Completed2 differentStretches atyour deskQIR90%+weeklyReceivea WOW!AlertBecome amember/Participatein a BRG100%VOCweeklyAsk aboutOutsideAssets 5Times duringthe daySend aRII to aparticipant(PIN)UNRunder5:00 minsweeklySubmittedNon-ERISAform toprocessingfor customerDemonstrateactivelisteningskills onevery callAsk ClarifyingQuestionsregarding theclient’s needCalldocumentevery callCall NSLwith a #validquestion(PIN)Talk/Hold +ACW bothin greenweeklyRespond to achat/questionfrom acolleagueShadow aTIAA/NuveencolleagueCompleteWeeklyCentricalTrainingTalk/Holdunder12:00weeklyFrame thecall everytimeSchedule anadvicesession fora participantSubmit aNIGO toIGO task(PIN)Checkbeneficiariesat least 10timesRTC2.50%weeklyAsk aboutOutsideAssets 5Times duringthe day(PIN)Use KE toresearchevery callComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromparticipantsACWunder1:30weeklySend aTIL inthe chatVoicemailKudosCompleted2 differentStretches atyour deskQIR90%+weeklyReceivea WOW!AlertBecome amember/Participatein a BRG100%VOCweeklyAsk aboutOutsideAssets 5Times duringthe daySend aRII to aparticipant(PIN)UNRunder5:00 minsweeklySubmittedNon-ERISAform toprocessingfor customerDemonstrateactivelisteningskills onevery callAsk ClarifyingQuestionsregarding theclient’s needCalldocumentevery callCall NSLwith a #validquestion(PIN)Talk/Hold +ACW bothin greenweeklyRespond to achat/questionfrom acolleagueShadow aTIAA/NuveencolleagueCompleteWeeklyCentricalTrainingTalk/Holdunder12:00weeklyFrame thecall everytimeSchedule anadvicesession fora participantSubmit aNIGO toIGO task(PIN)Checkbeneficiariesat least 10timesRTC2.50%weeklyAsk aboutOutsideAssets 5Times duringthe day(PIN)Use KE toresearchevery callComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromparticipantsACWunder1:30weeklySend aTIL inthe chatVoicemailKudos

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