Respond to achat/questionfrom acolleagueTalk/Hold +ACW bothin greenweeklyCall NSLwith a #validquestion(PIN)100%VOCweeklySubmittedNon-ERISAform toprocessingfor customerSchedule anadvicesession fora participantAsk aboutOutsideAssets 5Times duringthe dayCalldocumentevery callReceivea WOW!AlertACWunder1:30weeklyVoicemailKudosSend aRII to aparticipant(PIN)Receive anunsolicitedVM fromparticipantsUse KE toresearchevery callBecome amember/Participatein a BRGQIR90%+weeklySubmit aNIGO toIGO task(PIN)CompleteWeeklyCentricalTrainingFrame thecall everytimeCompleted2 differentStretches atyour deskRTC2.50%weeklySend aTIL inthe chatTalk/Holdunder12:00weeklyShadow aTIAA/NuveencolleagueUNRunder5:00 minsweeklyAsk ClarifyingQuestionsregarding theclient’s needDemonstrateactivelisteningskills onevery callComplete afollow-up callto aparticipant(PIN)Checkbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe day(PIN)Respond to achat/questionfrom acolleagueTalk/Hold +ACW bothin greenweeklyCall NSLwith a #validquestion(PIN)100%VOCweeklySubmittedNon-ERISAform toprocessingfor customerSchedule anadvicesession fora participantAsk aboutOutsideAssets 5Times duringthe dayCalldocumentevery callReceivea WOW!AlertACWunder1:30weeklyVoicemailKudosSend aRII to aparticipant(PIN)Receive anunsolicitedVM fromparticipantsUse KE toresearchevery callBecome amember/Participatein a BRGQIR90%+weeklySubmit aNIGO toIGO task(PIN)CompleteWeeklyCentricalTrainingFrame thecall everytimeCompleted2 differentStretches atyour deskRTC2.50%weeklySend aTIL inthe chatTalk/Holdunder12:00weeklyShadow aTIAA/NuveencolleagueUNRunder5:00 minsweeklyAsk ClarifyingQuestionsregarding theclient’s needDemonstrateactivelisteningskills onevery callComplete afollow-up callto aparticipant(PIN)Checkbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe day(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. Respond to a chat/question from a colleague
  2. Talk/Hold + ACW both in green weekly
  3. Call NSL with a #valid question (PIN)
  4. 100% VOC weekly
  5. Submitted Non-ERISA form to processing for customer
  6. Schedule an advice session for a participant
  7. Ask about Outside Assets 5 Times during the day
  8. Call document every call
  9. Receive a WOW! Alert
  10. ACW under 1:30 weekly
  11. Voicemail Kudos
  12. Send a RII to a participant (PIN)
  13. Receive an unsolicited VM from participants
  14. Use KE to research every call
  15. Become a member/Participate in a BRG
  16. QIR 90%+ weekly
  17. Submit a NIGO to IGO task (PIN)
  18. Complete Weekly Centrical Training
  19. Frame the call every time
  20. Completed 2 different Stretches at your desk
  21. RTC 2.50% weekly
  22. Send a TIL in the chat
  23. Talk/Hold under 12:00 weekly
  24. Shadow a TIAA/Nuveen colleague
  25. UNR under 5:00 mins weekly
  26. Ask Clarifying Questions regarding the client’s need
  27. Demonstrate active listening skills on every call
  28. Complete a follow-up call to a participant (PIN)
  29. Check beneficiaries at least 10 times
  30. Ask about Outside Assets 5 Times during the day(PIN)