Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSAM403A Mapping and Delivery Guide
Prospect for new clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSAM403A - Prospect for new clients |
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Description | This unit describes the performance outcomes, skills and knowledge required to identify and contact potential client prospects through the utilisation of networks, leads and research skills as well as cold calling. Initial contact may happen over the phone or email, in person, at conferences and presentations, or through a variety of networking opportunities.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit may be applied to all sectors of the finance industry in which the selling of products and services is essential. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | Not applicable. | ||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Create rapport with prospective client |
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Element: Identify the prospective client's needs |
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Element: Secure commitment |
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Element: Manage prospective client information |
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