Elements and Performance Criteria
- Identify needs of client.
- Respond to client needs.
- Use product knowledge to match products or services to client needs.
- Use appropriate communication techniques to provide product or service knowledge to clients.
- Assess client needs and provide options and suggestions for personalising available products and services.
- Communicate information on financial requirements and available financing arrangements according to workplace policies and procedures, and relevant legislation.
- Complete sale of funeral products and services.
- Confirm client decision.
- Identify and access relevant documentation and agreements.
- Complete documentation according to workplace policies and procedures.
- Process financing and non-cash transactions according to workplace policies and procedures, and relevant legislation.
- Check cash transactions and tender change as required.
- Prepare and issue receipts and relevant documents to client.
- File and store documentation according to workplace policies and procedures.