Before you can begin to decide what personality types you are looking for, you must know exactly what role you need to fill in your organization. Every organization has a slightly different idea of what responsibilities fall under a certain job title, so make sure you have a clear idea of what responsibilities the role you need to fill will entail. Ensure that you are writing a job ad to clearly describe those responsibilities.
For a solid foundation of success, you should also understand what personalities you currently have on your team. This will help you to understand what personality traits your top performers in various roles have so you can try to replicate those numbers or fill in the gaps, with your new hires.
Keep in mind, that everyone's Performance Index numbers can vary. It is important to fully review each personality result to understand how the numbers can help someone in a certain role and where you may need to provide extra support or training based on their job duties.
*Personalities are listed in alphabetical order for ease of reference.
Sales / Business Development
Examples of Potential Responsibilities: Prospecting and lead generation, relationship building, follow-ups, obtaining referrals, networking with existing and previous clients, warm and cold lead outreach, cross-selling, taking payments, quoting and presenting proposals, scheduling appointments, maintaining client retention, educating and advising clients.
Personalities Suited for these Responsibilities: Closer, Competitor (with High Motivation - 60 and above), Engineer, Independent, Knowledgeable, Networker, Persistent, Planner, Sales Leader, Sales Person
Potential Roles: Inside Sales Representative, Outside Sales Representative, Account Executive, Sales Manager, Business Development Representative, Sales Consultant, Finance & Insurance (F&I) Manager, Loan Officer, Mortgage Broker, Loan Originator, Real Estate Agent/Realtor, Listing Agent, Buyer's Agent, Sales Representative, Estimator, Telemarketing
Customer Service / Client Relations
Examples of Potential Responsibilities: Educating and advising clients, handling objections and retention conversations, building and maintaining client relationships, account management, scheduling appointments, making presentations, cross-selling, resolving complaints, and maintaining client satisfaction.
Personalities Suited for these Responsibilities: Competitor (with Low Motivation - 40 and below), Competitor (with High Motivation - 60 and above), Consistent, Knowledgeable, Nurturer, Organizer, Perfectionist, Researcher
Potential Roles: Account Manager, Customer Service Representative, Customer Success Manager, Client Success Manager, Retention Specialist, Service Advisor, BDC (Business Development Center) Representative, Parts Counter Specialist, Loan Coordinator, Client Relations Specialist, Property Manager, Leasing Consultant, Project Coordinator, Claims Liaison, Customer Relations Specialist
Administrative / Operations
Examples of Potential Responsibilities: Taking payments, accounting and bookkeeping, social media and marketing support, event planning, issuing and managing documents, preparing invoices, updating and verifying client information, scheduling appointments, data entry, compliance, and quality assurance.
Personalities Suited for these Responsibilities: Consistent, Engineer, Knowledgeable, Networker, Organizer, Persistent, Perfectionist, Planner, Researcher
Potential Roles: Receptionist, Administrative Assistant, Office Manager, Operations Manager, Marketing Coordinator, Billing Specialist, Quality Assurance Analyst, Executive Assistant, Recruiter, Title Clerk, Dealership Office Administrator, Service Department Coordinator, Loan Processor, Compliance Officer, Closing Coordinator, Transaction Coordinator, Listing Coordinator, Property Management Administrator, Job File Coordinator, Project Administrator
Technical / Field Operations
Examples of Potential Responsibilities: Following documented procedures and checklists, completing hands-on or field-based tasks, maintaining quality and safety standards, operating equipment and tools, on-site project work, documenting job progress, reading and interpreting technical specifications, conducting inspections, and ensuring compliance with industry regulations.
Personalities Suited for these Responsibilities: Engineer, Knowledgeable, Perfectionist, Persistent, Planner, Researcher
Potential Roles: Service Technician, Automotive Mechanic, Body Shop Technician, Restoration Technician, Water/Fire Remediation Technician, Field Crew Member, Production Technician, Property Inspector, Home Inspector, Appraiser, Underwriter, Quality Control Inspector, Compliance Analyst, Field Supervisor, Estimator (field-focused)
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