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1. Sales & Distribution Management
QF Level ( 1234567 )
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1. Sales & Distribution Management
QF Level
Code
Name
QF Level:
Level 1
Code:
105458L1
Name:
Understand insurance terminologies
QF Level:
Level 2
Code:
105459L2
Name:
Apply Chinese writing skills to support service delivery
QF Level:
Level 2
Code:
105460L2
Name:
Apply English writing skills to support service delivery
QF Level:
Level 2
Code:
105461L2
Name:
Use Putonghua to support service delivery
QF Level:
Level 2
Code:
105462L2
Name:
Maintain up-to-date customer records to support daily operations
QF Level:
Level 2
Code:
105463L2
Name:
Understand insurance sales
QF Level:
Level 2
Code:
105464L2
Name:
Maintain channel data and performance record
QF Level:
Level 3
Code:
105473L3
Name:
Prospect for new customers
QF Level:
Level 3
Code:
105474L3
Name:
Approach prospects
QF Level:
Level 3
Code:
105475L3
Name:
Expand customer bases
QF Level:
Level 3
Code:
105477L3
Name:
Prepare insurance proposals
QF Level:
Level 3
Code:
105478L3
Name:
Deliver sales presentation
QF Level:
Level 3
Code:
105479L3
Name:
Apply selling skills to secure insurance sales
QF Level:
Level 3
Code:
105480L3
Name:
Handle objections to secure insurance sales
QF Level:
Level 3
Code:
105689L3
Name:
Comprehend fundamental principles and common practices of insurance
QF Level:
Level 3
Code:
105697L3
Name:
Comprehend principles of general insurance for insurers
QF Level:
Level 4
Code:
105476L4
Name:
Assess customers' needs
QF Level:
Level 4
Code:
105496L4
Name:
Provide support services for channel partners
QF Level:
Level 5
Code:
105524L5
Name:
Manage responsible and ethical selling
QF Level:
Level 5
Code:
105525L5
Name:
Apply coaching and mentoring skills to guide individual agents
QF Level:
Level 5
Code:
105526L5
Name:
Establish achievement targets for individual agents
QF Level:
Level 5
Code:
105527L5
Name:
Conduct performance appraisals to drive for performance
QF Level:
Level 5
Code:
105528L5
Name:
Manage key account to drive for insurance sales
QF Level:
Level 5
Code:
105529L5
Name:
Plan and manage continuing professional development (CPD) training
QF Level:
Level 5
Code:
105530L5
Name:
Support agents to establish and expand customer bases
QF Level:
Level 5
Code:
105531L5
Name:
Improve agents' selling skills
QF Level:
Level 5
Code:
105532L5
Name:
Evaluate channel performance
QF Level:
Level 5
Code:
105533L5
Name:
Explore new distribution channels
QF Level:
Level 5
Code:
105534L5
Name:
Manage distribution channels for general insurance
QF Level:
Level 6
Code:
105603L6
Name:
Manage agency team to achieve targets
QF Level:
Level 6
Code:
105604L6
Name:
Formulate corporate channel distribution strategies for general insurance
QF Level:
Level 6
Code:
105605L6
Name:
Develop channel recruitment strategies
QF Level:
Level 6
Code:
105695L6
Name:
Develop commissions policies
QF Level:
Level 7
No Item
Note:
  • The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
  • The contents of all SCSs will be updated regularly.
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