11.Calldocumentevery call10.CompleteWeeklyCentricalTraining15.Become amember/Participatein a BRG17.Submit aNIGO toIGO task(PIN)26.VoicemailKudos28.Talk/Holdunder12:00weekly23.Talk/Hold +ACW bothin greenweekly22.RTC2.50%weekly6.Frame thecall everytime5.Ask ClarifyingQuestionsregarding theclient’s need18.Receive anunsolicitedVM fromparticipants27.UNRunder5:00 minsweekly25.QIR90%+weekly29.ACWunder1:30weekly21.Call NSLwith a #validquestion(PIN)2.Send aRII to aparticipant(PIN)1.Ask aboutOutsideAssets 5Times duringthe day(PIN)19.Receivea WOW!Alert14.Use KE toresearchevery call3.Schedule anadvicesession fora participantAsk aboutOutsideAssets 5Times duringthe day20.Respond to achat/questionfrom acolleague4.Completed2 differentStretches atyour desk24.100%VOCweekly16.Complete afollow-up callto aparticipant(PIN)8.Send aTIL inthe chat7.Shadow aTIAA/Nuveencolleague12.SubmittedNon-ERISAform toprocessingfor customer9.Checkbeneficiariesat least 10times13.Demonstrateactivelisteningskills onevery call11.Calldocumentevery call10.CompleteWeeklyCentricalTraining15.Become amember/Participatein a BRG17.Submit aNIGO toIGO task(PIN)26.VoicemailKudos28.Talk/Holdunder12:00weekly23.Talk/Hold +ACW bothin greenweekly22.RTC2.50%weekly6.Frame thecall everytime5.Ask ClarifyingQuestionsregarding theclient’s need18.Receive anunsolicitedVM fromparticipants27.UNRunder5:00 minsweekly25.QIR90%+weekly29.ACWunder1:30weekly21.Call NSLwith a #validquestion(PIN)2.Send aRII to aparticipant(PIN)1.Ask aboutOutsideAssets 5Times duringthe day(PIN)19.Receivea WOW!Alert14.Use KE toresearchevery call3.Schedule anadvicesession fora participantAsk aboutOutsideAssets 5Times duringthe day20.Respond to achat/questionfrom acolleague4.Completed2 differentStretches atyour desk24.100%VOCweekly16.Complete afollow-up callto aparticipant(PIN)8.Send aTIL inthe chat7.Shadow aTIAA/Nuveencolleague12.SubmittedNon-ERISAform toprocessingfor customer9.Checkbeneficiariesat least 10times13.Demonstrateactivelisteningskills onevery call

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