Sample job analysis


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Sample job analysis

  1. 1. ©Property of Synergy Solutions 2009Example OverviewThe example below is for a sales person who is selling financial service products. About 75% of his/hertime is spent in the office and the other 25% is out on the road making presentations to customers. Thejob requires a Certified Financial Planners designation and requires heavy duty lead generation.Job Title: Financial Planning SalesClassification: Full Time Exempt EmployeeDepartment/Division: Financial Product/ Western RegionalLocation: Orange County CaliforniaPay Grade: Level IV (Base + Commission)Job RequirementsA. Summary of PositionResearches and identifies target client sectors for financial product services. Develops and implementsa sales process to include initial contact, follow up, presentation and closing procedures. Maintainsrecords 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 activityC. 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 SoftwareD. Reporting Structure 1) Reports to regional sales manager 2) Has nobody directly reporting to this position 3) Required to participate in Annual Sales MeetingEmployee RequirementsA. 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
  2. 2. ©Property of Synergy Solutions 2009B. 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 expectationsC. 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 timeD. Licenses/Certifications 1) CFP - Certified Financial Planner 2) California Drivers LicenseSuccess FactorsA. 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 yearB. 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 yearComments__________________________________________________________________________________________________________________________________________________________________________________________HR Representative_________________________________________________Department Manager_______________________________________________Date Completed___________________________________________________Feel Free to use this sample job analysis for as an example of what yours should look like.If you need more information about the general concept of a job analysis, you can look at our pages onfunctional job analysis , or definitions of succes for a job description.For more information about the hiring process visit Staffing & Recruiting Essentials