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zahrynI refused to sign my performance agreement this afternoon. I went into work briefly to collect my portfolio, Lyn was in and ambushed me to sign my new performance agreement. I refused. He took me into a meeting room and we had a bit of a talk about it.
My problems with the new PA are many and varied, firstly, our targets are not reasonable, only 10 of the 180 advisors in Direct regularly make their targets, they all work stupid amounts of overtime and are very agressive salespeople. If that's what it takes to be "top advisor" then I don't want it.
The other big issue is that the phonelines we are all programmed to are different. In theory, if I log into my phoneline (we all have our own passcodes) I expect to be on the same set of lines as the next SA. When I log into my line and find 184 advisors on the same lines as me, but the advisor next to me is on a line with fewer people, it means the other advisor will get more calls than I will and chances are that advisor is not logged onto the same lines as I am.
We have a new phone system coming in sometime Sept/Oct time which should apparently put everyone on the same lines, same priority and taking calls appropriate for their training. When that happens, I will sign my PA.
Lyn understands my position (I am apparently the first person to refuse) and I did say to him that until all the SA's are on a level playing field, it's not reasonable for Nationwide to expect us to hit targets that we have no control over.
An example of this is the software we have to use to monitor and record our performances. Theoretically, we log into our system using a personal number, every piece of business that we do is registered automagically against our number, then, as each piece of business completes, the reporting software collects the number from the recording software and adds the points to our reports. At the end of the month (still theoretically) we get a copy of our report and that's how much business, points, talk time & login time we have done in that month.
In practise, people dip into other peoples cases, answer queries, take fees, instruct valuations, upload insurances and sometimes have to re-do the whole blinking thing. Each time you hop into another advisors case, even if it's just to re-send paperwork, the recording system sometimes will transfer the credit for the business to you..... for doing nothing at all.
This means that every advisor has to keep a log of every piece of business they do so that, twice a month, they can go through every single case they have done and transfer any that need it, back to their number. Sometimes cases will complete in this time and amendments have to be sent to managers to fix the points. Completely pointless bloody waste of time....unless you want to make target that is.
The company tried to help by employing a couple of girls to do our case management for us, theoretically, they take our case logs twice a month go through all our business and do all the transferring/amending/adding etc to ensure we get our points. In practise, I do my own case management and a bloody good job too since I was going through it Saturday with only 3 days left to put amendments through and found 6 main mortgages with insurances and 4 sets of further borrowing that had completed, but been missed.
So, in theory, we have a great system which requires no effort on our behalf and we all get the points that we're due. In practise, it's a shambles of a system that takes us time off the phones to get the credit we should have.
All of the above is why I refused to sign my performance agreement.
Rant over *climbs down from soap box*
My problems with the new PA are many and varied, firstly, our targets are not reasonable, only 10 of the 180 advisors in Direct regularly make their targets, they all work stupid amounts of overtime and are very agressive salespeople. If that's what it takes to be "top advisor" then I don't want it.
The other big issue is that the phonelines we are all programmed to are different. In theory, if I log into my phoneline (we all have our own passcodes) I expect to be on the same set of lines as the next SA. When I log into my line and find 184 advisors on the same lines as me, but the advisor next to me is on a line with fewer people, it means the other advisor will get more calls than I will and chances are that advisor is not logged onto the same lines as I am.
We have a new phone system coming in sometime Sept/Oct time which should apparently put everyone on the same lines, same priority and taking calls appropriate for their training. When that happens, I will sign my PA.
Lyn understands my position (I am apparently the first person to refuse) and I did say to him that until all the SA's are on a level playing field, it's not reasonable for Nationwide to expect us to hit targets that we have no control over.
An example of this is the software we have to use to monitor and record our performances. Theoretically, we log into our system using a personal number, every piece of business that we do is registered automagically against our number, then, as each piece of business completes, the reporting software collects the number from the recording software and adds the points to our reports. At the end of the month (still theoretically) we get a copy of our report and that's how much business, points, talk time & login time we have done in that month.
In practise, people dip into other peoples cases, answer queries, take fees, instruct valuations, upload insurances and sometimes have to re-do the whole blinking thing. Each time you hop into another advisors case, even if it's just to re-send paperwork, the recording system sometimes will transfer the credit for the business to you..... for doing nothing at all.
This means that every advisor has to keep a log of every piece of business they do so that, twice a month, they can go through every single case they have done and transfer any that need it, back to their number. Sometimes cases will complete in this time and amendments have to be sent to managers to fix the points. Completely pointless bloody waste of time....unless you want to make target that is.
The company tried to help by employing a couple of girls to do our case management for us, theoretically, they take our case logs twice a month go through all our business and do all the transferring/amending/adding etc to ensure we get our points. In practise, I do my own case management and a bloody good job too since I was going through it Saturday with only 3 days left to put amendments through and found 6 main mortgages with insurances and 4 sets of further borrowing that had completed, but been missed.
So, in theory, we have a great system which requires no effort on our behalf and we all get the points that we're due. In practise, it's a shambles of a system that takes us time off the phones to get the credit we should have.
All of the above is why I refused to sign my performance agreement.
Rant over *climbs down from soap box*
