Research & Insights:Financial Services/Inbound Telesales Sales Associates
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Financial Services/Inbound Telesales Sales Associates

This statistical analysis is based upon a PI Worldwide® validity study conducted with 82 inbound telesales sales associates.

Financial Services ITSA

Results
Top performing sales associates generated nearly ten times the sales revenue over an eleven-month period than did the bottom performers.

CRITERIA: This statistical analysis is based upon a PI Worldwide® validity study conducted with 82 inbound telesales sales associates. PI Worldwide validity studies are designed to determine the statistical connections between Predictive Index® profiles and superior job performance. The quantitative measurement criterion is based on the total sales revenue generated by individual sales associates from January, 2008 to November, 2008.

Industry
The client company is one of the world’s largest financial services companies, offering banking, investment,insurance, and retirement services to both consumers and businesses.

Position
This is an inbound call-center sales role whose primary purpose is to provide sales and service across a wide range of company product lines, with a focus on consumer savings and checking accounts. Sales associates have accountability for meeting monthly sales targets and are expected to be familiar with company operating standards, procedures and policies.

Analysis
The results of the Predictive Index analysis indicate that sales associates with superior sales performance are statistically differentiated by their comparably Higher A Factors (Dominance) and Lower D Factors (Formality). These top performers approach the sales process with more self-confidence, assertiveness, independence and decisiveness than do their lower-performing peers. They are comparably more comfortable with risk, prefer to do things their own way, and are relatively resistant to authority and established precedents or company policies. For example, when interacting with a potential client, these top-performers will be eager to move the sales process along toward the end goal – making the sale – in a self-assured manner, confident in their own abilities to motivate and persuade the client to see the value in the company’s products and services. These topperforming sales associates will place a higher value on elements such as recognition for their own ideas and accomplishments, freedom to act independently, and control of their own work activities than will the bottom performing sales associates. Because of their comparably Lower D Factors (Formality), the top-performing sales associates tend to delegate details more freely and flexibly, are less interested in the tactics of implementation, and are more comfortable functioning with fewer guidelines and less structure. 

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