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