due By (Pacific Time) 09/27/2015 03:36 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