Use this sample and step by step explanation to craft a meaningful 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.

Does not yet have enough knowledge about the company products.

Handles one on one contact with customers poorly and usually prefers dealing with them on the phone.

1

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.

Is always open-minded and readily accepts what others have to contribute.

Always portrays enough knowledge of the problem and its feasible solutions.

2

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

Gives a business card to people one has not spoken with, or those who don't seem interested in what one has to offer

Regularly forgets to keep a note of people one promised to follow up

1

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

Uses same old data and processes that one always have used thus ends up making poor decisions

Fails to communicate the what, where, how, when, and why, associated with one's decisions, with the relevant people

1

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.

Takes performance appraisal and evaluation seriously and makes improvement on them

Takes actions that lead to marked improvements in the fulfillment of the employees

2

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.

Has an expert knowledge of the industry that one operates in; easily builds important contacts and recognizes worthwhile opportunities

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.

Shows frustration when a customer asks too many questions and lacks patience with customers who ask irrelevant questions

Demonstrates insufficient knowledge of company products and does not bother to stay updated with changes to products

1

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.

Demonstrates little understanding on how to use data reduction and synthesis methods to understand the patterns in data

Shows little willingness to learn more about statistical analysis techniques and how to apply appropriate statistical tests

1

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

Hardly updates the list of activities and does not make efforts to track project schedules

Makes little effort to create effective and reliable project schedules

1

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 a negative working attitude and does not pay attention to detail

Shows little willingness to work in a team and puts little effort to work independently

1

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you keep customers informed proactively whether formally or informally to ensure they are knowledgeable about the company?

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

[employee comments]
PROBLEM SOLVING:

How do you manage high-pressure situations that require fast and urgent attention?

Are you in most cases conversant with what the problem is before you solve it?

[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 are some of the things you don't like about networking events and networking in general?

[employee comments]
DECISION MAKING:

Can you describe a time when you have had to postpone a project because you did not have the right information to come to a good decision?

What is one of the most difficult decisions you have made in the last six months? What made it difficult and how did you go about it?

[employee comments]
APPRAISAL AND EVALUATION SKILLS:

Do you find fault with some of the employees you assess?

Do you treat the employees the same even the weak ones?

[employee comments]
SALES ABILITY:

How often have you exceeded your sale's targets? Describe times when you have been awarded for consistently exceeding the set sale's targets

What personal and professional information do you look for when researching a prospect? How do you tailor your communication before meeting the prospect?

[employee comments]
CUSTOMER SERVICE:

Are there any instances where customers asked irrelevant questions? How did you handle such customers?

Are there any instances where you delayed responding to a customer and did you give any explanations for the delay?

[employee comments]
RESEARCH:

What efforts are you making to improve your research methods?

What efforts are you making to improve your critical thinking skills when examining the validity and truth of arguments?

[employee comments]
SCHEDULING:

What are you doing to create a balance between quality and quantity when scheduling tasks?

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?

How often do you encourage others to learn more computer skills?

[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:

Written by on