27.UNRunder5:00 minsweekly16.Complete afollow-up callto aparticipant(PIN)11.Calldocumentevery call13.Demonstrateactivelisteningskills onevery call24.100%VOCweekly4.Completed2 differentStretches atyour desk14.Use KE toresearchevery call28.Talk/Holdunder12:00weekly5.Ask ClarifyingQuestionsregarding theclient’s need9.Checkbeneficiariesat least 10times18.Receive anunsolicitedVM fromparticipants22.RTC2.50%weekly19.Receivea WOW!Alert1.Ask aboutOutsideAssets 5Times duringthe day(PIN)21.Call NSLwith a #validquestion(PIN)6.Frame thecall everytime3.Schedule anadvicesession fora participant12.SubmittedNon-ERISAform toprocessingfor customer10.CompleteWeeklyCentricalTraining23.Talk/Hold +ACW bothin greenweekly15.Become amember/Participatein a BRGAsk aboutOutsideAssets 5Times duringthe day29.ACWunder1:30weekly20.Respond to achat/questionfrom acolleague17.Submit aNIGO toIGO task(PIN)26.VoicemailKudos2.Send aRII to aparticipant(PIN)8.Send aTIL inthe chat25.QIR90%+weekly7.Shadow aTIAA/Nuveencolleague27.UNRunder5:00 minsweekly16.Complete afollow-up callto aparticipant(PIN)11.Calldocumentevery call13.Demonstrateactivelisteningskills onevery call24.100%VOCweekly4.Completed2 differentStretches atyour desk14.Use KE toresearchevery call28.Talk/Holdunder12:00weekly5.Ask ClarifyingQuestionsregarding theclient’s need9.Checkbeneficiariesat least 10times18.Receive anunsolicitedVM fromparticipants22.RTC2.50%weekly19.Receivea WOW!Alert1.Ask aboutOutsideAssets 5Times duringthe day(PIN)21.Call NSLwith a #validquestion(PIN)6.Frame thecall everytime3.Schedule anadvicesession fora participant12.SubmittedNon-ERISAform toprocessingfor customer10.CompleteWeeklyCentricalTraining23.Talk/Hold +ACW bothin greenweekly15.Become amember/Participatein a BRGAsk aboutOutsideAssets 5Times duringthe day29.ACWunder1:30weekly20.Respond to achat/questionfrom acolleague17.Submit aNIGO toIGO task(PIN)26.VoicemailKudos2.Send aRII to aparticipant(PIN)8.Send aTIL inthe chat25.QIR90%+weekly7.Shadow aTIAA/Nuveencolleague

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