Unit of competency Outline

Date retreived
21/07/2026 11:36 PM AWST

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Advise on pre-need funeral and burial products and services

Advise on pre-need funeral and burial products and services

Unit of competency
National Code
SIFXCSS003
State Code
WG628
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
21/06/2013
View on TGA
State Implementation and Classification
Approved Date
20/06/2014
Field of Education
080501 - Sales
Original Release Date
20/06/2014
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to advise on, and finalise selection of the appropriate pre-need funeral and burial products and services to meet client needs. It applies to funeral home and cemetery and crematorium staff who work autonomously with limited supervision in a sales role, and whose work is performed according to work health and safety, relevant legislation and workplace policies and procedures.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Identify needs of clients.
  • 1.1 Identify particular needs of clients through consultation.
  • 1.2 Provide clients with information about the range of pre-need products and services.
  • 1.3 Locate information from other sources or refer clients to supervisor, where information is not immediately available.
2. Respond to client needs using sales principles.
  • 2.1 Match pre-need products or services to client needs.
  • 2.2 Provide information of benefits and features of pre-need product or service to clients.
  • 2.3 Provide options and suggestions for personalising products and services.
  • 2.4 Identify, monitor and respond to client objections.
  • 2.5 Provide information on costs and available financing arrangements.
3. Finalise the selection of pre-need products and services.
  • 3.1 Confirm client decision.
  • 3.2 Identify and access relevant documentation and agreements.
  • 3.3 Complete documentation according to workplace policies and procedures.
  • 3.4 Process financing and non-cash transactions according to relevant legislation and workplace policies and procedures.
  • 3.5 Check cash transactions and tender change as required.
  • 3.6 Prepare and issue receipts and relevant documents to clients.
  • 3.7 File and store documentation according to workplace policies and procedures.
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