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.

Builds rapport with clients easily which makes it easy to interact with them and offer great service.

Have strong listening skills that help in understanding the needs of customers.

2

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.

Communicates or articulates issues in an obvious and concise way that people can easily understand.

Creates opportunities to evaluate and implement the decisions that are arrived at properly.

2

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

Leaves blanks spaces in a business card just in case a new contact needs to jot down additional information about what one does

Scans one's feed on social media in order to see what is happening in one's corner of the business world and track competition

2

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

Tries to determine the real situation before making a decision on a certain situation

Generates a number of options in order to dig deeper into the situation at hand and look at it from different angles

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 proactive and resourceful in creative ways that save difficult situations

Always strives to succeed with maximum effectiveness in every area

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.

Possesses the self-discipline to serve customers and develops business relationships with customers on successive sales calls

Focuses on new opportunities and solutions and is persistent in persuading others even in the face of rejection

2

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

Receives positive feedback consistently and has made gains in retaining customers

Understands what most customers are experiencing and is able to meet most of their needs

2

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.

Looks for alternatives to accepted or common methods and solutions

Makes effort to examine the truth of an argument before making a conclusion

2

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

Makes enough effort to create effective and reliable project schedules

Constantly updates the list of activities and makes efforts to track most project schedules

2

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.

Puts extra effort in doing repetitive tasks for long periods of time

Makes effort to improve spelling, punctuation and grammar when typing data into relevant software

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you put in an extra effort and time in emergencies to ensure the needs of customers are met?

Can you describe an instance where you served an irate customer? What did you do?

[employee comments]
PROBLEM SOLVING:

Give a situation that you solved a problem, and it was unsuccessful.

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

[employee comments]
NETWORKING:

Which methods have you used to find new business connections? Why? Which one of these methods have you found to be the most effective?

What value have you added to the new connections you have made? How do you make them feel part of your team?

[employee comments]
DECISION MAKING:

Can you explain a difficult decision you have made regarding a project or task at work? What are some of the factors that influenced your decision-making process?

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

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

How do you balance quality and quantity in terms of the performance?

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

[employee comments]
SALES ABILITY:

Describe a time when you have landed your most successful sale by making a cold call. How did you go about introducing yourself to the client?

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:

Can you recall of any situations where customers made objections? How did you react?

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

[employee comments]
RESEARCH:

What efforts are you making to improve your research methods?

How often do you break bigger issues into smaller manageable parts when faced with complex situations during research?

[employee comments]
SCHEDULING:

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

How often do you encourage others to work steadily towards both career and personal goals?

[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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