Ask aboutOutsideAssets 5Times duringthe day(PIN)Frame thecall everytimeCompleteWeeklyCentricalTrainingSchedule anadvicesession fora participantTalk/Hold +ACW bothin greenweeklyRTC2.50%weeklyACWunder1:30weeklyCheckbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe dayCalldocumentevery callReceive anunsolicitedVM fromparticipants100%VOCweeklyBecome amember/Participatein a BRGSend aRII to aparticipant(PIN)Receivea WOW!AlertDemonstrateactivelisteningskills onevery callTalk/Holdunder12:00weeklyUse KE toresearchevery callAsk ClarifyingQuestionsregarding theclient’s needRespond to achat/questionfrom acolleagueSubmit aNIGO toIGO task(PIN)Send aTIL inthe chatSubmittedNon-ERISAform toprocessingfor customerComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Completed2 differentStretches atyour deskQIR90%+weeklyVoicemailKudosUNRunder5:00 minsweeklyShadow aTIAA/NuveencolleagueAsk aboutOutsideAssets 5Times duringthe day(PIN)Frame thecall everytimeCompleteWeeklyCentricalTrainingSchedule anadvicesession fora participantTalk/Hold +ACW bothin greenweeklyRTC2.50%weeklyACWunder1:30weeklyCheckbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe dayCalldocumentevery callReceive anunsolicitedVM fromparticipants100%VOCweeklyBecome amember/Participatein a BRGSend aRII to aparticipant(PIN)Receivea WOW!AlertDemonstrateactivelisteningskills onevery callTalk/Holdunder12:00weeklyUse KE toresearchevery callAsk ClarifyingQuestionsregarding theclient’s needRespond to achat/questionfrom acolleagueSubmit aNIGO toIGO task(PIN)Send aTIL inthe chatSubmittedNon-ERISAform toprocessingfor customerComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Completed2 differentStretches atyour deskQIR90%+weeklyVoicemailKudosUNRunder5:00 minsweeklyShadow aTIAA/Nuveencolleague

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