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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Apply banking-related direct selling techniques 
SAQA US ID UNIT STANDARD TITLE
7359  Apply banking-related direct selling techniques 
ORIGINATOR
SGB Banking and Micro Finance 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
BANKSETA - Banking Sector Education and Training Authority 
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2026-06-30   2029-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is for people who apply direct selling techniques. People credited with this unit standard are able to: investigate direct selling factors; differentiate direct selling techniques; assess direct selling opportunities and review and adapt selling operations to respond to direct selling opportunities. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
Open. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Investigate direct selling factors 
OUTCOME NOTES 
3.1 Assessments evaluate the potential for implementing direct selling strategies in relation to specific products and target markets, and identify situations where direct selling techniques would be a viable marketing strategy.

3.2 Assessments identify where variations in personal selling techniques are required in order to respond to specific direct selling situations in terms of fostering and developing target audience relationships and achieving direct selling objectives. 
OUTCOME RANGE 
Range Statements

Assessment Criteria 2.3: May include but is not limited to - identification and qualfication of prospective buyers, sales preparation, presentation, confirmation, follow-up and identification of further business opportunities.

Assessment Criteria 4.3: May include but is not limited to - sales team organistion, motivation, compensation and evaluation. Evidence is required of evaluation and identification of changes for the four aspects stated in the range. 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. An investigation identifies significant factors in relation to developing, establishing and maintaining direct sales contacts between the buyer and the seller. 

ASSESSMENT CRITERION 2 
2. An investigation identifies significant factors in relation to organisation structure and method of operation of direct selling organisations. 

ASSESSMENT CRITERION 3 
3. An investigation identifies significant factors in relation to sales team organisation, training, motivation and incentives for direct selling organisations. 

ASSESSMENT CRITERION 4 
4. An investigation identifies significant factors in relation to logistics of product warehousing and supply for direct selling enterprises. 

SPECIFIC OUTCOME 2 
Differentiate direct selling techniques 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. Direct selling approaches are distinguished in relation to the selling environment, the sales location, the product type, the target audience and the distribution method. 

ASSESSMENT CRITERION 2 
2. A comparison of direct selling approaches distinguishes the method of identification of the target audience, and assesses their needs and expectations of the direct selling pocess. 

ASSESSMENT CRITERION 3 
3. An assessment of direct selling techniques evaluates their relevance and responsiveness to the market environment. 
ASSESSMENT CRITERION RANGE 
May include but is not limited to - identification and qualfication of prospective buyers, sales preparation, presentation, confirmation, follow-up and identification of further business opportunities.
 

SPECIFIC OUTCOME 3 
Assess direct selling opportunities 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. Assessments evaluate the potential for implementing direct selling strategies in relation to specific products and target markets, and identify situations where direct selling techniques would be a viable marketing strategy. 

ASSESSMENT CRITERION 2 
2. Assessments identify where variations in personal selling techniques are required in order to respond to specific direct selling situations in terms of fostering and developing target audience relationships and achieving direct selling objectives. 

SPECIFIC OUTCOME 4 
Review and adapt selling operations to respond to direct selling opportunities 

ASSESSMENT CRITERIA 

ASSESSMENT CRITERION 1 
1. Assessments of current sales objectives and strategies identify required changes in orientation to selling operations in order to respond to direct selling opportunities. 

ASSESSMENT CRITERION 2 
2. An evaluation of current selling operations identifies changes required to implement direct selling methods and tactics consistent with developing direct selling business. 

ASSESSMENT CRITERION 3 
3. An evaluation of sales team structure identifies changes required to respond to direct selling opportunities. 
ASSESSMENT CRITERION RANGE 
May include but is not limited to - sales team organistion, motivation, compensation and evaluation. Evidence is required of evaluation and identification of changes for the four aspects stated in the range.
 


UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
Accreditation process (including moderation):
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.

    Therefore anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency, assessor or provider institution which is accredited by the relevant ETQA. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Learners are able to:
  • Explain and apply procedures for investigating direct selling factors
  • Recall the main areas of direct selling factors that need to be investigated
  • Evaluate direct selling strategies in relation to specific products and target markets
  • Evaluate applicability current selling operations in terms of sales objectives and strategies
  • Identify changes required to respond to direct selling opportunities 
    		•


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    The learner is able to identify and solve problems when assessing direct selling opportunities, ensuring that decisions are only taken once all information from investigations has been considered. 

    UNIT STANDARD CCFO COLLECTING 
    The learner is able to collect, organise and critically evaluate information when investigating direct selling factors and assessing direct selling opportunities, ensuring that research and investigation information identifies direct selling techniques required to respond to specific situations. 

    UNIT STANDARD CCFO CONTRIBUTING 
    The learner is able to understand the relationship between direct selling factors and sales team organisation, training, and incentives to effectively establishing a direct selling organisation. 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    Assessment against unit standard:

    Assessment practices against this unit standard should meet the requirements of established assessment principles, such as validity, reliability and fairness. Assessment activities and tools, which are appropriate to the context in which learners are working, should be used. The assessment should ensure that all the specific outcomes, critical cross-field outcomes, and essential embedded knowledge are assessed. Learners are required to demonstrate that they can perform the specific outcomes with understanding and reflexivity and, where applicable, within all the situations and circumstances defined by the range statement(s). 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  61589   National Certificate: Banking  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Advanced Assessments and Training (Pty) Ltd 
    2. AFRICAN BANK LTD 
    3. Chartall Business College 
    4. CHARTER ACADEMY 
    5. Cornerstone Performance Solutions (Pty) Ltd 
    6. Cornerstone Supreme ( Pty ) Ltd 
    7. Damelin (Pty) Ltd 
    8. Felix Risk Training Consultants 
    9. Plumb Line Risk Alignment 
    10. Production Management Institute of Southern Africa (Pty) Ltd 
    11. Riverwalk Trading 151 CC trading as Culhane Consulting 
    12. SIGNA ACADEMY (PTY) LTD 
    13. Standard Bank Personal and Business Banking 
    14. The Academy of Financial Markets 
    15. The Institute of Literacy Advancement 
    16. THE SHERQ CENTRE OF EXCELLENCE PTY LTD 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.