Self Assessment

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: excited about a future in selling in the financial industry. The career which interests me the most as of now is a financial planner. I look forward to meeting new people every day and helping by investing their capital from savings to better their wealth. I am already going for my Canadian Securities Course license along with my Real Estate license on the side while I’m in school for my finance field. I am glad I have already began to pursue these licenses as they will make me stand out more when I apply for a job compared to other applicants. The best thing I like about selling is the fact that you can make big profits and commissions as you help your client. The thing I fear most about selling is a bad investment. I never want to invest my money or my client’s money into something that won’t benefit neither of us. |

1. Social...