Home Assignment

Why there is no class on Thursday..........?????????? [You must be registered and logged in to see this image.]

BIT0129-tabassum wrote:Asif, please give descriptive title from next post. Its not clear when you tell and;Home and;. You have use such a title in another post also. We people become very confused about the course. Beacuse, there is just course code here.

BIT0117-Ibrahim wrote:Why there is no class on Thursday..........?????????? [You must be registered and logged in to see this image.]

BIT0115-Efat wrote:

BIT0117-Ibrahim wrote:Why there is no class on Thursday..........?????????? [You must be registered and logged in to see this image.]

hahahhaaa
bechara may b kosto paise

btw, Mr. Admin, apnar asolei kisu ekta kora dorkar, jate kore Mr. ASIF er moton bullshit and; unprofessional (খেত) post keu na dey

1)


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______________________________________