Unit of competency Outline

Date retreived
22/07/2026 11:57 PM AWST

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Provide ancillary products and services that meet client needs

Provide ancillary products and services that meet client needs

Unit of competency
National Code
FNSSAM311
State Code
OEB82
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
15/06/2022
View on TGA
State Implementation and Classification
Approved Date
07/12/2022
Field of Education
080501 - Sales
Original Release Date
07/12/2022
Nominal Hours
30
Description
This unit describes the skills and knowledge required to identify and provide information on ancillary products for customers while providing other services.The unit applies to individuals who, within their level of authority, apply product knowledge to make judgements and provide information to clients on financial services and products.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Identify opportunities for ancillary products and services
  • 1.1 Respond to enquiry, identify customer needs and establish relationship with customer
  • 1.2 Identify further opportunities for providing customer with ancillary products or services based on understanding of customer needs, and access further information about identified products and services as required
2. Present ancillary product and service options to client
  • 2.1 Explain benefits and features of ancillary products and services to customer
  • 2.2 Match organisation’s products and services to identified customer needs and offer options
  • 2.3 Check all options comply with related requirements of legislation, regulations and industry codes of practice
3. Refer sales or service to appropriate area
  • 3.1 Prepare documentation for processing when decision has been reached on product and/or service to be provided
  • 3.2 Refer customer to other appropriate sections of organisation, as required
  • 3.3 Inform customer of reasons why referral to other personnel is required, as required
No information
No information
Replaces
State Code National Code Title Type
AUS92 FNSSAM301 Identify opportunities for cross-selling products and services Unit of competency
State Code National Code Title Type
BHT6 FNS30122 Certificate III in Financial Services Qualification