TEAM WELLS BINGO

TEAM WELLS BINGO Card
Preview

This bingo card has a free space and 30 words: Ask about Outside Assets 5 Times during the day, Ask about Outside Assets 5 Times during the day(PIN), Send a RII to a participant (PIN), Schedule an advice session for a participant, Completed 2 different Stretches at your desk, Ask Clarifying Questions regarding the client’s need, Frame the call every time, Shadow a TIAA/Nuveen colleague, Send a TIL in the chat, Check beneficiaries at least 10 times, Complete Weekly Centrical Training, Call document every call, Submitted Non-ERISA form to processing for customer, Demonstrate active listening skills on every call, Use KE to research every call, Become a member/Participate in a BRG, Complete a follow-up call to a participant (PIN), Submit a NIGO to IGO task (PIN), Receive an unsolicited VM from participants, Receive a WOW! Alert, Respond to a chat/question from a colleague, Call NSL with a #valid question (PIN), RTC 2.50% weekly, Talk/Hold + ACW both in green weekly, 100% VOC weekly, QIR 90%+ weekly, Voicemail Kudos, UNR under 5:00 mins weekly, Talk/Hold under 12:00 weekly and ACW under 1:30 weekly.

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