25.QIR90%+weekly4.Completed2 differentStretches atyour desk16.Complete afollow-up callto aparticipant(PIN)15.Become amember/Participatein a BRG6.Frame thecall everytime2.Send aRII to aparticipant(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need3.Schedule anadvicesession fora participant21.Call NSLwith a #validquestion(PIN)22.RTC2.50%weekly10.CompleteWeeklyCentricalTraining1.Ask aboutOutsideAssets 5Times duringthe day(PIN)9.Checkbeneficiariesat least 10times23.Talk/Hold +ACW bothin greenweekly12.SubmittedNon-ERISAform toprocessingfor customer20.Respond to achat/questionfrom acolleague19.Receivea WOW!Alert13.Demonstrateactivelisteningskills onevery call24.100%VOCweekly27.UNRunder5:00 minsweekly29.ACWunder1:30weekly8.Send aTIL inthe chat7.Shadow aTIAA/Nuveencolleague17.Submit aNIGO toIGO task(PIN)18.Receive anunsolicitedVM fromparticipants28.Talk/Holdunder12:00weekly26.VoicemailKudos11.Calldocumentevery call14.Use KE toresearchevery callAsk aboutOutsideAssets 5Times duringthe day25.QIR90%+weekly4.Completed2 differentStretches atyour desk16.Complete afollow-up callto aparticipant(PIN)15.Become amember/Participatein a BRG6.Frame thecall everytime2.Send aRII to aparticipant(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need3.Schedule anadvicesession fora participant21.Call NSLwith a #validquestion(PIN)22.RTC2.50%weekly10.CompleteWeeklyCentricalTraining1.Ask aboutOutsideAssets 5Times duringthe day(PIN)9.Checkbeneficiariesat least 10times23.Talk/Hold +ACW bothin greenweekly12.SubmittedNon-ERISAform toprocessingfor customer20.Respond to achat/questionfrom acolleague19.Receivea WOW!Alert13.Demonstrateactivelisteningskills onevery call24.100%VOCweekly27.UNRunder5:00 minsweekly29.ACWunder1:30weekly8.Send aTIL inthe chat7.Shadow aTIAA/Nuveencolleague17.Submit aNIGO toIGO task(PIN)18.Receive anunsolicitedVM fromparticipants28.Talk/Holdunder12:00weekly26.VoicemailKudos11.Calldocumentevery call14.Use KE toresearchevery callAsk aboutOutsideAssets 5Times duringthe day

TEAM WELLS 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. QIR 90%+ weekly
    25.
  2. Completed 2 different Stretches at your desk
    4.
  3. Complete a follow-up call to a participant (PIN)
    16.
  4. Become a member/Participate in a BRG
    15.
  5. Frame the call every time
    6.
  6. Send a RII to a participant (PIN)
    2.
  7. Ask Clarifying Questions regarding the client’s need
    5.
  8. Schedule an advice session for a participant
    3.
  9. Call NSL with a #valid question (PIN)
    21.
  10. RTC 2.50% weekly
    22.
  11. Complete Weekly Centrical Training
    10.
  12. Ask about Outside Assets 5 Times during the day(PIN)
    1.
  13. Check beneficiaries at least 10 times
    9.
  14. Talk/Hold + ACW both in green weekly
    23.
  15. Submitted Non-ERISA form to processing for customer
    12.
  16. Respond to a chat/question from a colleague
    20.
  17. Receive a WOW! Alert
    19.
  18. Demonstrate active listening skills on every call
    13.
  19. 100% VOC weekly
    24.
  20. UNR under 5:00 mins weekly
    27.
  21. ACW under 1:30 weekly
    29.
  22. Send a TIL in the chat
    8.
  23. Shadow a TIAA/Nuveen colleague
    7.
  24. Submit a NIGO to IGO task (PIN)
    17.
  25. Receive an unsolicited VM from participants
    18.
  26. Talk/Hold under 12:00 weekly
    28.
  27. Voicemail Kudos
    26.
  28. Call document every call
    11.
  29. Use KE to research every call
    14.
  30. Ask about Outside Assets 5 Times during the day