BranchReferral#1Retention#3Completea SaleskeyProficiencyMasterRetention#1Talked toaDominionclientTalked toa BoeingclientIntroduceyourself toa new hireas of 9/11Roll-inLeadRetention#2Said "IRecommend"to a clientListened toone of yourcalls andsend XtinafeedbackIRALead#2Enrollment#1Talked toa clientfrom FLTalked to aclient who'sname isJohnPALeadUsed yourEngageStatementIRALead#1BranchReferral#2Roll-inLead#1Had AGST$convoTalk toa FordClientPALeadDetermineda client'sgoalBranchReferral#1Retention#3Completea SaleskeyProficiencyMasterRetention#1Talked toaDominionclientTalked toa BoeingclientIntroduceyourself toa new hireas of 9/11Roll-inLeadRetention#2Said "IRecommend"to a clientListened toone of yourcalls andsend XtinafeedbackIRALead#2Enrollment#1Talked toa clientfrom FLTalked to aclient who'sname isJohnPALeadUsed yourEngageStatementIRALead#1BranchReferral#2Roll-inLead#1Had AGST$convoTalk toa FordClientPALeadDetermineda client'sgoal

FE Advisor Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Branch Referral #1
  2. Retention #3
  3. Complete a Saleskey Proficiency Master
  4. Retention #1
  5. Talked to a Dominion client
  6. Talked to a Boeing client
  7. Introduce yourself to a new hire as of 9/11
  8. Roll-in Lead
  9. Retention #2
  10. Said "I Recommend" to a client
  11. Listened to one of your calls and send Xtina feedback
  12. IRA Lead #2
  13. Enrollment #1
  14. Talked to a client from FL
  15. Talked to a client who's name is John
  16. PA Lead
  17. Used your Engage Statement
  18. IRA Lead #1
  19. Branch Referral #2
  20. Roll-in Lead #1
  21. Had A GST$ convo
  22. Talk to a Ford Client
  23. PA Lead
  24. Determined a client's goal