Vacation Policy - Sales Representatives

The purpose of this vacation policy is to ensure your clients are looked after properly while you are away and/or unable to attend to them. This vacation policy applies to any time away, one-day course or extended time off for vacation.

• Vacation time must be scheduled and submitted in writing no less than 3 weeks in advance by the Company for approval and allocation of your client list
  
  

• Sales Reps are responsible to fill out a Vacation Client Coverage Form indicating the following;

  • A full detailed report of your active clients and leads;

    • Clients name(s)

    • Contact information including phone and email

    • A detailed summary of client stage and/or lead stage ie. buyer, seller, investor

    • Indicate who you feel would be best suited for each client. This will be subject to final approval by the VP of Sales
      
      

• Once submitted you will receive a copy of your submitted Vacation Client Coverage Form with your client allocation, it is your responsibility to;

  • Notify your fellow Team member and provide them with all the details required to service your clients

  • Notify your clients of the dates you will be away and introduce them to the coverage sales rep

  • Notify the ISA/Admin team of your planned vacation dates and provide them with a copy of your approved Vacation Client Coverage Form

  • Apply a standard ‘Vacation Response’ (cell phone/email) for all inquiries to contact the office. The office will distribute incoming inquires based your Vacation Client Coverage Form
    
    

• Reminder to set your ‘Vacation Response’ (voicemail and email) and include the contact information of the Sales Team member(s) that will be covering your business