CompGeo Salary Survey Benchmark Job Summary and Competencies

Sales Agents, Selected Business Services

The Benchmark Job Description below represents the specific Position Characteristics of the job used in the Salary Survey. Benchmark Job Descriptions should be inspected carefully to review the degree of matching between an organizations' Job and the Salary Survey Benchmark. Matching internal Jobs to Salary Survey Benchmark Jobs should not be done on Job Title alone. A thorough comparison of Salary Survey Benchmark to Internal Job Descriptions is recommended. A good overlap should exist on any comparisons used on critical Job Dimensions and Competencies.
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
Summary Job Description Tasks
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments. Determine customers' financial services needs and prepare proposals to sell services that address these needs.
 
Contact prospective customers to present information and explain available services.
 
Sell services or equipment, such as trusts, investments, or check processing services.
 
Prepare forms or agreements to complete sales.
 
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
 
Review business trends to advise customers regarding expected fluctuations.
 
Make presentations on financial services to groups to attract new clients.
 
Evaluate costs and revenue of agreements to determine continued profitability.
 
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
Important Knowledge Competencies Competency Description
Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
 
Sales and Marketing Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
 
English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
 
Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 
Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 
Administration and Management Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
 
Law and Government Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
 
Computers and Electronics Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 
Education and Training Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
 
Psychology Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
 
Personnel and Human Resources Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
 
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
Important Skill Competencies Competency Description
Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
 
Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
 
Speaking Talking to others to convey information effectively.
 
Persuasion Persuading others to change their minds or behavior.
 
Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.
 
Reading Comprehension Understanding written sentences and paragraphs in work related documents.
 
Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
 
Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
 
Writing Communicating effectively in writing as appropriate for the needs of the audience.
 
Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making.
 
Time Management Managing one's own time and the time of others.
 
Negotiation Bringing others together and trying to reconcile differences.
 
Service Orientation Actively looking for ways to help people.
 
Monitoring Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
 
Coordination Adjusting actions in relation to others' actions.
 
Instructing Teaching others how to do something.
 
Systems Evaluation Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
 
Learning Strategies Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
 
Systems Analysis Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
 
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
Important Ability Competencies Competency Description
Oral Expression The ability to communicate information and ideas in speaking so others will understand.
 
Oral Comprehension The ability to listen to and understand information and ideas presented through spoken words and sentences.
 
Speech Recognition The ability to identify and understand the speech of another person.
 
Speech Clarity The ability to speak clearly so others can understand you.
 
Written Comprehension The ability to read and understand information and ideas presented in writing.
 
Problem Sensitivity The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
 
Deductive Reasoning The ability to apply general rules to specific problems to produce answers that make sense.
 
Written Expression The ability to communicate information and ideas in writing so others will understand.
 
Near Vision The ability to see details at close range (within a few feet of the observer).
 
Originality The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
 
Inductive Reasoning The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
 
Fluency of Ideas The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
 
Information Ordering The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
 
Category Flexibility The ability to generate or use different sets of rules for combining or grouping things in different ways.
 
Selective Attention The ability to concentrate on a task over a period of time without being distracted.
 
Mathematical Reasoning The ability to choose the right mathematical methods or formulas to solve a problem.
 
Flexibility of Closure The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
 
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
Prerequisite Qualification Category Education and Experience Level
Required Level of Education Bachelor's Degree
 
On-the-Job Training Over 1 year, up to and including 2 years
 
Related Work Experience Over 4 years, up to and including 6 years
 
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
Alternate Job Title(s)
Account Executive
Branch Manager
Business Banker
Chartered Financial Analyst (CFA)
Client Manager
Customer Service Representative
Finance Specialist
Financial Advisor
Financial Consultant
Financial Report Service Sales Agent
Financial Services Representative
Financial Services Sales Representative
Financial Specialist
Inside Sales Representative
Investment Officer
Investment Representative
Loan Broker
Money Manager
Registered Representative
Relationship Banker
Relationship Manager
Sales Representative
Securities Adviser
Select Banker
Wholesale Account Executive
 
CompGeo Occupation Group: Sales and Marketing
Job Family: Sales Representative
Benchmark Title: Sales Agents, Selected Business Services
 
 
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