This is how you will be assessed Role play

Assessor checklist completed after observing the audio recording of the roleplay

Demonstrated or Notyetdemonstrated

1

Uses appropriate introduction and builds rapport

Not yet demonstrated

2

Explores solutions that meet clients' goals and objectives

Not yet demonstrated

3

Presents appropriate broker solution to clients' request

Not yet demonstrated

4

Explains relative fees and charges

Not yet demonstrated

5

Collaborates on risk identification

Not yet demonstrated

6

Responds to questions, records customer feedback and actions taken

Not yet demonstrated

It is question from role play of tim and tina chee which availabile in course hero

how to make a good conversation