My supervisor wants me to call customers about refinancing opportunities that would actually cost them more money in the long run.
More people experience this than they realize.
You are being asked to prioritize immediate revenue generation over customer financial wellbeing and long-term relationships.
“Where Are You with Financial Services — Banking & Credit?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.