9.Checkbeneficiariesat least 10times15.Become amember/Participatein a BRG4.Completed2 differentStretches atyour desk20.Respond to achat/questionfrom acolleagueAsk aboutOutsideAssets 5Times duringthe day2.Send aRII to aparticipant(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need8.Send aTIL inthe chat25.QIR90%+weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)13.Demonstrateactivelisteningskills onevery call27.UNRunder5:00 minsweekly28.Talk/Holdunder12:00weekly6.Frame thecall everytime11.Calldocumentevery call24.100%VOCweekly14.Use KE toresearchevery call10.CompleteWeeklyCentricalTraining19.Receivea WOW!Alert17.Submit aNIGO toIGO task(PIN)7.Shadow aTIAA/Nuveencolleague3.Schedule anadvicesession fora participant29.ACWunder1:30weekly21.Call NSLwith a #validquestion(PIN)26.VoicemailKudos16.Complete afollow-up callto aparticipant(PIN)12.SubmittedNon-ERISAform toprocessingfor customer23.Talk/Hold +ACW bothin greenweekly22.RTC2.50%weekly18.Receive anunsolicitedVM fromparticipants9.Checkbeneficiariesat least 10times15.Become amember/Participatein a BRG4.Completed2 differentStretches atyour desk20.Respond to achat/questionfrom acolleagueAsk aboutOutsideAssets 5Times duringthe day2.Send aRII to aparticipant(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need8.Send aTIL inthe chat25.QIR90%+weekly1.Ask aboutOutsideAssets 5Times duringthe day(PIN)13.Demonstrateactivelisteningskills onevery call27.UNRunder5:00 minsweekly28.Talk/Holdunder12:00weekly6.Frame thecall everytime11.Calldocumentevery call24.100%VOCweekly14.Use KE toresearchevery call10.CompleteWeeklyCentricalTraining19.Receivea WOW!Alert17.Submit aNIGO toIGO task(PIN)7.Shadow aTIAA/Nuveencolleague3.Schedule anadvicesession fora participant29.ACWunder1:30weekly21.Call NSLwith a #validquestion(PIN)26.VoicemailKudos16.Complete afollow-up callto aparticipant(PIN)12.SubmittedNon-ERISAform toprocessingfor customer23.Talk/Hold +ACW bothin greenweekly22.RTC2.50%weekly18.Receive anunsolicitedVM fromparticipants

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