Abstract
In recent years, due to the financial environment is gradually opening up, coupled with the globalize and liberalize of financial markets in Taiwan. Under the Era of the meager Profit, banks shifted the focus from spreads bus- iness into wealth management for increasing fee income. With the establish- ent of the wealth management business, financial consultants emerge as a result. Providing customers tail-made financial advisory and asset allocation planning. Because financial consultant works under high pressure, those peo- ple who are high pressure resistant can survive in this industry. In order to achieve the goal of company’s performace, what kind of personality traits sould a financial consultant have? Whether it will affect sales attitude would be our research priorities. In this study,we assume financial consultants within region of C bank as the research objective to investigate. Issued a total 218 questionnaires, 210 recovery, 208 effective, the rate of effective recovery is 95.4%. Using SPSS 12.0 statistical windows software as a tool for statistical analysis, research methods used for sample data are descriptive statistics, T-test, One-Way ANOVA, multiple comparisons, Pearson's correlation analysis and Regre- ssion Analysis. Explore the association between the personality traits, sales attitude and job performance. Conclusion will be shared to bank’s manager as well as providing the direction of future research. Conclusion as follow： 1.Financial Consultant in personality traits have a significant correlation to job performance. 2.Financial Consultant in personality traits have a significant correlation to sales attitude 3.Financial consultants in the different demographic variables have no significant difference to the quality factor of insurance companies 4.Financial consultants in different demographic variables have a signi- ficant differences on job performance. 5.Financial Consultant in the different demographic variables have a significant differences on the personality traits.
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