Send aRII to aparticipant(PIN)Complete afollow-up callto aparticipant(PIN)Completed2 differentStretches atyour deskAsk aboutOutsideAssets 5Times duringthe day(PIN)Frame thecall everytimeAsk aboutOutsideAssets 5Times duringthe dayCheckbeneficiariesat least 10timesCalldocumentevery callTalk/Holdunder12:00weeklyTalk/Hold +ACW bothin greenweeklyUse KE toresearchevery callBecome amember/Participatein a BRGACWunder1:30weeklyReceivea WOW!AlertRespond to achat/questionfrom acolleagueCompleteWeeklyCentricalTrainingQIR90%+weeklyUNRunder5:00 minsweeklySubmit aNIGO toIGO task(PIN)VoicemailKudosReceive anunsolicitedVM fromparticipantsAsk ClarifyingQuestionsregarding theclient’s needSchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)Demonstrateactivelisteningskills onevery callSend aTIL inthe chatRTC2.50%weekly100%VOCweeklyShadow aTIAA/NuveencolleagueSubmittedNon-ERISAform toprocessingfor customerSend aRII to aparticipant(PIN)Complete afollow-up callto aparticipant(PIN)Completed2 differentStretches atyour deskAsk aboutOutsideAssets 5Times duringthe day(PIN)Frame thecall everytimeAsk aboutOutsideAssets 5Times duringthe dayCheckbeneficiariesat least 10timesCalldocumentevery callTalk/Holdunder12:00weeklyTalk/Hold +ACW bothin greenweeklyUse KE toresearchevery callBecome amember/Participatein a BRGACWunder1:30weeklyReceivea WOW!AlertRespond to achat/questionfrom acolleagueCompleteWeeklyCentricalTrainingQIR90%+weeklyUNRunder5:00 minsweeklySubmit aNIGO toIGO task(PIN)VoicemailKudosReceive anunsolicitedVM fromparticipantsAsk ClarifyingQuestionsregarding theclient’s needSchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)Demonstrateactivelisteningskills onevery callSend aTIL inthe chatRTC2.50%weekly100%VOCweeklyShadow aTIAA/NuveencolleagueSubmittedNon-ERISAform toprocessingfor customer

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