Emotional intelligence has been found to correlate with job performance in previous research However, the case has been made that correlation is more robust in some job roles than others.
This study aims to focus on a particular job role and examine the relationship between EI and job performance. Financial planners play a role in assisting and advising their clients on critical financial decisions. It could be argued that due to the personal level of client interaction and the development of long-term relationships, financial planning sits within the category of job roles that would benefit from high EI.
The study asked a group of self-employed financial planners to complete the profile of emotional intelligence (PEC) questionnaire. The scores were correlated with three performance markers and three variables.
The hypothesis is that financial planners who score high in EI achieve higher levels of financial performance and evidence stronger relationships with their clients. Correlation between these measures will add value to the discussion on how financial planners should be trained and recruited.
During the presentation, I will explain the findings and limitations of the study and what can be learned for future research.
