Unit 1: Identify Potential Customers
Unit 2: Generate Selling Opportunities
Unit 3: Respond To Sales Opportunities
Examination
Certificate

Unit 1: Source New Corporate Prospects
Unit 2: Make Contact With Corporate Prospects
Unit 3: Present A Proposal/quotation To The Corporate Prospect
Unit 4: Obtain Necessary Approval To Conclude The Deal
Examination
Certificate

Unit 1: Establish Rapport With A Prospective Customer
Unit 2: Match And Advise A Prospective Customer To A Product Or Service
Unit 3: Generate Choices And Options For A Customer
Examination
Certificate

Unit 1: Explain Customer Service In A Financial Services Environment
Unit 2: Engage In An Interaction With A Customer
Unit 3: Demonstrate Communication Skills In Order To Respond To A Customer Need
Unit 4: Process A Query In Order To Respond To A Customer Need
Examination
Certificate

Unit 1: Identify Early Buying Signals And Act Thereupon
Unit 2: Negotiate And/or Agree To The Terms And Conditions Of The Sale
Unit 3: Prepare Quotations According To Organisational Standard Policies And Procedures
Unit 4: Handle And Deal With Customer Objections And Concerns
Unit 5: Describe The Current State Of A Specific Industry
Unit 6: Close The Deal And Obtain Customer Commitment
Examination
Certificate

Unit 1: Evaluate Information For Forecasting Sales Against Company Expectations
Unit 2: Make And Record Sales Forecasts Based On Market Factors
Unit 3: Monitor And Evaluate Previous Own Sales Performance Against Own Forecasts
Examination
Certificate

Unit 1: Explain The Concept Of Ethics In Relation To Property And Personality Rights
Unit 2: Describe The Role Of A Code Of Conduct In A Business Environment
Unit 3: Apply Different Ethical Principles In A Specific Context
Unit 4: Make A Decision Based On A Corporate Code Of Ethics
Examination
Certificate

Unit 1: Understand The Functions And Roles Of Team Members And Of The Internal Departments Of The Organisation
Unit 2: Describe The Functions And Roles Of The External Sales Support Structures
Unit 3: Optimise Relationships Between Stakeholders
Examination
Certificate

Final Exam: Sales (non-accredited) (I1)