人壽保險公司盈餘主要來自於顧客的續保行為(Goodwin，1992)。個案公司在組織體制上設置「保全員」職務，除擔負與保戶之間連繫的橋樑，也背負著每年收取有效契約保費近300億之使命。保全員甄選在個案公司成為一項審慎重要的環節。
本研究引用香港中文大學心理系張妙清教授、梁覺教授所發展的CPAI-2量表，探討不同人格特質的保全員，是否對工作績效會有顯著的影響。研究者針對個案公司保全員採取普查，回收197份資料，沒有無效問卷，其中有效量表197份，有效回收率回收率100%。經過分析統計結果，主要發現與成果如下：
一、個人屬性對人格特質間是否有顯著差異：
1.人格特質中之「面子」、「阿Q精神」、「現代-傳統」維度，高中職與專科有顯著性差異。
2.總工作年資2~5年、6~10年分別較11~15年保全員在「多樣性」維度有顯著性差異。
3.已婚與未婚之保全員人格特質在「多樣性」、「親情」、「阿Q精神」、「寬容-刻薄」、「自我-社會」、「人際觸覺」這些維度有顯著之差異。
二、個人屬性與人格特質有顯著相關：
1.「年齡」與人格特質中的「多樣性」、「情緒性」有顯著負相關。
2.「學歷」與人格特質中的「面子」、「容人度」、「傳統-現代性」分別有顯著負相關、正相關、正相關。
3.「婚姻」與人格特質中的「多樣性」、「親情」、「阿Q精神」、「寬容-刻薄」、「人際觸覺」分別有顯著負相關、正相關、負相關、正相關、正相關。
4.「公司年資」與人格特質中的「多樣性」、「責任感」分別有有顯著負相關、正相關。
三、保全員人格特質中之多樣性對工作績效具有顯著負向影響；嚴謹性對工作績效有正向影響；自我-社會變數與工作績效有正向影響。

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