The Segment that I worked in was extremely confusing, stressful, unethical, and a complete waste of resources for Truist. The whole Idea of “At Work” or “Financial Wellness” or Whatever you want to disguise account pushing as, is nothing but a sham. The strategy has proven to be ineffective in almost all markets, which has caused major stress on the teammates. You’re told that as a consultant you do NOT teach Financial Literacy.. Instead your job is to move the individuals you speak with to “Take Action” (opening a product). Then you’re told to present the program to Decision Makers and their Employees in a manner that seeks to Help the employee better understand their finances, and focuses on modules and resources for financial literacy? Basically say anything you need to say to get in with these employers & get checking accounts out of them. Leadership did not have the ability to support, because they’re not actually able to do the job that their teammates are expected to do. The executive leadership established catastrophic goals that are absolutely unachievable, and then they attempt to hold you accountable to them. Take a look at the data, and see how many consultants are hitting goal even 10% of the time…. It’s not difficult to see that you have a group of consultants chasing down branch opened accounts to put their names on & take credit for the sale. All the while you’re being told that you’re just doing it wrong…But if you present the program the “Right Way” you will hit your goals 100% of the time. Good luck.
