27.UNRunder5:00 minsweekly4.Completed2 differentStretches atyour desk20.Respond to achat/questionfrom acolleague8.Send aTIL inthe chat18.Receive anunsolicitedVM fromparticipants23.Talk/Hold +ACW bothin greenweekly7.Shadow aTIAA/Nuveencolleague14.Use KE toresearchevery call16.Complete afollow-up callto aparticipant(PIN)2.Send aRII to aparticipant(PIN)11.Calldocumentevery call15.Become amember/Participatein a BRG10.CompleteWeeklyCentricalTraining1.Ask aboutOutsideAssets 5Times duringthe day(PIN)25.QIR90%+weekly6.Frame thecall everytime28.Talk/Holdunder12:00weekly21.Call NSLwith a #validquestion(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need19.Receivea WOW!Alert29.ACWunder1:30weekly13.Demonstrateactivelisteningskills onevery callAsk aboutOutsideAssets 5Times duringthe day9.Checkbeneficiariesat least 10times3.Schedule anadvicesession fora participant12.SubmittedNon-ERISAform toprocessingfor customer24.100%VOCweekly26.VoicemailKudos22.RTC2.50%weekly17.Submit aNIGO toIGO task(PIN)27.UNRunder5:00 minsweekly4.Completed2 differentStretches atyour desk20.Respond to achat/questionfrom acolleague8.Send aTIL inthe chat18.Receive anunsolicitedVM fromparticipants23.Talk/Hold +ACW bothin greenweekly7.Shadow aTIAA/Nuveencolleague14.Use KE toresearchevery call16.Complete afollow-up callto aparticipant(PIN)2.Send aRII to aparticipant(PIN)11.Calldocumentevery call15.Become amember/Participatein a BRG10.CompleteWeeklyCentricalTraining1.Ask aboutOutsideAssets 5Times duringthe day(PIN)25.QIR90%+weekly6.Frame thecall everytime28.Talk/Holdunder12:00weekly21.Call NSLwith a #validquestion(PIN)5.Ask ClarifyingQuestionsregarding theclient’s need19.Receivea WOW!Alert29.ACWunder1:30weekly13.Demonstrateactivelisteningskills onevery callAsk aboutOutsideAssets 5Times duringthe day9.Checkbeneficiariesat least 10times3.Schedule anadvicesession fora participant12.SubmittedNon-ERISAform toprocessingfor customer24.100%VOCweekly26.VoicemailKudos22.RTC2.50%weekly17.Submit aNIGO toIGO task(PIN)

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