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Journal of Personal Selling & Sales Management


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The Effects of Hardiness and Cultural Distance on


Sociocultural Adaptation in an Expatriate Sales Manager
Population
Darin W. White, R. Keith Absher & Kyle A. Huggins
Published online: 23 Sep 2013.

To cite this article: Darin W. White, R. Keith Absher & Kyle A. Huggins (2011) The Effects of Hardiness and Cultural Distance
on Sociocultural Adaptation in an Expatriate Sales Manager Population, Journal of Personal Selling & Sales Management, 31:3,
325-337

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THE EFFECTS OF HARDINESS AND CULTURAL DISTANCE ON
SOCIOCULTURAL ADAPTATION IN AN
ExPATRIATE SALES MANAGER POPULATION
Darin W. White, R. Keith Absher, and Kyle A. Huggins

International corporations are increasingly concerned about expatriate executive attrition. There is an urgent need to
develop methods for identifying the antecedents to successful expatriate performance. In choosing sales managers for
international assignments, special attention should be paid to the candidate’s psychological hardiness and cultural distance
between the home and host countries. An empirical study was conducted based on 544 responses from expatriate sales
managers originating from 62 countries who are serving in 77 different countries around the globe. Using hierarchical
regression, the authors tested main effects of both cultural distance and psychological hardiness on the sales manager’s
ability to adapt to a new cultural environment. In addition, psychological hardiness was tested as a moderator of the
relationship between cultural distance and sociocultural adaptation. Results suggest that practitioners now include both
scales as determinants for justification when selecting expatriate sales assignments. Practically speaking, with both global
cultural distance and hardiness scores in hand, companies can better select appropriate personnel who will be able to
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cope with cultural differences in international placements. Finally, this research provides the first known scholarly study
of psychological hardiness in the marketing and sales literature.

If one fails to become personally adjusted, it is virtually impos- Yet the burgeoning need for firms to “go global” is putting
sible to be professionally effective. (Kealey 1996, p. 92) ever increasing pressure on sales management to establish
international offices, facilitate recruitment and tutoring of
With emerging markets opening at an unprecedented rate, foreign nationals, assist in technical support, and sell their
organizations around the world are rushing to offer their prod- firms’ products (Naumann, Widmier, and Jackson 2000).
ucts and services to billions of new consumers in a multitude According to the GMAC Global Relocation Service Survey
of countries. Global organizations are increasingly finding the Report (2008), there are now 30 to 40 million expatriates
need to develop more sophisticated sales management staffs living and working globally, which represents a historical
to successfully compete in multiple foreign markets. The high. In 2006 and 2007, over 67 percent of companies sur-
need to cultivate multicultural, multinational organizations veyed reported an increase in the number of expatriates they
is critical for overall firm competitiveness (Price, Speier, and deployed. Another study by the Office of National Statistics
Novicevic 1999). in the United Kingdom shows that the number of British
Over the past several decades, corporations have depended expatriates has “shot through the roof in the past ten years”
heavily on expatriation as the primary managerial means of at a rate of almost 1,000 people every single day (“British
achieving global competitiveness (Mayerhofer, Hartmann, Expatriate Numbers Increase” 2006, p.  1). EasyExpat, a
and Herbert 2004; Olsen and Martins 2009). Sending sales London-based expatriate Web site provider, reports an average
professionals on international assignments is not a new process. of 13,000 unique visits per day, 38,000 page views per day,
and over 800,000 visitors to the Web site in January 2008
(www.easyexpat.com).
Expatriation is not without its significant challenges. A
Darin W. White (Ph.D., University of Alabama), Associate Professor prominent issue in the international staffing literature is
of Marketing, Brock School of Business, Samford University, darin expatriate failure. Expatriate failure or turnover has been
.white@samford.edu. defined as all individuals who either quit or transfer back to
R. Keith Absher (Ph.D., University of Arkansas), Dean & Profes- the home country prior to the completion of their expected
sor of Marketing, McAfee School of Business, Union University, foreign assignments (Andreason 2008; Haile, Jones, and
kabsher@uu.edu. Emmanuel 2007; Lee 2007; Vogel, Van Vuuren, and Millard
Kyle A. Huggins (Ph.D., University of Arkansas), Assistant Profes- 2008). Premature return to the home country is a major factor
sor of Marketing, College of Business, James Madison University, contributing to the high cost associated with expatriate sales
hugginka@jmu.edu. forces. Vogel, Van Vuuren, and Millard (2008) summarize

Journal of Personal Selling & Sales Management, vol. XXXI, no. 3 (summer 2011), pp. 325–337.
© 2011 PSE National Educational Foundation. All rights reserved.
ISSN 0885-3134 / 2011 $9.50 + 0.00.
DOI 10.2753/PSS0885-3134310309
326  Journal of Personal Selling & Sales Management

much of the data relating to failure rates and early return. The greatly enhance the success of global corporations. We posit
range of failure rate can be as low as 10 percent and as high as that one of those tools is psychological hardiness.
80 percent, with most of the survey results identifying failure Agricultural engineers are faced with a similar situation of
rates between 30 percent and 40 percent. selection when attempting to select plants for environmentally
The cost of failed expatriate assignments ranges between challenging regions. The U.S. National Arboretum created
$250,000 and $1,000,000 (Vogel, Van Vuuren, and Millard the plant-hardiness zone map to classify plants and regions
2008). These calculations include expatriates’ original training using various hardiness ratings (Pelczar 2001). In agricultural
and moving expenses, as well as lost managerial productivity; terms, hardiness is defined as a plant’s ability to survive adverse
but they do not include the decreased performance of the for- growing conditions. The same concept can be found in the
eign subsidiary, damaged relationships with the host country psychology literature. Researchers have conceptualized psy-
government, diminished reputation, impact on morale of chological hardiness as an individual’s ability to thrive under
other employees, or cost to the company of replacement if stressful situations (Owen 2002). More than three decades
they leave the firm (Wittig-Berman and Beutell 2009). The of research have shown that hardiness is related to lower
total financial cost to U.S.-based companies associated with rates of physical strain (Maddi 1999a) and physical illness
expatriation, as well as premature repatriation, are estimated (Kobasa 1979). Furthermore, hardiness is related to more
at between $2 and $2.5 billion (Haile, Jones, and Emmanuel effective coping (Maddi 1999b), providing a buffer against
2007). Taken as a whole, it is evident that the cost of expatri- war stress (Bartone 1999) and the negative effects of trauma
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ate failure is significant. (Waysman, Schwarzwald, and Solomon 2001). According to


A major impediment to the success of expatriate sales Owen (2002), these marks of strength and resiliency suggest
personnel involves the adaptation of the individual to the that individuals with a hardy personality disposition may be
new country. Expatriates “go through an emotional cycle and better suited for the rigors of sociocultural adaptation.
typically hit a low between six and twelve months after starting This study investigates the impact (shown in Figure 1) of
an assignment” (DeLollis 2007, p. B8). Difficulties associated cultural distance and psychological hardiness on the socio-
with sociocultural adaptation have been identified as the pri- cultural adaptation process of expatriate sales personnel. In
mary source for many stress-induced reactions experienced the next section, we develop a set of hypotheses to be tested
by employees on international assignments in confronting and then define the measurement scales used. Utilizing a
the day-to-day culture and norms of the host country (Pires, worldwide sample of expatriate sales personnel located in 77
Stanton, and Ostenfeld 2006; Sims and Schraeder 2004). different countries, we test the impact of cultural distance
The inability to perform effectively in the new environment and psychological hardiness on the expatriate sales manager’s
typically results in lower than expected performance, poor ability to socially adapt to new cultures.
management, low productivity, and failure to meet corporate
objectives (Black 1988; Haile, Jones, and Emmanuel 2007;
Kaye and Taylor 1997; Pires, Stanton, and Ostenfeld 2006; BACKGROUND LITERATURE AND
Tung 1987). Clearly, the achievement of corporate objec- RESEARCH HYPOTHESES
tives is dependent upon successful expatriate sociocultural Sociocultural Adaptation
adjustment.
A number of factors have been identified in the literature as Oberg defines sociocultural adaptation as “the anxiety that
contributing to the success of expatriate assignments. Proper results from losing all our familiar signs and symbols of
training is typically at the top of the list and should include social intercourse” (1960, p.  177). This adjustment to the
how to adapt to different cultures (Friedman, Dyke, and new culture has been categorized as either psychological or
Murphy 2009). Another factor is fluency in foreign languages sociocultural in nature (Searle and Ward 1990). Psychological
(Haile, Jones, and Emmanuel 2007). The ability of expatriates adjustment refers to the subjective well-being or mood states
to adapt to different cultures seems to be a factor related to of the expatriate, speaks to the ability to “fit in,” and is as-
cultural distance. Cultural distance measures the magnitude sociated with stress and coping contexts. Black, Mendenhall,
of differences in national cultures. According to Shenkar, Luo, and Oddou (1991) suggest that the new unfamiliar setting
and Yehesker (2008), few theoretical concepts have gained upsets old routines and creates psychological uncertainty. At
more acceptance than “cultural distance.” the same time, sociocultural adjustment is linked to behavioral
A review of the success factors and failure rates makes it competence.
apparent that organizations must do a better job of selecting Researchers have identified several factors that influence
the right candidate for the expatriate assignment (Andreason sociocultural adaptation, including language fluency, length
2008). The development of effective and dependable tools for of residence in the new culture, cultural knowledge, amount
screening and selection of expatriate sales personnel would of interaction and identification with host nationals, and ac-
Summer 2011  327

culturation strategies of the company (Barhem 2008). These Figure 1


stumbling blocks to sociocultural adaptation can produce Proposed Model of Moderation
stress and even depression in the expatriate (Soylu 2007),
which may result in a lack of productivity in the workplace.
Sociocultural adaptation is increasingly important to bottom-
line performance of multinational corporations (Dowling and
Schuler 1990).
Investigations focusing on sociocultural adaptation have
emerged as important areas of inquiry within the international
business field (Lee 2007). Much of this research has focused
on the impact that compensation, adaptation, selection, and
training have on expatriate managers (Mendenhall and Oddou
1985). A number of researchers have confirmed that the pre-
dominant reason for ineffective managerial performance is not
lack of technical competence of the managers but the dynamics cultural distance framework “clusters the countries most ac-
of the intercultural experience (Brislin 1981; Dinges 1983; cording to expectations (0.44)” (2008, p. 195). In addition,
Tung 1982). Thus, we can surmise that successful sociocultural multiple researchers have used Hofstede’s cultural framework
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adaptation appears to be at the center of successful foreign as- to develop scores for over 80 countries—significantly more
signments (Adler 1991; Gudykunst and Ting-Toomey 1988; than Trompennars’ (1994) framework. Given the extensive
Samovar, Porter, and Jain 1981). Given the importance of worldwide sample collected for the current study, we chose
successful expatriate sociocultural adaptation, we next exam- to utilize Hofstede’s framework.
ine two potential predictors of acculturation success: cultural Hofstede’s first dimension, labeled power distance index
distance and psychological hardiness. (PDI), can be defined as the extent to which the less-powerful
members of institutions and organizations within a country
Cultural Distance and Sociocultural Adaptation expect and accept that power is distributed unequally. Alter-
natively, it is the degree of inequality among people that the
Cultural distance can be defined as the difference between population of a country considers normal (Hofstede 1993,
the cultural characteristics of the home country and the host 2005). Recently, Khatri (2009) used Hofstede’s power distance
countries (Hennart and Larimo 1998) and can be described cultural construct to explore the effect on comfort level of
using Hofstede’s (2005) five bipolar dimensions. The posi- participation in an organization.
tion of a country on these dimensions generates a cultural The second dimension, labeled individualism/collectiv-
framework for making predictions about the way a society ism (IDV), pertains to societies in which the ties between
operates, including their management processes. Culture is individuals are loose and everyone is expected to look after
defined as the “collective programming of the mind which themselves or their immediate families (Murphy 1999).
distinguishes one group or category of people from another” Parsons and Shils defined individualism as “prime orientation
(Hofstede 2005, p. 5). to the self,” and communitarism as “prime orientation to
Many articles support the use of cultural distance theory common goals and objectives” (1951, p. 39). Triandis (1988)
as developed by Hofstede (2001, 2005). Evans and Mavondo states that individualistic cultures tend to emphasize personal
(2002), Jones and Teegen (2001), Morosini, Shane, and Singh goals and are less concerned with emotional attachments to
(1998), and Rothaermel, Kotha, and Steensma (2006) have in-groups. But collectivists subordinate their personal goals
all found further evidence for Hofstede’s cultural dimensions. in favor of the in-group goals and have strong emotional
However, many others have criticized the use of cultural dis- ties to the in-group.
tance (Dow and Karunaratna 2006; Shenkar 2001; Tihanyi, The third dimension is called masculinity/femininity (MAS).
Griffith, and Russell 2005) to estimate cultural values between Masculinity pertains to societies in which social gender roles
countries and have failed to find support for it (Ojala and are clearly defined (Kang and Mastin 2008; Murphy 1999).
Tyrväinen 2007). Masculine roles are considered “tougher” and are seen as
Hofstede’s cultural framework was chosen for the cur- more assertiveness and competitiveness oriented. Feminin-
rent study for a variety of reasons. Magnusson et al. (2008) ity pertains to “tender” values, such as the quality of life,
conducted an exhaustive evaluation of the nine most widely maintaining warm personal relationships, service, care for the
used measures of cultural distance. They found that Hofstede weak, and solidarity, which in nearly all societies are associated
(2005) and Trompennars (1994) exhibited the strongest con- with women’s roles. Women’s roles differ from men’s roles in
vergent validity. According to Magnusson et al., Hofstede’s all countries; but the differences are greater in tough societies
328  Journal of Personal Selling & Sales Management

than in tender ones (Hofstede 1993, 2005). Chang (2006) environment that is built around pay-for-performance since
demonstrated the importance of this dimension to the business competition in collectivist cultures is among in-groups, not
literature when he found that cultural masculinity/femininity among individuals. In individualistic cultures, the individual
significantly predicted how people viewed themselves in their achieves and receives the credit; in collectivist cultures, the
business roles. group as a whole achieves. Expatriates from a more commu-
The fourth dimension, labeled uncertainty avoidance nitarian culture may not be suited for this environment, since
index (UAI), can be defined as the degree to which people singling out an individual based on their personal results is
in a country prefer structured over unstructured situations. not the norm (Triandis 1988). This is but one example of how
Structured situations are those in which there are clear rules cultural distance comes into play to negatively affect expatriate
as to how one should behave. These rules can be written or sociocultural adaptation.
unwritten. In countries that score high on uncertainty avoid- Thus, for the current study, we are theorizing that the
ance, people tend to show more nervous energy, whereas in more culturally distant the expatriate’s home culture is from
countries that score low, people are more easy-going. A na- the host country, the more difficulty the individual will have
tion with strong uncertainty avoidance can be called rigid; in adjusting to the host country’s culture:
one with weak uncertainty avoidance, flexible. In countries Hypothesis 1: The level of cultural distance positively de-
where uncertainty avoidance is strong, a feeling prevails of termines the degree of difficulty in sociocultural adaptation
“what is different is dangerous.” In weak uncertainty avoid- for an expatriate sales manager population.
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ance societies, the feeling is “what is different is curious”


(Hofstede 2005, p. 98). Hardiness and Sociocultural Adaptation
The fifth dimension, called long-term versus short-term
orientation (LTO), was added several years later based on Psychological hardiness represents an underlying variable
a study of the values of students in 23 countries (Hofstede (Britt, Adler, and Bartone 2001) that consists of three indi-
1993, 2005). On the long-term side, one finds values oriented rectly related attitudes: commitment, control, and challenge.
toward the future, such as saving and persistence. In contrast, Commitment is the tendency to become involved in whatever
on the short-term side, one finds values oriented toward the one is doing or encounters (Kobasa, Maddi, and Kahn 1982).
past and present, such as respect for tradition and fulfilling Control is the tendency for an individual to feel and act as if
social obligations. Long-term orientation is not included in he or she has influence over life (Kobasa, Maddi, and Kahn
some studies because of the ambiguity associated with the 1982). Challenge is the belief that change is a normal part of
concept (Kang and Mastin 2008). Hofstede cites examples life and offers growth opportunities (Cole, Field, and Harris
of study inconsistencies with this fifth dimension (Hofstede 2004; Tang and Hammontree 1992).
1993, 2005). The three interrelated hardiness attitudes of commitment,
Mendenhall and Oddou (1985) conducted one of the first control, and challenge are thought to influence mechanisms
studies on cultural distance. They called the phenomenon that enhance the health and performance of persons experi-
“culture toughness” and found that the ability of the indi- encing stressful conditions (Maddi 1999a). Specifically, hardy
vidual to adjust to overseas assignments is related, in part, to attitudes are believed to influence how individuals experience
the country to which the individual is going. More recently, stressful life circumstances (e.g., Bartone et al. 1989; Britt,
Lung-Tan (2006) used Hofstede’s (2005) five dimensions in Adler, and Bartone 2001; Florian, Mikulincer, and Taubman
the assessment of 14 empirical studies relating to the impact of 1995; Maddi 1999b; Maddi and Hightower 1999). Hardy
cultural distance on international joint venture management individuals are upbeat, optimistic, and view challenges in a
and performance. The majority of the studies suggested that positive light (Bartone et al. 1989). They also view activities as
cultural distance was important in the performance of inter- interesting and enjoyable, as being a matter of personal choice,
national joint ventures. Thus, as cultural distance increases and as important stimuli for learning (Maddi 1999b). Hence,
on any of the five dimensions, it becomes much “tougher” they tend to find positive meaning in life (Kobasa 1979;
(Mendenahll and Oddou 1985) to successfully adjust and Maddi and Kobasa 1984). Moreover, individuals exhibiting
perform well. low hardiness show increased signs of depression (Rhonewalt
An example along the IDV dimension serves to underscore and Zone 1989) as well as anxiety and distress (Cole, Field,
how this phenomenon plays out in the current context. The and Harris 2004; Rhonewalt and Agustsdottir 1984; Shepperd
cultural difference an expatriate salesperson would encounter and Kashani 1991).
when moving from a collectivist culture to an individualistic Hardy individuals cope better with stressful circumstances
culture would likely produce sociocultural adjustment issues because of their ability to put stressful life events in perspec-
in the following manner. Expatriate sales personnel from tive. They tend to take decisive, rather than avoidant, actions
collectivist cultures would likely struggle to adjust to an to resolve problems and reduce stress (Maddi 1999a). Maddi
Summer 2011  329

and Kobasa (1984) found that hardiness encourages people (Sortet and Banks 1996; Tang and Hammontree 1992). Sales
to cope in a manner that transforms circumstances into less- and sales management jobs, relative to employees in other
stressful life events. Furthermore, high hardiness involves the quasi professional employee populations (e.g., engineers, hu-
conversion of stressful events into opportunities for growth man resource professionals), seem particularly prone to job
and development (Kobasa and Puccetti 1983). In ambigu- stress (Sager and Wilson 1995). When the element of an in-
ous situations, hardiness equips individuals to draw upon a ternational assignment (Jassawalla, Truglia, and Garvey 2004)
personal sense of commitment and control to find meaning is added to an already stressful job, a precarious situation is
in their tasks (Bartone et al. 1989) and to exercise decision- created. Given that research in multiple fields has shown that
making and goal-setting techniques (Cole, Field, and Harris hardiness buffers individuals from stressful work situations, we
2004; Kobasa and Puccetti 1983). theorize that it will do the same for expatriate sales managers
Possible relationships among stress, hardiness, and health experiencing stressful sociocultural adaptation issues. Thus,
have been hypothesized by Kobasa (1979), with similar work Hypothesis 2: The level of hardiness negatively determines
done by Pender (1987). One hypothesis is that high levels the degree of difficulty in sociocultural adaptation for an
of stress diminish an individual’s physical and mental per- expatriate sales manager population.
sonal resources leaving the individual less resistant to disease.
Consequently, hardy individuals, logically, would have more Previously, our discussion in this section indicated that
resources and be more resistant to health problems (Sortet and cultural distance influences the degree of difficulty associ-
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Banks 1996). Not only does hardiness reduce the prospects ated with sociocultural adaptation. In addition, we argued
of illness, it also has been shown to augment performance, that psychological hardiness provides sales managers more
conduct, and morale (Maddi 1999b). As part of a 12‑year resiliency to face cultural stressors and, thus, the ability to
research program at Illinois Bell Telephone, the initial study handle sociocultural adaptation more positively. Combined, of
of hardiness (Kobasa 1979) found that highly stressed, hardy particular interest is the interactive effect of cultural distance
individuals reported lower incidences of illness than highly and psychological hardiness on the manager’s ability to adapt
stressed, nonhardy people (Cole, Field, and Harris 2004; socioculturally. Because we expect hardiness to increase a man-
Kobasa, Maddi, and Courington 1981; Tang and Hammon- ager’s ability to adapt overall, we suspect that hardiness will
tree 1992). negatively moderate the relationship of cultural distance on
A significant number of hardiness studies have been con- sociocultural adaptation. In other words, the relationship be-
ducted on nurses (Bozionelos 2009) because of the high-stress tween cultural distance and sociocultural adaptability becomes
nature of the nursing occupation and resulting burnout. This weaker as managers’ psychological hardiness increases.
literature stream provides an appropriate comparison group Hypothesis 3: Psychological hardiness moderates the rela-
for the corporate world because expatriate sales managers tionship between cultural distance and sociocultural ad-
also experience high levels of stress and burnout (Moncrief aptation in an expatriate sales manager population. That
et al. 1997). is, managers who are more psychologically hardy are better
Several studies of nurses found significant relationships be- able to adapt to greater differences in cultural distance than
tween hardiness and burnout. Boyle et al. (1991), McCranie, those who are less hardy.
Lambert, and Lambert (1987), and Rich and Rich (1987) all
studied individuals in the medical profession and found an METHOD
inverse relationship between hardiness and burnout. Accord-
ing to Yip and Rowlinson (2009), the literature on nurses has Survey data came from an online questionnaire of expatri-
produced other studies that seem to indicate that hardiness ate sales managers representing 27 industries, which are
is significantly related to lower work stress, lower emotional presented in Table 1. The respondents were based in Africa,
exhaustion, and fewer health problems. Interestingly, little Asia, Australia, Europe, the Middle East, South America, and
research involving the hardiness construct has been conducted North America. Table  2 lists the 62 countries that respon-
on samples in the business arena. The present study is the first dents reported as their home country. In order to generate
in the marketing literature to examine the effect of hardiness the most culturally diverse sample possible, a convenience
on marketing and sales professionals. sample of respondents was selected with the objective of
Research in military populations and the legal profession gathering responses from every country in Hofstede’s cultural
(Tang and Hammontree 1992) have produced similar results framework. Thus, for this exploratory study, we found it more
(Kobasa 1982). Kobasa, Maddi, and Kahn’s (1982) research important to collect matched samples from Hofstede country
suggested that hardiness decreases the likelihood of harmful groups rather than a random sample weighted by proportion
effects associated with stressful life events. Other studies found of the overall population. The sample design employed has
similar relationships among hardiness, job stress, and health been utilized in previous international research and has been
330  Journal of Personal Selling & Sales Management

Table 1 Table 2
Industries Represented in Sample Population Home Countries of Expatriate Sales Managers
Represented in Sample Population
Advertising
Automotive Argentina Kuwait
Aviation Australia Liberia
Biotechnology Bahrain Libya
Construction Bangladesh Mexico
Consumer Packaging Bolivia Nepal
Education Brazil Netherlands
Energy Bulgaria New Zealand
Entertainment Cambodia Nigeria
Financial/Banking Canada Norway
Food Services China Pakistan
Government Services Costa Rica Peru
Health Care Czech Republic Philippines
Hospitality Denmark Poland
Information Technology Egypt Russian Federation
Insurance El Salvador Singapore
Manufacturing France South Africa
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Nonprofit Germany Spain


Oil and Gas Ghana Sri Lanka
Pharmaceutical Guatemala Sweden
Publishing Honduras Syria
Real Estate India Taiwan
Retail Indonesia Tanzania
Service Iran Turkmenistan
Shipping/Transportation/Logistics Ireland (Republic) Ukraine
Software Israel United Arab Emirates
Telecommunications Italy United Kingdom
Jamaica United States
Japan Venezuela
Jordan Vietnam
deemed appropriate for exploratory purposes (White and Ab- Kenya Yugoslavia
sher 2007). The respondents’ e‑mail addresses were generated Korea (South) Zimbabwe
from lists of expatriate sales managers provided by executive
education participants at an online international business
school. Before the survey link was e‑mailed, a company official actual selling. Based on an examination of each respondent’s
informed the expatriate sales manager about the importance responsibilities, these individuals’ tasks seemed to be consistent
of the survey via an internal memo. A follow-up e‑mail was with previous discussions of the sales manager’s role.
sent to each respondent along with a personalized cover let- First- and second-wave e‑mails yielded 544 usable question-
ter from the sponsor university explaining the purpose of the naires in five languages. A total of 1,845 e‑mails were sent. Of
study, the benefits for future expatriate sales managers, and those sent, 138 were returned as undeliverable or incomplete.
the confidentiality of the responses. The original questionnaire This resulted in an overall response rate of 31.9 percent.
was in English. To minimize language-related nonresponse Analysis of nonresponse bias (Armstrong and Overton 1977)
bias, four additional versions were developed after extensive did not reveal significant differences between early and late
two-way back translations. These versions were in French, respondents. A follow-up e‑mail was sent to nonrespondents
Spanish, German, and Hindi. to determine why they did not respond. Ninety-two percent
A field sales manager is defined as a sales professional with of the nonrespondents reported they were concerned about
the responsibility to influence others to achieve common goals the anonymity of their responses, were too busy, or thought
for the collective good of the sales organization and company the instrument was too long. The respondents ranged in age
(Ingram et al. 2005). As a screening question, respondents were from 22 to 62 (mean = 38.0, standard deviation = 12.6), with
asked if they were considered part of their company’s formal 61.8 percent male and 38.2 percent female. Almost two-thirds
management team and held full supervisory and other respon- of the population (65.3 percent) were married and 59 percent
sibilities typical of a field sales management position. Expatri- of these had a spouse living with them in the host country.
ate field sales manager responsibilities varied from managing Over half (51.1 percent) of the sample population had chil-
the sales office, scheduling, budget oversight, and training to dren; however, only 50.5 percent of them had the children
Summer 2011  331

with them in the host country. The majority of the expatriate Bergeman 2001). After reverse scoring the negatively worded
sales managers (87.1 percent) had a college degree, and 34.7 questions, higher scores indicated stronger overall hardiness.
percent had a master’s degree or higher. Only 20.2 percent According to Maddi and Hightower (1999), estimates of
of the respondents reported language congruence between internal consistency for the scale have generally been in the
the home and host country. Although the sample included 0.70s for the subscales (commitment, 0.70–0.75; control,
expatriate sales managers serving in 77 countries on every 0.61–0.84; challenge, 0.60–0.71). The current study produced
continent except Antarctica, 76 percent of the respondents similar coefficient alphas for the subscales (commitment, 0.78;
were concentrated in the following 15 countries: Australia, control, 0.61; challenge, 0.68). Although these scores are on
Austria, Belgium, Canada, China, France, Germany, India, the lower end of acceptability, previous studies have produced
Italy, Japan, Mexico, Spain, South Korea, United Kingdom, similar coefficient alphas, including Eid et al. (2008), Law
and United States. (2005), and McNeil et al. (1986).
Hofstede’s national culture dimensions are commonly
Measures used in the academic literature to explain a wide variety of
business-related behaviors and tendencies. The latest Hofstede
The questionnaire used two existing scale measures and data set provides culture indices for 74 countries and regions
Hofstede’s (2005) cultural dimension indices to test the (Hofstede 2005). These cultural scores often have been con-
proposed hypotheses. Sociocultural adaptation (SCAS) was verted into cultural distance indices that measure the extent
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measured using a scale derived from Ward and Kennedy to which one country’s culture is similar to, or different from,
(1999), hardiness (HI) was measured using a scale modified another country’s culture (Ng, Lee, and Soutar 2007). A recent
by Law (2005) based on Kobasa’s (1979) original work, and study by Ng, Lee, and Soutar (2007) found 90 articles in the
the cultural distance scores were derived from Hofstede’s Proquest Online Database that mentioned Hofstede cultural
(2005) work. distance scores. Utilizing this approach, numerous marketing
The SCAS had 29 items and required respondents to in- academicians have found significant relationships between
dicate the amount of difficulty experienced in a number of cultural distance scores and various international behavioral
areas by using a five-point scale (no difficulty/slight difficulty/ phenomenon, including the role of relational mechanisms used
moderate difficulty/great difficulty/extreme difficulty). The by exporters in creating relationship quality with their foreign
scale measured the degree to which respondents perceived sales intermediaries (Solberg 2008), negotiation behavior
difficulties in understanding the local values and cultures, (Leung 1988), and international market entry mode choice
interacting with the hosts, meeting the demands of daily (Morschett, Schramm-Klein, and Swoboda 2008).
life, and behaving in a culturally appropriate manner (Li and Following this approach, the current study asked the re-
Gasser 2005). Sample items included “dealing with people in spondents a series of questions to establish each respondent’s
authority” and “making yourself understood.” Lower scores “home” culture. Each respondent was asked to report his or
indicated fewer difficulties in social activities and better so- her birth country, how long each had lived in his or her birth
ciocultural adjustment. According to Ward and Kennedy, the country, and what country each considered his or her home
SCAS is a “reliable and valid measurement of cultural compe- country. Respondents who had lived in the home country
tence or behavioral adaptability in cross-cultural sojourners” less than ten years and reported incongruence in the birth
(1999, p.  659). The psychometric properties have proven and home country were eliminated. There were only eight
robust across a wide range of culturally diverse people groups, respondents who met this condition. Each respondent was
including samples from North America, Taiwan, China, also asked to report the host country for international assign-
Japan, Great Britain, New Zealand, Singapore, Hong Kong, ment. Kogut and Singh’s (1988) cultural index measurement
the Philippines, Nepal, and Malaysia (In‑Sun 2001; Wang formula was utilized to calculate the global cultural distance
and Mallinckrodtt 2006; Ward and Deuba 1999; Ward and score (GCD) for each respondent. The index is calculated as
Kennedy 1999). The scale has consistently produced internal the arithmetic average of the variance-corrected differences
reliability (coefficient alpha) ranging from 0.84 to 0.94. The between Hofstede’s four cultural dimensions’ scores for the
alpha in the present study was 0.94. two countries of interest.
The hardiness scale is an 18-item self-administered in-
strument designed to assess dispositional resilience, which ANALYSIS AND RESULTS
measures the hardiness facets of commitment, control, and
challenge. Following recent hardiness research, our study Summary statistics, including correlations between each of
combined the three dimensions into a composite hardiness the variables, are presented in Table 3. As expected, there was
index for empirical testing (Bartone 2006; Cole, Field, and a significant (p  <  0.05) correlation between the dependent
Harris 2004; Eid et al. 2008; Law 2005; Wallace, Bisconti, and variable (sociocultural adaptation) and the independent
332  Journal of Personal Selling & Sales Management

Table 3
Summary Statistics (Mean, Standard Deviation, and Correlation with Other Variables)
Standard
Variable Mean Deviation 2 3

SCA 1.78 0.55 –0.204 0.215


(0.000) (0.000)
HAR 3.06 0.31 __ 0.039
(0.451)
CD 22.53 12.56 __

Table 4
Hierarchical Regression Results
Dependent Variable: Sociocultural Adaptation

Model Predictor Variables ß F-Value R 2 ∆R 2


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1 Cultural Distance 0.202**** 14.771**** 0.041 0.041****


2 Cultural Distance 0.209**** 13.316**** 0.071 0.030****
Hardiness –0.175****
3 Cultural Distance (CD) 0.207**** 8.985**** 0.072 0.001†
Hardiness (HAR) –0.177****
CD x HAR 0.032

Notes: All regression coefficients are standardized values (betas). **** p < 0.001; *** p < 0.01; ** p < 0.05; * p < 0.10; † indicates a nonsignificant test of
moderation.

variables (hardiness and cultural distance). In addition, the ship between cultural distance and sociocultural adaptation
independent variables (hardiness and cultural distance) were (β = 0.202, p < 0.001), supporting H1.
not significantly correlated. Second, we expected the main effects of hardiness on so-
Regression analysis was used to test both main and mod- ciocultural adaptation. Results in model 2 of Table 4 demon-
erating effects in our model. Results, provided in Table 4, test strate that a significant and negative main effect of hardiness
the hypotheses for the relationships among cultural distance, is also found (β = –0.175, p < 0.001). Specifically, hardiness
hardiness, and sociocultural adaptation. The first hypothesis significantly increases the R 2 ratio 3 percent (∆R 2 = 0.030,
in this study posits that cultural distance will positively affect p < 0.001). The significant change in R 2 highlights the main
sociocultural adaptation. This implies that when there is a effect of hardiness in the second part of the model, support-
greater amount of cultural distance between the home and ing H2.
host countries, managers’ socioculturally adaptive scores will Finally, the last hypothesis tested whether psychological
increase, indicating greater difficulty in adapting to the new hardiness affected the relationship between cultural distance
host country. The second hypothesis predicts that hardiness and sociocultural adaptability. We predicted that hardiness
will negatively affect sociocultural adaptation, indicating that would negatively moderate this relationship, indicating that
managers who are hardier have less difficulty in adapting. In managers who were more psychologically hardy would better
the final hypothesis, we posit that hardiness moderates the adapt to greater differences in cultural distance than those
effects of cultural distance on managers’ ability to adapt to the managers who were less hardy. The third step of the hierarchi-
host country. Specifically, managers who are higher in hardi- cal regression model specifically tested this hypothesis. Before
ness adapt better to greater differences in cultural distance running the regression, we centered the means for both the
than those who are less hardy, and vice versa. predictor variable (cultural distance) and the moderator (har-
To test all the hypotheses in one model, hierarchical regres- diness) to reduce the possibility of multicollinearity (Aiken
sion analysis (Baron and Kenny 1986) was conducted. First, and West 1991). Next, we created an interaction variable (i.e.,
we predicted a main effect of cultural distance. The results CD × HAR) from the mean-centered predictors to use in the
in model 1 of Table 4 indicate a significant positive relation- test for moderation. The third model in the hierarchical regres-
Summer 2011  333

sion introduced this newly created interaction variable from Human resource directors and other corporate deci-
the two main predictors. The goal of the analysis was to find sion makers should remain acutely aware of the degree
a significant change in R 2 in the final model, thus signifying of cultural distance present when selecting candidates
that hardiness, indeed, has a significant moderating effect. for international assignments. As this distance increases,
However, Table 4 demonstrates that the increase in R 2 for the the likelihood of failure significantly increases, making it
interactive model (∆R 2 = 0.001) is not significant. Therefore, increasingly important to select the right candidate. By
H3 is not supported. examining cultural distance scores along each of the five in-
dividual cultural dimensions, human resource directors can
DISCUSSION better prepare candidates for specific sociocultural adapta-
tion issues that might arise. In addition, human resource
As organizations around the world continue to recognize the personnel might wish to conduct a cultural gap analysis
possibilities of expansion through globalization, the need at the individual level by utilizing survey instrumentation
for effective international sales force deployment grows in to determine where candidates fall on the Hofstede’s five
importance. Traditional methods of choosing expatriate sales dimensions. When significant gaps are discovered between
managers solely on job performance has declined as compa- the individual score and the host country score, candidates
nies pursue competitive advantages and strategic initiatives. should either receive training or be disqualified.
The current study suggests that companies should consider Previously, we theorized that psychological hardiness
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candidate psychological hardiness and cultural distance when would buffer the negative effect of cultural distance on
selecting managers for international assignments. sociocultural adaptation by moderating this relationship.
As expected, expatriate sales managers with higher levels In other words, we expected that difficulties with sociocul-
of psychological hardiness experienced fewer difficulties in tural adaptation in highly cultural distant countries would
adapting to the host country culture while on international be greater for less hardy managers than for more hardy
assignments. Hardiness theory predicts that sales managers managers, but we expected this disparity to significantly
with higher levels of hardiness will view themselves as capable diminish as host countries became less culturally distant for
of influencing events in the new culture and choose to pursue the managers. However, results for the moderation analysis
personal growth and engagement rather than withdrawal and show that hardiness does not significantly reduce difficulties
seclusion. Possessing the type of mind-set and coping skills in sociocultural adaptability to a greater degress for managers
that accompany the hardy disposition seems to play an im- in less culturally distant countries than for managers in more
portant role in reducing the negative effects of sociocultural culturally distant countries.
adaptation. These individuals are also more likely to engage In examining why the moderating effect was not observed,
the new culture in a positive manner and experience a reversal in reality, the effect of hardiness was not strong enough to
of the negative effects of sociocultural adaptation through substantially reduce the effect of cultural distance on the abil-
transformational coping. ity to socioculturally adapt. Therefore, within this study, the
The findings of this study introduce the concept of hardi- results for the test for moderation clearly demonstrate that a
ness into the marketing and sales literature and provide further manager’s psychological hardiness cannot overcome the more
proof of the validity of hardiness theory. From the practitioner dominant effect of cultural distance. Future research might
standpoint, progress has been made toward giving corporate investigate other variables, such as previous cultural exposure,
leaders a tool for identifying expatriate sales manager candi- language congruency, or education, that could potentially
dates who are capable of successful adaptation to international moderate the effect of cultural distance on sociocultural
markets prior to investing significant company resources in adaptability.
the training and deployment process. Although no moderation of hardiness on the relation-
Utilizing a sample consisting of expatriate sales manag- ship between cultural distance and sociocultural adaptation
ers from 62 home countries serving in every major business existed, it still should be noted that there was a main effect
region, we also evaluated the impact of cultural distance on of hardiness. Practically speaking, cultural distance and
expatriate sales manager sociocultural adaptation. Numerous hardiness can both be used as significant predictors of a man-
previous studies have linked national culture to differences ager’s ability to adapt to a new host culture. We suggest that
between a variety of organizational and consumer norms, rou- practitioners now include both scales as possible indicators
tines, behaviors, and repertoires (Ng, Lee, and Soutar 2007). for justifying the selection of expatriate sales assignments.
Our findings add to the body of evidence for the validity of With both global cultural distance and hardiness scores in
national culture by highlighting that expatriate sales managers hand, companies can better select appropriate personnel that
tended to adapt easier when the cultural distance between the will be able to cope with cultural differences in international
home and host country was, on average, smaller. placements.
334  Journal of Personal Selling & Sales Management

Limitations and Future Research other researchers to see possibilities and raise questions in
this promising field.
Like all research, this research has limitations that should be
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