Unit of competency Outline

Date retreived
22/07/2026 4:17 PM AWST

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Establish services to provide advice

Establish services to provide advice

Unit of competency
National Code
FNSILD503
State Code
AUR79
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
080501 - Sales
Original Release Date
16/09/2015
Nominal Hours
50
Description
This unit describes the skills and knowledge required to establish processes and systems to service clients within the life distribution stream. It encompasses establishing or reviewing marketing, client services and supplier relationships to achieve service support requirements.It applies to individuals who use specialised knowledge and organisational skills to provide support for strategic organisational activity.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Notes
Elements and Performance Criteria
1. Provide marketing services
  • 1.1 Identify marketing support for defined markets and distribution channels in accordance with distribution plan
  • 1.2 Develop marketing tools that meet regulatory requirements and make available within budget and timelines
2. Provide administrative and ancillary services
  • 2.1 Determine administration and ancillary services against provisions of distribution plan
  • 2.2 Develop and introduce processes to service clients
  • 2.3 Deliver services within timelines and budget, and according to distribution plan
  • 2.4 Reassess service needs in light of usage and budget
3. Provide client services
  • 3.1 Determine services which will meet client expectations and are within enterprise policy and philosophy
  • 3.2 Deliver services within timeframe and budget
  • 3.3 Establish key performance indicators (KPIs) to measure client service
  • 3.4 Ensure services meet industry legislative requirements
  • 3.5 Document service standards in prescribed format and communicate to all stakeholders
No information
No information
Replaces
State Code National Code Title Type
D4210 FNSILD503A Establish services to provide advice Unit of competency
State Code National Code Title Type
AWB9 FNS51315 Diploma of Life Insurance Qualification