Use this step by step explanation to craft a good employee performance feedback review for a registered sales assistant. Find the right words with quality phrases.

A Registered Sales Assistant is liable for making wise investment decisions for a company to help increase company earnings.

The responsibilities for this post include providing daily information like market information to customers, performing data entry regarding customer files and financial transactions, finding solutions and passing the information along to the registered representative, acts as a link between the agent and the customer, assisting in scheduling and providing information related to current and prospective clients, performing research, creating accounts, transferring funds and entering trade orders, supporting one or more brokers with client management duties, providing administrative support like draft correspondence, presentations etc.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Calmly deals with customer complaints and is excellent at handling difficult situations.

Excellently handles clients and does not get any complaints against him/her.

3

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Knows how well to collaborate with others to find solutions to problems.

Is decisive when it comes to making decisions and sticks by the decisions made.

3

NETWORKING: Networking is the process that encourages an exchange of information and ideas among individuals or groups that share the same interests.

Vocalizes own strengths, successes, and previous experiences, when having a meeting with other business associates and professionals in order to impress and make new connections

Presents oneself as someone helpful, appealing and worth knowing in order to achieve one's networking goals much more effectively

3

DECISION MAKING: Decision Making is the art of making choices by identifying a decision, gathering information and assessing alternative resolutions before settling on one.

Sets a date for a review period where one can examine a decision and improve upon it

Takes a look at a decision plan, to make sure that one has been thorough and that it is free of errors, before implementing it

2

APPRAISAL AND EVALUATION SKILLS: Appraisal and Evaluation Skills are services that allow employers to assess their employees? contributions to the organization for the period they have been working with them.

Highly conscientious and detail oriented in evaluating others to ensure every detail is precise

Shows lots of initiative and takes the lead on projects

3

SALES ABILITY: Sales Ability is the skill to understand your product's features and being able to present their benefits accurately and persuasively to the customers.

Allows own customers to lead interactions and asks questions to identify their desires

Handles difficult situations easily and is able to remain calm and composed even when working under pressure

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Possesses a loyal customer base and is viewed as the person to go to by returning customers

Clearly outlines the steps needed to resolve a problem in the simplest way possible

3

RESEARCH: Research is the ability to stay updated on the latest trends in different fields as per your concern or the concern of your company or business.

Employs innovative and imaginative thinking when looking for new ways to approach problems

Demonstrates exceptional ability to use data reduction and synthesis methods to understand the patterns in relevant data and information

3

SCHEDULING: Scheduling is creating daily workflow charts that the employees are supposed to follow when working and submitting their projects.

Possesses exceptional ability to create effective and reliable project schedules

Demonstrates an excellent work-life balance and has enough time for both work and other people

3

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Demonstrates outstanding ability to work under pressure and tight deadlines

Excels at transcribing documents, typing up manuscripts, and inputting complex statistical data

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Explain a situation where you went an extra mile to serve a customer. What did you do?

How would you describe your relationship with clients? What impact has it had on your performance?

[employee comments]
PROBLEM SOLVING:

How well do you solve issues and are you confident in your abilities?

Do you involve other people when trying to solve any particular problem?

[employee comments]
NETWORKING:

Describe a networking event that changed your career life. What was the event about? What happened?

Is there a time when you have lost a great client due to poor networking techniques? What happened? What have you done to improve your networking skills?

[employee comments]
DECISION MAKING:

Describe a time when you have had to be relatively quick in coming to a decision. What was the outcome?

What techniques have you used at work to ensure that decisions you make are correct and effective?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Do you encourage and motivate or do you discourage others?

Are you able to schedule your work to match the company's calendar?

[employee comments]
SALES ABILITY:

How much time do you spend looking for new clients versus cultivating customer relationships? Explain your answer

Is there a time when you have turned a prospect away? If yes, why? What did you learn from the experience?

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

What efforts are you making to gain more understanding about company products?

[employee comments]
RESEARCH:

How often do you encourage colleagues to employ analytical skills when examining the consequences of a certain solution?

What efforts are you making to identify ideas and concepts that are relevant to a problem?

[employee comments]
SCHEDULING:

What efforts are you making to update your list of activities and track project schedules?

How often do you balance work and life and how often do you schedule time for non-work related activities?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

What efforts are you making to improve your ability to work with different data entry software packages?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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