Shield Financial : A Special Assignment

Since this is my second job interview, I want to be specific, realistic, and measurable as possible than my first interview. I want to build a relationship with a recruiter through the phone by setting up the different objectives so I can assure my knowledge in this business with Liberty Mutual. I will begin my interview by explaining my primary objective, my biggest desire to fulfill in this part of business in order to succeed in my goals by setting up an agreement between me and a recruiter, so we can build a confidence in calling references for a certain office appointment or a paperwork. My minimum objective, that I hope to achieve in this business, is to coming up with a plan that I can do for this business for a long-term such as increasing

• What is a case interview? The Case Interview • What specific skills does it assess? • How to prepare for a case interview? • An interactive example.

IntroductionLinda Best, a Certified Financial Planner (CFP) from Sarnia, Canada is the founder and sole shareholder of Best Financial Services Inc. which was established on January 1, 2001. Sarnia, the largest city in South Ontario, bordered the United States and was heavily populated with aging baby boomers and blue-collar workers. Best Financial earned its revenues mainly from blue-collar workers nearing retirement. Best financial had formed strong relationships with many clients throughout Sarnia and managed over 1000 financial plans allowing a steady revenue and profit growth. The key services provided by Best Financial are risk management, tax preparation and professional money management. The company’s Assets under Management were

c) What will be the required return on equity (rE) after the change in capital structure from part b?

Advancement opportunities for agents often take the form of higher commission rates and more and larger sales, both of which increase earnings. This occurs as agents gain expertise and contacts, and become more efficient in closing a greater number of transactions. Experienced agents can also advance in many large firms to managerial positions. And people who have received their broker’s licenses can open their own offices.

     Since key personnel of other companies are certainly going to face the risk of losing their jobs if they decide to accept the K.I., Koke International, 50 percent raise, then Vicky must consider the key personnel’s right to be informed about the aftermath of such a decision. Wendy McGee, Vicky’s boss, has made it clear to her senior staff members that key personnel of the other five player companies will be fired once they finish training K.I. employees. Vicky must consider the fact that those key personnel have the right to be informed about K.I.’s future plan, which will affect their careers.

.. Sales agents tend to be used for more highly specialized goods that require implementation,

In response to a loss of clientele to competitor firms, Ken Winston (C&B’s Boston Sales Office Director) assembled the five most successful salespeople into a Key Accounts Team (KAT). Having previously enjoyed the autonomy of selling a diverse array of products to their own clients, these five ‘Generalists’ would now ‘Specialize’ only in one specific

These transformative changes to the selling environment are ultimately forcing the salesperson to reengineer and rethink how they approach their business accounts. Failure in adapting to these changes can result in many adverse situations but ultimately revolves around ineffective team selling.

We believe that Company I represents the Smaller Producer of printing papers and Company J represents the World’s Largest Market of Paper.

Low sales numbers, fraudulent sales data, and improved employee communication methods were several big issues plaguing the organization and the HR Department. PAC 's reliance on one customer for the majority of sales leads to low sales as the company cut back on purchases. In light of these sales, PAC should work to increase marketing activities in its present markets while working towards expanding to new potential ones. This course of action benefits PAC as it collectively helps generate more contracts and a stronger customer base for sales.

1. The cause to the conflict in the rankings is that while the IRR ranking shows a percentage so that you can see what percentage you are making on certain amount, it does not show the size of the project.

In this case, we have really two different points of view: in one side, there is Philip Anderson, the Phoenix branch manager of Stuart & Co., who manages a team with his ways, his idea, his experience but the results do not reach the targets fixed by the firm. In the other side, there is the direction of Stuart & Co., which has opposite ideas to Philip Anderson.

On the other side, the position of senior market specialists requires identifying industry trends, evaluating new business opportunities, and establishing sales goals. Specialists are team players who develop general market and specific client strategies to help the account executives obtain a sale. Market specialists needs to be strategic in identifying patterns, anticipate problems and provide relevant solutions. They are relator and work as a team to achieve a goal. Their talent of individualization and positive attitude motivates the team to achieve maximized productivity. They are arranger who has to be organized in preparing and executing little possible details by following a standard approach. Illustrating signs of a visionary, Green’s talent of inventive way of working makes him capable to be a successful senior market specialist. However, Green is struggling with his position due to following reasons that he can work on by changing his perspective and managing up:

Appendix B clearly shows, that from a sales representative’s point of view it does not pay to build a team. Assuming that a successful sales representative, who is in the company for about 2 years (meaning that his own sales are still on the rise of 20% annually and not declining, because he is shorter than 5 years in the company), acquires one sales representative in his circle of friends, it can be seen that already in their first month, let alone year together, it diminishes the sales of the leader. The more members he accepts in his team, the greater are his losses from his own revenue and hence, his profit. This is