Key information

  1. Status: Approved for delivery (available for starts)
  2. Reference: ST0327
  3. Version: 1.2
  4. Level: 2
  5. Typical duration to gateway: 14 months
  6. Typical EPA period: 3 months
  7. Maximum funding: £5000
  8. Route: Sales, marketing and procurement
  9. Date updated: 05/06/2023
  10. Approved for delivery: 11 May 2016
  11. Lars code: 101
  12. EQA provider: Ofqual
  13. Review: this apprenticeship will be reviewed in accordance with our change request policy.
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Details of the occupational standard

Occupation summary

This occupation is found in organisations of all sizes within the retail and tourism sector such as food, fashion, furniture, and automotive. Retail outlets range from traditional high street shops to larger organisations such as supermarkets and department stores. It is found in multi-national employers, small independent employers, and employers who trade through a variety of channels for example face to face, telephone, on-line and mail order retail.

The broad purpose of the occupation is to advise on and sell products and services in a customer-centric retail environment. This includes creating an accessible and well-presented environment. Retailers provide information and advice to customers regarding stock, products, different ways customers can shop and various payment methods. 

Retailers work flexible hours and shifts such as evenings, nights, and weekends. Face to face or instore roles may involve moving and replenishing stock, using relevant equipment such as pallet truck, steps, and trolley.

In their daily work, an employee in this occupation interacts with internal stakeholders such as members of their own team, other departments, and senior management. They also interact with external stakeholders such as customers, delivery drivers and compliance officers.

An employee in this occupation will be responsible for maintaining business standards; ensuring stock is presented, replenished and available for the customer to purchase. Retailers will contribute towards the commerciality of the business by achieving targets, including sales and customer service, and following stock control in line with business objectives. They need to know the services they are selling to be able to build customer confidence in their business.

Retailers work to meet or exceed customer expectations and experience and will identify specific needs of individual customers. They will respond to customer enquiries complying with both business and legal requirements. They will have a knowledge of sustainability in relation to products such as dealing with excess packaging, waste and product sourcing.

Retailers who work within smaller retail sites may have additional responsibilities such as where the stock is placed in store and planning the order of tasks.  Retailers may be responsible for supporting the development of new colleagues through buddying or 1 to 1 coaching. Retailers typically work as part of a wider team, depending on the size of the organisation, reporting to a line manager or small shop owner.

 

Typical job titles include:

Counter assistant Customer team member General assistant Retail assistant Retail sales advisor Retailer Sales assistant

Occupation duties

Duty KSBs

Duty 1 Undertake daily procedures such as setting up and clearing displays, switching equipment on or off to start or end a shift, ensuring the working environment meets business and legal requirements.

K2 K3 K8 K9 K10 K11 K13

S5 S6 S7 S8 S9 S11

B1 B2 B3 B4 B5 B6

Duty 2 Process sales, exchanges, and refunds in line with business policy, offer information and identify customer requirements.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K13 K14 K16

S1 S2 S3 S4 S5 S6 S9 S11

B1 B2 B3 B4 B5 B6

Duty 3 Provide product and service information in compliance with business and legal requirements.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K13 K14 K16

S1 S2 S3 S4 S5 S6 S9 S11 S14

B1 B2 B3 B4 B5 B6

Duty 4 Respond to and support with enquiries and complaints, resolving where possible, reporting outcomes, or escalating where required.

K1 K2 K3 K4 K6 K7 K8 K9 K11 K12 K14 K16

S1 S2 S3 S4 S5 S6 S11 S13

B1 B2 B4 B5 B6

Duty 5 Contribute to the health and safety of colleagues, customers, and the working environment by removing hazards or reporting incidents.

K2 K6 K8 K11 K12 K13

S6 S7 S8 S9 S11 S13

B1 B2 B4 B5

Duty 6 Maintain stock availability, reporting any price discrepancies and support the fulfilment of purchases using the appropriate systems and procedures.

K2 K3 K4 K7 K8 K9 K10 K11 K12

S6 S8 S9 S11

B1 B2 B4 B5

Duty 7 Contribute to promotional activities to support the success of the business such as changing promotions, displays, seasonality and product launch activities.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K14

S1 S2 S3 S4 S5 S6 S7 S8 S9 S11 S14

B1 B2 B3 B4 B5 B6

Duty 8 Use IT, technology, and digital solutions to assist with customer enquiries, purchasing activities and processing sales.

K2 K3 K4 K6 K8 K11

S1 S2 S3 S4 S5 S9

B1 B2 B3 B4 B5

Duty 9 Contribute to team development activities, and business objectives.

K2 K4 K5 K7 K8 K12 K14 K15

S9 S10 S11 S12

B1 B2 B3 B4 B5 B6

Duty 10 Contribute to reducing waste and improving sustainability in line with business objectives.

K2 K3 K5 K8 K12

S6 S8 S12

B2 B4 B5

Duty 11 Contribute to minimising stock loss by following business procedures.

K2 K3 K8 K10 K12

S6 S7 S8 S9 S12

B2 B4 B5

KSBs

Knowledge

K1: The customer profile of the business and customers’ purchasing habits. Back to Duty

K2: The business aims and objectives and how their work contributes to them. Back to Duty

K3: The principles of running a retail business to support the overall financial performance for example by aiming to exceed targeted sales and reduce wastage and returns. Back to Duty

K4: The make up of the local community and the requirements of customers within it. Back to Duty

K5: The business approach to sustainability and its carbon footprint such as approaches to product sourcing, waste reduction and recycling. Back to Duty

K6: Methods for communicating with customers, to support and increase sales, and encourage customer loyalty. Back to Duty

K7: The brands, products and services provided by the business including knowledge of the technical specification of a product and aftercare service. Back to Duty

K8: The importance of brand and business reputation and what can affect it. Back to Duty

K9: The use of visual and/or digital merchandising skills including the use of “hot spots” and the relationship this has with sales and use of space. Back to Duty

K10: How to maintain stock levels and the conditions they must be stored in to meet customer demand, sales opportunities, marketing activities and seasonal variations. Back to Duty

K11: How to operate IT and digital systems, and applications. Back to Duty

K12: How to support and influence the team and how all colleagues and teams work together to meet business objectives. Back to Duty

K13: Relevant regulatory and legislative requirements which impact on the retail sector such as the sale of bladed items, high fats, salt and sugar, safety requirements, and age restricted sales. Back to Duty

K14: Principles of equality, diversity and inclusion and the impact on the customer experience and business. Back to Duty

K15: The support requirements and/or coaching needs of their team. Back to Duty

K16: The business’s policy for exchange and refunds of products for in-store and/or on-line purchases. Back to Duty

Skills

S1: Communicate with customers to meet their requirements and encourage customer loyalty and repeat business. Back to Duty

S2: Serve customers in line with brand standards, legislation, business procedures and the values of the business. Back to Duty

S3: Provide a retail service that balances the customers’ needs with additional linked products and services. Back to Duty

S4: Use face to face or online sales techniques such as product and price comparisons to support or influence the customer in their purchasing decisions. Back to Duty

S5: Promote seasonal or local offers through in-store or online promotions. Back to Duty

S6: Identify situations that may damage business reputation in line with company policy and escalate as required. Back to Duty

S7: Maintain good merchandising to meet the needs of the business whilst ensuring safety. Back to Duty

S8: Maintain stock levels and storage conditions such as correct temperature, lighting, ventilation, packaging to meet customer demand and minimise stock loss. Back to Duty

S9: Use technology and applications to support sales and service ensuring that maintenance issues are reported. Back to Duty

S10: Support team and colleague development through buddying and/or coaching. Back to Duty

S11: Comply with regulations and legislation relevant to their role and business. Back to Duty

S12: Contribute to continuous improvement activities which focus on improving sustainability within the business. Back to Duty

S13: Handle complaints within remit or escalate as appropriate. Back to Duty

S14: Support sales across a range of promotional events throughout the calendar year. Back to Duty

Behaviours

B1: Acts in a professional manner with integrity and confidentiality. Back to Duty

B2: Acts as an ambassador for their business and brand. Back to Duty

B3: Seeks learning opportunities and continuous development. Back to Duty

B4: Has accountability and ownership of their tasks and workload. Back to Duty

B5: Works flexibly and adapts to circumstances. Back to Duty

B6: Acts in an open and approachable manner to build and maintain inclusive relationships with others. Back to Duty

Qualifications

English and Maths

English and maths qualifications form a mandatory part of all apprenticeships and must be completed before an apprentice can pass through gateway. The requirements are detailed in the current version of the apprenticeship funding rules.

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Employers involved in creating the standard: The Co-operative Group, Sainsburys, Halfords, John Lewis Partnership, Tesco Stores Ltd, ASOS, ASDA, DFS, Vision Express, Marks & Spencers, AS Watson UK (Superdrug and Savers), BIRA, Lidl, Holland and Barrett

Version log

Version Change detail Earliest start date Latest start date
1.2 Standard, end-point assessment plan and funding band revised. 29/05/2023 Not set
1.1 The funding band for this standard has been reviewed as part of the apprenticeship funding band review. The new funding band is £4000 04/03/2019 28/05/2023
1.0 Approved for delivery 11/05/2016 03/03/2019

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