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Persona template for: The hard working, successful sales manager

Save time and money by starting with this 'The hard working, successful sales manager' persona example. Learn how to make your insurance website easier to use for Chris. By putting the user first (in this case Chris), you will be creating an experience that meets Chris's expectations, supports their goals and remedies any pain points. This persona example could be used for the insurance industry.

Meet 'The hard working, successful sales manager', named Chris

"I always thought work came first, until it hit. Now I just want to be sure my family is secured"

Chris had a sudden heart attack that ended his career for the foreseeable future.

This persona is motivated by his career progression and reputation. This persona is 50, and lives close to the city . Chris is married, has 2 children and is often kept busy with his physical and mental rehabilitation.

People like Chris are comfortable with technology.

He has been a client for 12 years on the investments side but never thought of utilising the insurance help until now.

How Acme Financial can help Chris

Chris has come to Acme Financial because Chris's goal is getting and staying healthy while eventually returning to work. Acme Financial could help Chris with this goal by taking care of setting up their insurance quote so he does not have to stress about it, but one of the reasons why Chris has not yet engaged with Acme Financial is fear of getting locked into something.

Website visit goals for www.acme-finance.com

Learn how to make your website easier to use for 'The hard working, successful sales manager' persona.

'The hard working, successful sales manager' has recently been visiting websites in the insurance sector and has arrived at www.acme-finance.com. Chris has found that most of the websites in the insurance sector have similar messaging and wants to know the main points of difference of Acme Financial.

Important
Website goals Barriers How we can help
comparing the different income issurance packages offered. difficult to find contact information to receive a quote. having a simple online tool where users can input general information and get a quote back quickly

Technology

Comfort level with technology

Chris is comfortable with technology.

Time

Spare time

On an average day, Chris has a moderate amount of spare time.

Jargon

Jargon familiarity

Chris is not familiar with the industry specific terms that are used in the insurance industry.

Social media usage for Chris

Of all the time spent on social media on an average day, the distribution of time is as follows:

Facebook: low usage
LinkedIn: high usage

Devices that Chris uses to access the Acme Financial website

Computer

Desktop / laptop

Chris uses a computer to access the Acme Financial website at work.

Tablet

iPad

Chris uses a tablet to access the Acme Financial website while watching TV with his family.

Mobile

Smart phone

Chris uses a mobile to access the Acme Financial website when traveling on public transport.

The hard working, successful sales manager
Stats for 'Chris' insert_chart
  • Life-stage: recovering from a serious injury/health problem
  • Age: 50 years
  • Annual income: $101,000 - $200,000
  • Internet usage: many times a day
  • Social media usage: active
Relationships group
  • Marital status: married
  • Children: 2
Education/skills school
  • Education level: an Undergraduate degree
  • Technical level: comfortable
  • English level: native

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Learn about persona creation

You can learn more about user personas with our articles. Each article is designed to help you improve your digital marketing and improve your content.

The above audience persona templates are good to give you an idea of what a persona is, or to help explain the concept to your marketing team, other team members or you sales team. But these are proto personas. To help with design and marketing decisions, you need to create personas that are based on research are needed.

Going beyond marketing persona examples

You can learn to create your own personas by learning from the below articles. These articles will cover the basics of what personas are and what they are not. In short, personas aren't just a bunch of facts like demographic information and job titles. Personas go beyond demographic stats and takes into consideration attributes such as a person's motivations, behaviour patterns and goals.

Personas are not necessarily a representation of your existing customers. Instead they are a representation of your ideal customer or target customer, and include information that would influence their purchase decisions. Personas also include what's stopping them from buying a product or service from you such as common pain points. Good personas are based on good market research so it's important to learn how to turn a proto persona into a persona that's based on user research.

Articles on digital and content marketing

You can learn more about digital marketing with our articles. Each article is designed to help you improve your digital marketing, and make your digital content more appealing to your potential customers.

If you want to learn how to
  • create your own bespoke personas,
  • design briefs
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