Financial Services Sales Process

National Occupational Standards for Financial Services Sales Process

These National Occupational Standards consist of three units focusing on promoting the organisation's additional financial products and services, developing and maintaining business relations with financial services' introducers, and processing financial services sales support administration for agencies. Other relevant National Occupational Standards are also ‘signposted'.

 

Background information

These National Occupational Standards for Financial Services Sales Process supersede the version which had previously been approved in 2006.

This updated version covers competence requirements for people who work in a financial services organisation and who are involved in the sale and promotion of products and services.

Other sales and management standards, which may also be suitable for the industry, are signposted within the suite document.

 

The National Occupational Standards

The project to develop these National Occupational Standards was launched in July 2008, and they were approved for publication by the qualification regulators in September 2009.

This work formed part of an extensive review of the suites of National Occupational Standards under Retail Financial Services, as part of an ongoing programme to ensure that they remain up-to-date and fit for purpose.

The previous National Occupational Standards had been last reviewed in 2005, and the new versions feature expanded coverage.

The National Occupational Standards for Financial Services Sales Process can be downloaded below.

 

The units can also be downloaded individually from the NOS Directory, at http://ukstandards.org.uk/Find_Occupational_Standards.aspx?NosFindID=4&SuiteID=2083

 

Further information

For further information about these NOS, please contact the NOS team by emailing [email protected] or by calling 0845 618 2379.

 

Your feedback

We welcome feedback on the National Occupational Standards which we have produced. If you would like to comment on the NOS for Financial Services Sales Process, please complete and return the feedback form (which can be downloaded below) to [email protected].

 

 


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