recruit the best team slides for 1 hour webinar
TRANSCRIPT
1
A SYSTEM for Recruiting
Selling Team Members and
Agent Aspirants2
Agent Peyton Pettus, Monroe, Georgia• 2 Agencies, 15 full-time, 3 part-time, 600-650 applications monthly
“Prior to using the Recruit the Best Team® system I very simply floundered from candidate to candidate with no process or system of any sort. There was no systematic way of comparing recruits, following up, or providing a consistent approach to questioning and making offers based on results. The system and CTS Sales Profile have helped me overcome these challenges by providing that framework of consistency I needed to make factual and informed decisions about who I add to my team. As a result of almost 3 years on the system my team is experiencing less turnover than before, it has created a positive work environment of competitive, results-driven salespeople, and taken us to new levels of production. In 2013, we qualified for Presidents club in Health and Multiline and finished top 100 in Auto and Mutual Funds as well. We also qualified level 3 Ambassador Travel, Chairman’s Circle, and SVP Club. Thanks for the help Steve!”
recruit the bestl l
3
4
If we are not working from our strengths, we are 6 times less likely to be engaged in our work.
If we are not hiring salespeople with an understanding of what strengths to measure and how to measure them, we are hiring salespeople who are 6 times less likely to be engaged in their
work.
$70,000
Selling in a high-activity, high-rejection environment
WHAT do I look for to choose the best from the rest?
5
A best practice recruiting Process
HOW do I look for the best traits and skills?
6
Building a Recruiting Referral Network
WHERE do I find enough of the best candidates?
7
Attract the Best, Repel the Rest.
Interviewing Skills
8
Selling in a high-activity, high-rejection environment
WHAT do I look for to choose the best from the rest?
9
1/5 motivations
1/5 attitudes
Best Salesperson Profile
1/5 character
1/5 personality
1/5 sales skills
10
WHAT do I look for to choose the best from the rest?
learned from environmentparents
culture
relationships
employment
education
1/5 Character
11
learned from environment
1/5 Character
top character traits
honesty
work ethic
concern for others
personal responsibility
12
Measure Attitudes, Motivation, and Character
using questions that get candidates to tell stories.
Attitudes, Motivation, Character
The strength of the story helps measure the level
of each trait.
13
Attitudes, Motivation, Character
“Who had the greatest influence on you when
growing up?”
“What did they teach you about Honesty / Work
Ethic / Personal Responsibility / Concern for
others?”
14
positive self image as a salesperson
passion for solving problems using your products
1/5 Attitudes
15
The products they own and the process
they used to purchase them reveal
their image of salespeople and their
attitude toward your products/
industry.
Honest people can’t sell what they don’t own.
1/5 Attitudes
positive self image as a salesperson
16
A person’s buying habits tell you the
image they have of salespeople. Do
they appreciate the expertise that
other salespeople provide them
during the buying process?
1/5 Attitudes
positive self image as a salesperson
Salespeople who don’t see selling as a worthy profession struggle to master sales skills.
17
What has been your experience
with purchasing or selling products
like we sell, or your experience with
dealing with salespeople from our
industry?
1/5 Attitudes
18
Income and the things that it provides - desire a lifestyle that equals the potential income level of the position.
1/5 Motivations
Competition - burning desire to become the BEST at everything they do.
19
Character, Skills & Personality to Move Forward
1/5 MotivationsImmediate needs
20
desire to make future better
1/5 Motivations
What are some current and long-
term needs that will be satisfied if
you do this job well?
21
desire to make future better
1/5 Motivations
In order of priority, what are the 3
most important things in your life
right now?
22
genetic
1/5 Personality
Determines
ways we react to
our environment
and
circumstances
23
genetic
1/5 Personality
Tasks that are
aligned with our
hard-wired traits
energize.
24
low stress
genetic
1/5 Personality
25
Tasks that are
not aligned with
our hard-wired
traits drain our
energy.
high stress
genetic
1/5 Personality
Impacts the ...
• effectiveness of executing the sales process
• having enough sales activities
• conversion of personal and casual relationships into business relationships
• courage to pivot
• confidence/assertiveness during selling - response to rejection
• intensity of setting and reaching goals
26
deadline motivation
0 50 100
89
27
36% impact
sense of urgency
recognition drive
0 50 10057
28
desire to be socialcompete to be at top
assertiveness
0 50 100
52
29
ask for appointmentask to buyask for referralspivothandle rejection
independent spirit
0 50 100
80
30
control sales processdo not need close supervision
analytical
0 50 100
21
31
16% impact
compassion
0 50 100
39
32
desire to nurture
self-promotion
0 50 100
36
33
focus on strengths/weaknesses
belief in others
0 50 100
77
34
skeptical / trust othersjudgmental of others
optimism
0 50 100
81
35
believe can control their destiny
History of CTS
• Dr. Larry Craft and his team and SMS’s 30+ years sales and sales management experience
• 800+ high activity salespeople
• 125 were agents, selling/servicing team members
• Collected - production data, performance ratings, manager input
36
9 Traits
37
Maintains High Activity
Handles rejection
Finds prospects
Sells face-to-face
validated forhigh-activity sales professionals
38
Sets Appointments
CTS Sales Profile Report
I don’t understand
Low
Moderate
High
I don’t care
Reliability Index
39
CTS Sales Profile Report
NO FAKING ALLOWED
Low
Moderate
High
Response Distortion Index
40
sales reports
coachingrecruiting
41
12/13/13 2:55 PMSales Coaching Report
Page 4 of 13https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Coaching Report - Deadline Motivationfor Rosie Abrams Feb, 25 2013
0 | | | | 50 | | | | 100
Deadline Motivation 95
General Statement:Salespeople who score high on the Deadline Motivation scale enjoy sales positions that offer unlimited income opportunities and fast goal-achievement requirements. Their "fire in the belly" drives them to achieve near-term goals and to hit self-imposed deadlines that may or may notrelate to long-term success. Like the legendary "hare" that lost the race because he was distracted, sales personnel with high or very high scores onthis scale may be so driven for results that they fail to prioritize their activities. For example, they may fail to adequately prepare for the salespresentation or follow through as they should after the sale. They can also become quite restless when the job duties require repetitive or mundaneactivities. If management understands this desire to hit self-imposed deadlines, and the salesperson has the self-discipline and work ethic tochannel their efforts into productive sales tasks, high levels of productivity can be achieved early in their career.
Strengths:This higher Deadline Motivation is a profound strength in sales positions and compensation plans that require "quick-start" performance. As longas they can pursue results and challenges with a pro-active dynamic with quick rewards (closed sales), people with this high desire to meet self-imposed deadlines can be most productive in high-activity sales roles. Research involving the best performing sales personnel has found arelationship between higher scores on a deadline-motivated drive and sales productivity.
Improvement Opportunities:Salespeople with this high score on the Deadline Motivation scale can become quickly bored if the job duties become repetitive (making phonecalls), do not seem productive (call reports), or require patience (callbacks). One of the primary causes of failure of high Deadline Motivation salespersonnel is that they find it difficult to consistently prospect for new leads. Once their "bucket" is full, they shift to closing the sale and forgetabout prospecting for new leads until there are no longer any sales to be made. Then, they start all over again "from scratch." As a result, onemonth (for example) they may have ten sales and the next month only one or two. It should be noted that these concerns are more serious if theirhigh score is in the 81-100% range and less serious within the 61-80% range (see Primary Traits page of this report). This high DeadlineMotivation can also result in early turnover if they do not generate sales in a short amount of time, or if they do not have a disciplined work ethicthat causes them to stick with it when sales do not come as quickly as anticipated.
Coaching Recommendations:If management understands the personalized coaching that is required with high deadline-motivated sales personnel, consistency of productioncan be maintained, and success can be assured. However, it is also important that these high deadline-motivated salespeople have higherAssertiveness, higher Recognition Drive, and lower Analytical scores (see Primary Trait scores). Incompatible scores on these three scales canprevent high deadline-motivated salespeople from achieving early success. It is important that salespeople with high Deadline Motivation alsohave the self-discipline to stay focused, persistent, and prioritized. If not, like the "hare," they can become easily distracted and never reach thefinish line. Rather than focusing on motivating them, management should help the salesperson to 1) increase sales efficiency by understandingratios and 2) improve consistency with the use of time management systems that help to consistently prioritize initial call activity. Highly drivensalespeople often "burn out" toward the end of their second year and begin to seek other career opportunities. Management can re-motivate themby offering to support them into a new market, provide a more lucrative compensation plan, or provide them with new responsibilities, such asmanagement opportunities. Something as simple as a larger office or paying for a new lead-generation system could re-kindle their passion forsuccess and keep them producing for a longer time frame.
Note: The term "selling" or "sales" wherever used in this report is meant to indicate the sale of products, services or even intangibles such ascareers to prospective life advisors.
Coaching Recommendations
cts salesproÄlel
42
2/17/14 1:18 PMSales Profile Report
Page 1 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor corey brown Mar, 01 2013
Score
95high
Coaching
0 | | | | 50 | | | | 100
Response Distortion
Low
Reliability
High
SF Selling Team MemberThe CTS Sales Profile Report is derived from statistically significant (weighted) correlations with productivitymeasures. Therefore, some traits are more influential than others in determining the CTS Sales Profile Score. TheRecommended Coaching Hours Per Month is an estimation, based on thousands of personal interviews withmanagers and employees who described their challenges as they related to each of the CTS Primary Traits listedbelow. Managers should spend the most time coaching individuals about issues pertaining to their traits outside the"green" range. For ideas on how to coach these individuals, refer to this individual's CTS Sales Coaching Report,which provides specific, personalized coaching recommendations for each of this individual's traits.
Ego Drive Score 82 Empathy Score 75The ego drive score shows a salesperson's immediate push to get a lot of sales done to meet short deadlines or topersuade prospects and find satisfaction and recognition doing so. The Empathy Score shows a salesperson'scapacity to understand, be sensitive to, and share in the feelings and thoughts of prospects, clients or customers.
Primary Traits SCORES
Deadline Motivation 95
Recognition Drive 62
Assertiveness 86
Independent Spirit 87
Analytical 17
Compassion 49
Self-Promotion 77
Belief in Others 84
Optimism 73
The Reliability Index measures the degree to which a person understood the questions, maintained focus whileanswering them, and gave answers with a thoughtful response.
The Response Distortion Index measures the individual's tendency to intentionally or unintentionally answer thequestions in a way to exaggerate strengths and downplay weaknesses to leave a more favorable impression.
LESS THAN
2HRS/MONTH
Low Reliability indicates invalid results due to the individual's responses while completing the questionnaire. Donot use these results.
•
Moderate Reliability suggests these results be cross-validated with personal interviews and reference checks.•High Reliability indicates the individual understood the questions and responded to them in a way that hasbeen shown to be predictive.
•
Low Response Distortion indicates a minimal tendency to exaggerate strengths and downplay weaknesses andan open and vulnerable personality that usually recognizes personal faults and easily accepts blame. Theseresults are accurate and predictive.
•
Moderate Response Distortion indicates an average tendency to exaggerate strengths and downplayweaknesses and suggests these results be cross-validated with personal interviews and reference checks.
•
cts salesproÄlel
Overall Score
36%
16%
High Producing Selling Team Member
43
2/17/14 1:18 PMSales Profile Report
Page 1 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor corey brown Mar, 01 2013
Score
95high
Coaching
0 | | | | 50 | | | | 100
Response Distortion
Low
Reliability
High
SF Selling Team MemberThe CTS Sales Profile Report is derived from statistically significant (weighted) correlations with productivitymeasures. Therefore, some traits are more influential than others in determining the CTS Sales Profile Score. TheRecommended Coaching Hours Per Month is an estimation, based on thousands of personal interviews withmanagers and employees who described their challenges as they related to each of the CTS Primary Traits listedbelow. Managers should spend the most time coaching individuals about issues pertaining to their traits outside the"green" range. For ideas on how to coach these individuals, refer to this individual's CTS Sales Coaching Report,which provides specific, personalized coaching recommendations for each of this individual's traits.
Ego Drive Score 82 Empathy Score 75The ego drive score shows a salesperson's immediate push to get a lot of sales done to meet short deadlines or topersuade prospects and find satisfaction and recognition doing so. The Empathy Score shows a salesperson'scapacity to understand, be sensitive to, and share in the feelings and thoughts of prospects, clients or customers.
Primary Traits SCORES
Deadline Motivation 95
Recognition Drive 62
Assertiveness 86
Independent Spirit 87
Analytical 17
Compassion 49
Self-Promotion 77
Belief in Others 84
Optimism 73
The Reliability Index measures the degree to which a person understood the questions, maintained focus whileanswering them, and gave answers with a thoughtful response.
The Response Distortion Index measures the individual's tendency to intentionally or unintentionally answer thequestions in a way to exaggerate strengths and downplay weaknesses to leave a more favorable impression.
LESS THAN
2HRS/MONTH
Low Reliability indicates invalid results due to the individual's responses while completing the questionnaire. Donot use these results.
•
Moderate Reliability suggests these results be cross-validated with personal interviews and reference checks.•High Reliability indicates the individual understood the questions and responded to them in a way that hasbeen shown to be predictive.
•
Low Response Distortion indicates a minimal tendency to exaggerate strengths and downplay weaknesses andan open and vulnerable personality that usually recognizes personal faults and easily accepts blame. Theseresults are accurate and predictive.
•
Moderate Response Distortion indicates an average tendency to exaggerate strengths and downplayweaknesses and suggests these results be cross-validated with personal interviews and reference checks.
•
cts salesproÄlel
Drive (82)Horsepower in
our sales engine (high power)
Drag on engine
(low drag)
High Producing Selling Team Member
44
45
2/17/14 1:21 PMSales Profile Report
Page 3 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor corey brown Mar, 01 2013
0 | | | | 50 | | | | 100
© 2014 SalesManage Solutions.
The first page of this Sales Profile Report contains validated information and compatibility scores for high-activity sales. This followinginformation IS NOT validated information and should not be used for making hiring decisions. It can be used to suggest and structureadditional interview questions that check a rep's ability to do certain sales tasks or competencies.
The nine Primary Traits blend together to form someone's personality. Sales managers or recruiting personnel realize that each trait alone, or incombination, may affect the performance of necessary sales competencies. That's why we include them with detailed coaching strategies in theSales Coaching Report. For example, if "Finding Prospects" requires networking, a candidate with low Assertiveness and low Recognition Drive mayfind it stressful to build relationships each month for the purpose of finding prospects. Also, while Deadline Motivation helps a rep "Maintain High-Activity," high "Compassion" and high "Analytical" scores slow down activity levels while low scores for these Primary Traits speed them up. Becausethese Sales Competencies are the result of averaging three or more traits, they tend to be less reliable than the Primary Traits when predictingbehavior. However, they do provide valuable coaching information for a sales manager and they suggest areas for investigation when interviewingcandidates. (Please refer to the coaching recommendations in the Sales Coaching Report for additional insight relating to the interaction betweenthe Primary Traits.)
SalesCompetencies
SCORES
Finds Prospects 80
Gets out of the office or store and looks for prospects among people in the community. Examples include- joins networking groups, participates in community service organizations, and attends civic events.
Maintains High-Activity 79
Has the drive and energy necessary to maintain the number of sales activities required for short salescycles.
Handles Rejection 78 Bounces back from rejection with an optimistic outlook and continues high activity levels.
Sets Appointments 78
Contacts prospects by phone to schedule a first appointment. (same traits needed as "Handles Rejection"since a sales rep faces a large amount of rejection in a short period of time.)
Sells Face-to-Face 76
Performs sales process: asks questions about needs, wants, and problems; listens; presents solutions withenthusiasm; overcomes fears, concerns, or answers questions with confidence; asks for a decision, andtakes immediate action to complete the sale; asks for referrals (other people or businesses); and providesservice and follow-up for the purpose of maintaining a book of business for additional sales and referrals.(While this measures tendencies in the personality, the parts of the sales process requiring training orcoaching will depend upon the individual makeup of the nine Primary Traits and the person?s previousexperience/training.)
High Producing Selling Team Member
2/17/14 1:28 PMSales Profile Report
Page 1 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor karen mcclellan Sep, 14 2013
Score
30low-moderate
Coaching
0 | | | | 50 | | | | 100
Response Distortion
Low
Reliability
High
SF Selling Team MemberThe CTS Sales Profile Report is derived from statistically significant (weighted) correlations with productivitymeasures. Therefore, some traits are more influential than others in determining the CTS Sales Profile Score. TheRecommended Coaching Hours Per Month is an estimation, based on thousands of personal interviews withmanagers and employees who described their challenges as they related to each of the CTS Primary Traits listedbelow. Managers should spend the most time coaching individuals about issues pertaining to their traits outside the"green" range. For ideas on how to coach these individuals, refer to this individual's CTS Sales Coaching Report,which provides specific, personalized coaching recommendations for each of this individual's traits.
Ego Drive Score 35 Empathy Score 75The ego drive score shows a salesperson's immediate push to get a lot of sales done to meet short deadlines or topersuade prospects and find satisfaction and recognition doing so. The Empathy Score shows a salesperson'scapacity to understand, be sensitive to, and share in the feelings and thoughts of prospects, clients or customers.
Primary Traits SCORES
Deadline Motivation 43
Recognition Drive 5
Assertiveness 32
Independent Spirit 58
Analytical 37
Compassion 95
Self-Promotion 5
Belief in Others 38
Optimism 46
The Reliability Index measures the degree to which a person understood the questions, maintained focus whileanswering them, and gave answers with a thoughtful response.
The Response Distortion Index measures the individual's tendency to intentionally or unintentionally answer thequestions in a way to exaggerate strengths and downplay weaknesses to leave a more favorable impression.
6-8HRS/MONTH
Low Reliability indicates invalid results due to the individual's responses while completing the questionnaire. Donot use these results.
•
Moderate Reliability suggests these results be cross-validated with personal interviews and reference checks.•High Reliability indicates the individual understood the questions and responded to them in a way that hasbeen shown to be predictive.
•
Low Response Distortion indicates a minimal tendency to exaggerate strengths and downplay weaknesses andan open and vulnerable personality that usually recognizes personal faults and easily accepts blame. Theseresults are accurate and predictive.
•
Moderate Response Distortion indicates an average tendency to exaggerate strengths and downplayweaknesses and suggests these results be cross-validated with personal interviews and reference checks.
•
cts salesproÄlel46
Drive (65)Horsepower in
our sales engine (low power)
Drag on engine
(high drag)
Low Producing Selling Team Member
2/17/14 1:29 PMSales Profile Report
Page 3 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor karen mcclellan Sep, 14 2013
0 | | | | 50 | | | | 100
© 2014 SalesManage Solutions.
The first page of this Sales Profile Report contains validated information and compatibility scores for high-activity sales. This followinginformation IS NOT validated information and should not be used for making hiring decisions. It can be used to suggest and structureadditional interview questions that check a rep's ability to do certain sales tasks or competencies.
The nine Primary Traits blend together to form someone's personality. Sales managers or recruiting personnel realize that each trait alone, or incombination, may affect the performance of necessary sales competencies. That's why we include them with detailed coaching strategies in theSales Coaching Report. For example, if "Finding Prospects" requires networking, a candidate with low Assertiveness and low Recognition Drive mayfind it stressful to build relationships each month for the purpose of finding prospects. Also, while Deadline Motivation helps a rep "Maintain High-Activity," high "Compassion" and high "Analytical" scores slow down activity levels while low scores for these Primary Traits speed them up. Becausethese Sales Competencies are the result of averaging three or more traits, they tend to be less reliable than the Primary Traits when predictingbehavior. However, they do provide valuable coaching information for a sales manager and they suggest areas for investigation when interviewingcandidates. (Please refer to the coaching recommendations in the Sales Coaching Report for additional insight relating to the interaction betweenthe Primary Traits.)
SalesCompetencies
SCORES
Finds Prospects 32
Gets out of the office or store and looks for prospects among people in the community. Examples include- joins networking groups, participates in community service organizations, and attends civic events.
Maintains High-Activity 37
Has the drive and energy necessary to maintain the number of sales activities required for short salescycles.
Handles Rejection 30 Bounces back from rejection with an optimistic outlook and continues high activity levels.
Sets Appointments 30
Contacts prospects by phone to schedule a first appointment. (same traits needed as "Handles Rejection"since a sales rep faces a large amount of rejection in a short period of time.)
Sells Face-to-Face 52
Performs sales process: asks questions about needs, wants, and problems; listens; presents solutions withenthusiasm; overcomes fears, concerns, or answers questions with confidence; asks for a decision, andtakes immediate action to complete the sale; asks for referrals (other people or businesses); and providesservice and follow-up for the purpose of maintaining a book of business for additional sales and referrals.(While this measures tendencies in the personality, the parts of the sales process requiring training orcoaching will depend upon the individual makeup of the nine Primary Traits and the person?s previousexperience/training.)
47
Low Producing Selling Team Member
Highly Rated Service Team
Member
2/17/14 1:42 PMSales Profile Report
Page 1 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor Megan Bailey Aug, 05 2013
Score
63moderate-high
Coaching
0 | | | | 50 | | | | 100
Response Distortion
Moderate
Reliability
High
SF Service Team MemberThe CTS Sales Profile Report is derived from statistically significant (weighted) correlations with productivitymeasures. Therefore, some traits are more influential than others in determining the CTS Sales Profile Score. TheRecommended Coaching Hours Per Month is an estimation, based on thousands of personal interviews withmanagers and employees who described their challenges as they related to each of the CTS Primary Traits listedbelow. Managers should spend the most time coaching individuals about issues pertaining to their traits outside the"green" range. For ideas on how to coach these individuals, refer to this individual's CTS Sales Coaching Report,which provides specific, personalized coaching recommendations for each of this individual's traits.
Ego Drive Score 48 Empathy Score 45The ego drive score shows a salesperson's immediate push to get a lot of sales done to meet short deadlines or topersuade prospects and find satisfaction and recognition doing so. The Empathy Score shows a salesperson'scapacity to understand, be sensitive to, and share in the feelings and thoughts of prospects, clients or customers.
Primary Traits SCORES
Deadline Motivation 56
Recognition Drive 19
Assertiveness 56
Independent Spirit 57
Analytical 95
Compassion 49
Self-Promotion 43
Belief in Others 84
The Reliability Index measures the degree to which a person understood the questions, maintained focus whileanswering them, and gave answers with a thoughtful response.
The Response Distortion Index measures the individual's tendency to intentionally or unintentionally answer thequestions in a way to exaggerate strengths and downplay weaknesses to leave a more favorable impression.
2-4HRS/MONTH
Low Reliability indicates invalid results due to the individual's responses while completing the questionnaire. Donot use these results.
•
Moderate Reliability suggests these results be cross-validated with personal interviews and reference checks.•High Reliability indicates the individual understood the questions and responded to them in a way that hasbeen shown to be predictive.
•
Low Response Distortion indicates a minimal tendency to exaggerate strengths and downplay weaknesses andan open and vulnerable personality that usually recognizes personal faults and easily accepts blame. Theseresults are accurate and predictive.
•
Moderate Response Distortion indicates an average tendency to exaggerate strengths and downplayweaknesses and suggests these results be cross-validated with personal interviews and reference checks.
•
High Response Distortion Indicates a tendency to deny weaknesses and emphasize only strength leading to aninaccurate profile and an invalid score. Do not use these results.
•
48
Low Rated Service Team
Member
49
2/17/14 1:39 PMSales Profile Report
Page 1 of 3https://www.ctssalesprofile.com/cgi-bin/reports.pl
! Sales Profile Reportfor Josh Winkler Feb, 28 2013
Score
42moderate
Coaching
0 | | | | 50 | | | | 100
Response Distortion
Moderate
Reliability
High
SF Service Team MemberThe CTS Sales Profile Report is derived from statistically significant (weighted) correlations with productivitymeasures. Therefore, some traits are more influential than others in determining the CTS Sales Profile Score. TheRecommended Coaching Hours Per Month is an estimation, based on thousands of personal interviews withmanagers and employees who described their challenges as they related to each of the CTS Primary Traits listedbelow. Managers should spend the most time coaching individuals about issues pertaining to their traits outside the"green" range. For ideas on how to coach these individuals, refer to this individual's CTS Sales Coaching Report,which provides specific, personalized coaching recommendations for each of this individual's traits.
Ego Drive Score 10 Empathy Score 78The ego drive score shows a salesperson's immediate push to get a lot of sales done to meet short deadlines or topersuade prospects and find satisfaction and recognition doing so. The Empathy Score shows a salesperson'scapacity to understand, be sensitive to, and share in the feelings and thoughts of prospects, clients or customers.
Primary Traits SCORES
Deadline Motivation 5
Recognition Drive 5
Assertiveness 16
Independent Spirit 21
Analytical 17
Compassion 95
Self-Promotion 22
Belief in Others 21
The Reliability Index measures the degree to which a person understood the questions, maintained focus whileanswering them, and gave answers with a thoughtful response.
The Response Distortion Index measures the individual's tendency to intentionally or unintentionally answer thequestions in a way to exaggerate strengths and downplay weaknesses to leave a more favorable impression.
4-6HRS/MONTH
Low Reliability indicates invalid results due to the individual's responses while completing the questionnaire. Donot use these results.
•
Moderate Reliability suggests these results be cross-validated with personal interviews and reference checks.•High Reliability indicates the individual understood the questions and responded to them in a way that hasbeen shown to be predictive.
•
Low Response Distortion indicates a minimal tendency to exaggerate strengths and downplay weaknesses andan open and vulnerable personality that usually recognizes personal faults and easily accepts blame. Theseresults are accurate and predictive.
•
Moderate Response Distortion indicates an average tendency to exaggerate strengths and downplayweaknesses and suggests these results be cross-validated with personal interviews and reference checks.
•
High Response Distortion Indicates a tendency to deny weaknesses and emphasize only strength leading to aninaccurate profile and an invalid score. Do not use these results.
•
How I help you from here: CTS
annual contract unlimited use<10 $49 monthly code SFU<10
>10 $69 monthly code SFU>10
$95 each
On phone coaching
CTSSalesProfile.com
50
Personality Traits
char
acte
rLow levels of Character traits cause the negative side of our personality to emerge.
-Negative +Positive
High levels of Character traits cause the positive side of our personality to emerge.
51
learned by training and experience
1/5 Sales Competencies
prospecting/networking
setting/holding appointments
fact finding
presenting solutions
handling objections
getting the sale
getting referrals
52
learned by training and experience
1/5 Sales Competencies
What sales training have you had?
Describe the sales process you follow.
53
Sales CompetenciesAtt
itude
s, M
otiv
atio
ns,C
hara
cter
& P
erso
nalit
y Tr
aits The Degree to which a candidate possesses the Attitudes, Motivations, Character
and Personality Traits will determine the Level at which they will master sales skills
Low Sales Productivity
High Sales Productivity
54
pers
onal
ity Deadline Motivation Independent SpiritAnalyticalCompassionAssertivenessSelf-PromotionRecognition DriveBelief in OthersOptimism sa
les
skills
ProspectingAppointmentsFact FindingPresentingHandling ObjectionsClosing SalesGetting Referrals
char
acte
r Concern for OthersHonestyStrong Work EthicResponsible
passion for product+ image as salesperson
MoneyCompetition
motivations
attitudes
Best Rep Profile
cts salesproÄlel55
A best practice recruiting Process
HOW do I look for the best traits and skills?
56
A system helps us in 2 areas:
Who not to hire
Who to hire
Screening
Profiling
Interviewing"Making Offer"
The BestRecruits!
Searching Methods
57
58
Can They Sell Field Manual
©2012 Sales Manage Solutions, LLC (865-675-2002) Copy or distribute with permission only. Steve Suggs, [email protected] 2
can they sell?l l ?
Recruit the Best System
Tools & Skills
!e Best Recruits!
Finding Candidates
SCREENING 1
2
3
PROFILING
INTERVIEWINGMaking O"er
ResumePhoneEmail
CTS Sales Pro!le
Initial InterviewFinal Interview
Matching Score Sheet
Page 13 in Field Manual
p 16
p 18
p 29
p 34
p 48
p 10
Book p. 51 and Video bit.ly/BestReferenceCheck
59
Can They Sell Field Manual
©2012 Sales Manage Solutions, LLC (865-675-2002) Copy or distribute with permission only. Steve Suggs, [email protected] 8
can they sell?l l .com?
Recruit the Best Checklist
1. Review resume.
2. Screen by Phone – Use Phone Screen Questionnaire. If successful, go to next step.
3. Screen by Email – send “Thank you” email with these questions: What do you think this job involves? What do you think it will take to be successful here? Tell me why I should consider you for this position? What speci!cally in your life do you want to change? How will being successful in this job help you with this change? Schedule face-to-face initial screening interview.
4. Administer the CTS Sales Profile www.ctssalespro!le.com
5. Email Initial Interview homework - Prior to the interview, email the candidate instructing them to go to the following Web sites and review the information:
To learn about our products, go to: (Web URL that links to your products)
To learn about what a salesperson does with this company go to: (Web URL that tells about the career as a salesperson)
Prior to Initial Interview, email the candidate to confirm the interview and make sure they have reviewed the Web pages.
6. Conduct Initial Face-to-Face Interview – Use Initial Interview Questionnaire
7. Ask for 6 references – 2 previous bosses, 2 coworkers, 2 business people/former customers.
8. Call References using Reference Check Questionnaire
9. Conduct Final Interview – Use Final Interview Questionnaire
10. Interview By Current Team – Use Team Interview Questionnaire
11. Fill out Matching/Score Sheet
____________SENT DATE
____________INTERVIEW DATE
____________EMAILED DATE
____________CONFIRM DATE
____________CTS ORDERED
____________INTERVIEW DATE
____________RESPOND DATE
Candidate Name:____________________________Date:____________
Building a Recruiting Referral Network
WHERE do I find enough of the best candidates?
60
The
Rec
ruiti
ng F
unne
lScreening
Profiling
Interviewing"Making Offer"
The BestRecruits!
Searching Methods 10 strong resumes
3 final interviews
1 salesperson
61
Team of 3-5 - need to recruit 1-2 per year
ALWAYS be RECRUITINGAv
erag
e An
nual
Tur
nove
r - 4
0%
62
ALWAYS be RECRUITING
Take action to find great people when you don’t need team
members, so you’ll have candidates when you need them.
Newton’s Law - people leave/get fired at
the most inconvenient times.
63
ALWAYS be RECRUITING
When our team is full, we have a tendency to stop focusing on recruiting. Don’t fill your team with good players. Keep looking
for the great players.
A good sales team is the enemy of a
great sales team.
64
To avoid the “I need somebody NOW” syndrome...
...build your Recruiting Referral Network for a continuous flow of GREAT RESUMES
Please come to work for
me!
65
Build
a R
ecru
iting
Ref
erra
l Net
wor
k Recruit the Best Field Manual
©2014 Sales Manage Solutions, LLC (865-675-2002) Do not copy or distribute without permission. [email protected] 6
can they sell?l l .com?
Source Action Date Complete
Current CustomersEmail all customers and ask them to refer friends/family who can sell. If you don’t have an email list, send a postcard to customers asking for their email address.
Create email list Write email
Send Email
Current Team (Personnel)Write short job description and have team members post on their personal Facebook and LinkedIn pages. Email job description to their contacts. Have them contact their church/temple about the job opening.
Write short job description
Church/Temple
Team Member 1
Team Member 2
Team Member 3
Team Member 4
Team Member 5
Team Member 6
Sales Trainers/ConsultantsFind certi!ed trainers at these companies in your city and meet with them.
Integrity Solutions
Sandler
Dale Carnegie
Wilson Learning
Steven Covey
Jeff Gitomer
Directors of Networking Groups"ese are the most networked people in your city. Email them job posting and ask to distribute to members. Meet with them.
BNI
e-Women
Personal Referral Network Worksheet
recruit the bestl l66
Build
a R
ecru
iting
Ref
erra
l Net
wor
k Recruit the Best Field Manual
©2014 Sales Manage Solutions, LLC (865-675-2002) Do not copy or distribute without permission. [email protected] 7
can they sell?l l .com?
Source Action Date Complete
Social NetworkingSpend 15 minutes daily building your social media pro!les.
LinkedIn Facebook
Churches/TemplesMost have job boards and jobs ministries. Contact and ask for minister/volunteer who heads up this ministry. List 5 target organizations.
1.
2.
3.
4.
5.
Small Business CPAContact and ask them to direct people to you who are closing businesses or changing careers.
1.
2.
3.
Small Business AttorneysContact and ask them to direct people to you who are closing businesses or changing careers.
1.
2.
3.
Chamber of CommerceContact sales manager and salespeople. Ask them to direct people to you who are looking for jobs.
Sales Manager
Salesperson 1
Salesperson 2
Salesperson 3
Chamber of CommerceBusiness A"erhours Events.
Attend all of these events.
Many salespeople who are
changing careers attend
these events.
President – Community Service Organizations#ese people are leaders and well connected. Meet with these.
Rotary
Lions Club
Kiwanus
United Way
Boy Scouts
Girl Scouts
Jr. League
Personal Referral Network Worksheet
recruit the bestl l67
Build
a R
ecru
iting
Ref
erra
l Net
wor
k Recruit the Best Field Manual
©2014 Sales Manage Solutions, LLC (865-675-2002) Do not copy or distribute without permission. [email protected] 8
can they sell?l l .com?
Source Action Date Complete
Recruiters with other Insurance CompaniesDevelop reciprocal relationship, trade resumes.
State Farm Northwestern Mutual
Mass Mutual
Prudential
National Life
Universities/Colleges Career Services Dept.Set up interview day. Most will market the position to students.
1.
2.
3.
4.
5.
Social Network Job BoardsPost job here.
Salesgravy.com
LinkedIn Groups
Traditional Job BoardsPost job here.
Monster
Career Builder
Snagajob.com
Findtherightjob.com
Newspapers
Sales Reps Tell receptionist to set a
time to meet every sales rep
that calls on your office, and
recruit and/or network with
them.
Job FairsIf you recruit in large numbers, this is a way to get many people interested in your position. Attend job fairs in your city, or hold your own. Go to http://jobfairtips.com for a number of useful tips.
1.
2.
3.
4.
5.
Personal Referral Network Worksheet
recruit the bestl l68
Build
a R
ecru
iting
Ref
erra
l Net
wor
k
Recruit the Best Field Manual
©2014 Sales Manage Solutions, LLC (865-675-2002) Do not copy or distribute without permission. [email protected] 9
can they sell?l l .com?
SamplesSample email to send to your current customers or list of contacts: “Please assist me in helping someone you know. I have an open position on my sales team. If you know the right candidates for the job, please help them !nd a great career by sending them to see me. "e right candidates will have the following traits: Honesty, Hard Work Ethic, a Concern for Others and Personal Responsibility. Strong candidates will have personalities which cause them to network to !nd prospects, pursue goals, and handle themselves with con!dence. Sales Experience* _______________ Please have them forward their resume to me at _________________ "ank you for helping me !nd the right individuals and for helping them to !nd a great career.” * !ll in your desired level of sales experience.
Sample Wording for Job Posting “Salesperson wanted. _________________(Company Name) is looking for salespeople to work in the city of ________________ calling on customers to sell insurance and !nancial services. Requirements: Must have the following traits: Honesty, Hard Work Ethic, a Concern for Others and Personal Responsibility. Strong candidates will have personalities which cause them to network to !nd prospects, pursue goals, and handle themselves with con!dence. Sales Experience ___________________ Please forward resume to ___________________” – Add additional information and requirements about the position as necessary.
Personal Referral Network Worksheet
69
recruiting tool
Finding the Best Talent
70
Managers #1 Challenge - Finding and attracting enough candidates to the interview table.
71
People want to help their family and friends find a great job.
72
Solution - Find enough people from your clients, friends, community relationships, centers of influence who will always refer candidates to you.
73
You have identified the people who are willing to send you referrals, but...
They are all very busy, and...
When you are out of sight, you are out of mind.
74
You must stay in touch and grow the relationship!
If they are looking for a career change, do they think of you?
If someone they know is looking for a career change, do they think of you?
75
How do you automate the
process for staying in touch?
A marketing genius built and patented an automation tool that most of the major financial services companies use today to find and attract top candidates on a consistent basis.
76
How does the recruiting tool work?
Load the contacts from your Centers of Influence
Load names from other lists
Schedule the reminder emails, holiday cards, and newsletter
Forget it
Watch the resumes flow in year round
77
Sample1,500 contacts loaded into the system/emailed750 people opened the email within an hour220 people requested information8 people said they were looking for a career change20 phone interviews4 face-to-face interviews2 hires
Now that the system is set up, auto recruiting email reminders will go out quarterly along with holiday cards and a recruiting newsletter.
78
What is included?
Automated system for sending recruiting emails, holiday cards, motivational messages, and recruiting newsletter.
Reports on results, tracking, etc.
Weekly training on maximizing the system.
Fantastic customer support on loading contacts.
79
Story boards describing the career
Story boards for Centers of Influence
Holiday Cards
Recruiting Newsletter
80
What is included?
Recruiting Newsletter
81
What is the investment?
$60 monthly for 12 month subscription
82
email me to get started or for more [email protected]
Interviewing Skills
Attract the Best, Repel the Rest.
83
Dr. Antonio Damasio - Emotion is critical to the decision process.
Developing your Interviewing Skills
84
Developing your Interviewing Skills
85
Too much emotion clouds logic.
Critical balance between
logic and emotion
Developing your Interviewing Skills
86
Developing your Interviewing Skills
The solution - interviewing
skills using prepared questions that measure
specific traits and skills.
87
Talking about ourselves causes us to like others• Listen 80%, talk 20%.
• Keep you emotions in neutral - you’ll get the real candidate.
• Don’t tell personal stories.
• Don’t agree with the candidate.
Developing your Interviewing Skills
What causes us to
like other people?
88
Talking about ourselves causes us to like others
• Step out of the “socializing” zone and into the “interviewing” zone.
• Take off your “Sales” hat and put on your “Selection” hat.
Developing your Interviewing Skills
What causes us to
like other people?
89
Developing your Interviewing Skills
What causes us to
like other people?
90
Rescuing others creates a bond. We like people we rescue.
• When a candidate is struggling with a question, keep your emotions in neutral and move to the next question.
The best shine, the worst struggle.
91
Developing your Interviewing Skills
A thorough interview process attracts strong candidates and repels weak candidates.
• Follow the system as written.
• Ask for specific examples.
• Ask the questions as written. If the candidate does not understand the question, tell them to answer based on their understanding.
• Ask the questions in order.
• If candidate rambles, interrupt and ask, “What was my question.”
92
How I help you from here: Self Study:
CanTheySell.com
Book $24.95• hard cover• audio• iBook, Nook
Field Manual for Sales $99.95Field Manual for Service $24.95
4 FREE Training Videos93
How I help you from here: Webinar
2 hour webinar - $295 includes Book and Field Manual1 Free CTS Sales Profile
video overview http://bit.ly/RTBwebinar
94
Thank you for allowing me to serve you. Contact Information: Steve Suggs 865-567-2871 [email protected]
www.CanTheySell.comwww.CTSsalesProfile.comwww.SalesManage.com/blog - 40 recruiting videos
video overview of Recruit the Best system http://bit.ly/RecruitTheBest
95