Your Typical Daily Schedule
While every day can be different, here’s what a standard day usually looks like:
• Collect your tablet and materials from secure storage
• Set up your display area – ensure it’s clean and organized
• Check your tablet is charged and working properly
• Put on your uniform and name badge
• Brief catch-up with Store Manager or Team Leader
• Review daily targets and goals
• Discuss any promotions or special offers
• Share tips and success stories
• Ask questions or raise concerns
• Greet customers with a smile
• Engage with shoppers as they pass by
• Qualify leads and offer quotes
• Process applications and close sales
• Keep your area tidy and professional
• Eat in designated staff area
• Secure your tablet before leaving the floor
• Return on time and ready to work
• Follow up on morning leads
• Complete pending applications
• Make follow-up calls if needed
• Stay alert and proactive
• Complete any outstanding paperwork
• Update sales records on tablet
• Prepare follow-up tasks for tomorrow
• Clean and organize your display area
• Submit daily sales report (if required)
• Quick debrief with Team Leader
• Sign out and head home
📝 Note on Schedule Variations
Your exact schedule may vary depending on store hours, special events, or peak shopping times. Some stores may have extended hours on weekends or during holiday seasons. Always confirm your specific schedule with your Store Manager.
Your Daily & Monthly Targets
Success as a Retail Sales Agent means meeting specific performance targets. Here’s what you’ll be working towards:
Typical Performance Targets:
🎯 Understanding Your Targets
These are general benchmarks and may vary by location and experience level. Your Team Leader will provide your specific targets. Remember, quality matters as much as quantity – focus on genuine customer needs and building trust.
The Sales Process – Step by Step
Here’s the proven process you’ll follow with every customer:
Daily Success Tips
Make Every Day Count:
- Start Strong: Your first sale of the day sets the tone. Go for it early!
- Stay Visible: Don’t hide behind your display. Position yourself where customers can see you.
- Engage Everyone: Not every interaction leads to a sale, but every interaction is practice.
- Track Your Progress: Check your daily numbers regularly to stay motivated.
- Take Breaks: Use your lunch and breaks to recharge. A tired agent is less effective.
- Learn from Rejections: Every “no” teaches you something. Don’t take it personally.
- Celebrate Wins: Acknowledge your successes, no matter how small.
- End on a High: Push for one more quote or lead before leaving for the day.
What Makes Top Performers Successful
Habits of High Achievers:
🔥 Consistent Energy
They maintain enthusiasm throughout the day, treating the last customer as well as the first.
🎯 Goal-Focused
They know their targets and work backwards from them. They track progress hourly, not just daily.
💬 Great Listeners
They ask questions and truly listen to customer needs rather than just pitching products.
📚 Continuous Learners
They learn from every interaction, seek feedback, and constantly improve their approach.
🤝 Relationship Builders
They focus on building trust and relationships, knowing that sales will naturally follow.
⏰ Time Managers
They use peak hours wisely, don’t waste time, and stay productive during slow periods.
Managing Slow Days
Not every day will be busy. Here’s what to do during quiet periods:
Productive Activities for Quiet Times:
- Review Product Knowledge: Study features, benefits, and current promotions
- Update Your Materials: Ensure brochures are stocked and displays are perfect
- Practice Your Pitch: Role-play with colleagues or rehearse in your mind
- Follow Up Leads: Contact people who asked for callbacks
- Network with Store Staff: Build relationships that can lead to referrals
- Organize Your Workspace: A tidy area attracts more customers
- Study Competitors: Know what other insurers are offering
- Set Personal Goals: Plan how to improve your next interaction
Tracking Your Performance
📊 Your Dashboard
Your tablet has a performance dashboard that tracks your daily, weekly, and monthly stats. Check it regularly to see where you stand. Your Team Leader will review these numbers with you during weekly check-ins.
⚠️ Performance Management
While we want you to succeed, there are minimum performance standards. If you’re struggling to meet targets, speak to your Team Leader early. They can provide coaching, support, and strategies to help you improve. Don’t wait until it’s a problem!