Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a registered sales assistant.
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 Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CUSTOMER ORIENTED: Share company information with customers so that they can understand the goods and/or services provided. Not to put pressure or undue influence when closing a deal with a client. | [employee comments goal] |
| PROBLEM SOLVING: Learn to articulate or communicate in a proper manner that can be well understood by people. Try to ask the right questions that will act as a guide to coming up with proper solutions. | [employee comments goal] |
| NETWORKING: Book time in one's diary in order to prepare a business presentation for a networking event Prepare at least two topics that one can talk about to avoid finding oneself at a loss for words | [employee comments goal] |
| DECISION MAKING: Use a decision journal and capture the issue, the expectations, the assumptions, and the time-frame for evaluating results Take the time to reflect on previous decision-making processes and jot down how one can improve the process the next time one faces a similar decision | [employee comments goal] |
| APPRAISAL AND EVALUATION SKILLS: Do not overlook any alarming or risky sign that shows in any employee Listen to the feedback from employees and take it into consideration | [employee comments goal] |
| SALES ABILITY: Give customers free trials that are easy to use, set up, and that really demonstrate the true value of own products Look for and test out new ways to handle sales strategies, follow-ups, and objections in order to improve the sales process | [employee comments goal] |
| CUSTOMER SERVICE: Provide timely and constructive solutions or advice to customers and make them feel they are fully understood Share resources and information readily and make sure customers feel that you are on their side | [employee comments goal] |
| RESEARCH: Examine the validity and truth of arguments before making conclusions Demonstrate more willingness to learn more about statistical analysis techniques and learn how to apply appropriate statistical tests | [employee comments goal] |
| SCHEDULING: Learn to use standard scheduling terminologies that all team members can understand Maintain an updated list of activities and track all project schedules | [employee comments goal] |
| DATA ENTRY: Become more responsible and develop a positive attitude towards work Show willingness to learn more literacy and numeracy skills when working with data | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. 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: |