In order for your business to enjoy success, you need to hire a financial pro who is more than just a stereotypical “bean counter.” Ideally, the financial pro who’s part of your team can help create an overarching vision for your business that pushes you toward success. Here are some of the other traits you should look for in your next financial pro:
The ability to solve problems.
When interviewing sales reps, it’s important to ask to most effective questions possible to get a clear sense of what they can bring to the company. Whether it’s issues with a budget or a slow sales month, the best people in the financial business are able to step in and solve problems. They don’t just crunch numbers, they help figure out how to make your business better. The ideal financial professional should be able to work with various team members to create realistic solutions to issues in a timely manner.
Strong communication skills.
The person you hire will probably be a math whiz, but this doesn’t mean that the people they’re working with are on the same page. There are actually a few surprising skills you need every salesperson to have. The right financial pro for your business will be able to communicate well with various types of people, including those who don’t consider math to be their strong suit. They have to take what they know about your business’s financials and communicate these details in a way that’s easy for all members of your team to understand.
A sense of professionalism.
It can become stressful dealing with numbers, particularly if budgets aren’t being met. However, your financial professional needs to conduct themselves with decorum at all times. If they’re constantly flying off the handle or refusing to pay vendors when times are tough for your business, everyone suffers.
The ability to work individually and as part of a team.
The role of a financial professional requires both individual work and collaborative work, so this person must be comfortable in both settings. Those who thrive working on their own but struggle when it comes to cooperating with others will have a tough time. On the other hand, someone who is dependent on a team setting to accomplish tasks will find that their job is difficult as well. The ability to work well in both types of environments is a must.
Lastly, the right financial professional is able to work well with all types of employees, from the most entry level professional to the company’s CEO and upper management. They treat everyone with respect, and communicate clearly with all staff members that they encounter.
What do you look for when you’re hiring a financial professional? Let us know in the comments!