Answer:
In this particular situation person J should not lose her control and handle the situation very calmly. She can handle the future calls by asking her manager not to interrupt as it is demoralizing her. Not only this, she should courteously say to her manager to encourage her to excel in her work by handling the client all alone so that she can prove it to be a great employee.
Answer:
Salespeople sometimes are faced with an ethical dilemma that asks them to choose from options wherein one option is legal and ethical but not benefiting the business, while the other option is unethical and not legally required and is lucrative.
Mr. Y is an account executive at WF Co. and possess a client Ms. J who has previously also taken the firm's services. This time in the first meeting, she discusses with Mr. Y the kind of loan that she wants to avail. Her husband was not present in this meeting, and after weeks of preparation, when Mr. Y called her for the second meeting introducing her with the right kind of loan that she could avail, she discloses that this loan will payoff a debt of $35,000 over her credit cards, and her husband is not aware of this debt and this is the reason why he is not present with us in any of the meetings.
In this situation, Mr. Y is aware that to avail the loan, the husband should also be a part of the contract and a signing authority, and this is the reason why he will call the husband and let him know the situation and will not allow Ms. J to avail the loan all by herself by doing her husband making him sign the loan documents without revealing the facts to him. Mr. Y could also give Ms. J an option to go legally by telling her husband the truth or to find any other account executive who could accompany her in this duping.
Answer:
Person J would use his information and try to break the ice by answering person T's questions. Jamie could improve this situation by interrupting in between and saying "I am sorry for the interruption but I would like to share some information from which you (person T) will get all answers." This statement will establish person J and her company's credibility and will no longer upset person T.