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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 3
Code:
105651L3
Name:
Understand brokerage operations
QF Level:
Level 3
Code:
105652L3
Name:
Prospect for new customers to provide brokerage services
QF Level:
Level 3
Code:
105653L3
Name:
Approach prospects to introduce insurance solutions
QF Level:
Level 3
Code:
105654L3
Name:
Expand customer bases to provide brokerage services
QF Level:
Level 3
Code:
105689L3
Name:
Comprehend fundamental principles and common practices of insurance
QF Level:
Level 3
Code:
105690L3
Name:
Comprehend principles of life insurance for brokers
QF Level:
Level 3
Code:
105691L3
Name:
Comprehend principles of general insurance for brokers
QF Level:
Level 4
Code:
105655L4
Name:
Conduct insurance placing on long term insurance programmes for customers
QF Level:
Level 4
Code:
105656L4
Name:
Conduct general insurance placing for customers
QF Level:
Level 4
Code:
105657L4
Name:
Monitor customer accounts
QF Level:
Level 5
Code:
105527L5
Name:
Conduct performance appraisals to drive for performance
QF Level:
Level 5
Code:
105529L5
Name:
Plan and manage continuing professional development (CPD) training
QF Level:
Level 5
Code:
105659L5
Name:
Manage responsible and ethical advisory activities
QF Level:
Level 5
Code:
105660L5
Name:
Apply coaching and mentoring skills to guide individual brokers
QF Level:
Level 5
Code:
105661L5
Name:
Improve brokers' advising skills
QF Level:
Level 5
Code:
105662L5
Name:
Support brokers to establish and expand customer bases
QF Level:
Level 6
No Item
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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