ACWunder1:30weeklyCompleteWeeklyCentricalTrainingReceive anunsolicitedVM fromparticipantsReceivea WOW!AlertAsk aboutOutsideAssets 5Times duringthe day(PIN)QIR90%+weeklyRTC2.50%weeklyTalk/Hold +ACW bothin greenweeklyBecome amember/Participatein a BRGCall NSLwith a #validquestion(PIN)Shadow aTIAA/NuveencolleagueUse KE toresearchevery callFrame thecall everytimeUNRunder5:00 minsweeklyDemonstrateactivelisteningskills onevery callRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)Send aTIL inthe chat100%VOCweeklySchedule anadvicesession fora participantCalldocumentevery callCompleted2 differentStretches atyour deskVoicemailKudosSubmittedNon-ERISAform toprocessingfor customerAsk aboutOutsideAssets 5Times duringthe dayCheckbeneficiariesat least 10timesSend aRII to aparticipant(PIN)Submit aNIGO toIGO task(PIN)Ask ClarifyingQuestionsregarding theclient’s needTalk/Holdunder12:00weeklyACWunder1:30weeklyCompleteWeeklyCentricalTrainingReceive anunsolicitedVM fromparticipantsReceivea WOW!AlertAsk aboutOutsideAssets 5Times duringthe day(PIN)QIR90%+weeklyRTC2.50%weeklyTalk/Hold +ACW bothin greenweeklyBecome amember/Participatein a BRGCall NSLwith a #validquestion(PIN)Shadow aTIAA/NuveencolleagueUse KE toresearchevery callFrame thecall everytimeUNRunder5:00 minsweeklyDemonstrateactivelisteningskills onevery callRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)Send aTIL inthe chat100%VOCweeklySchedule anadvicesession fora participantCalldocumentevery callCompleted2 differentStretches atyour deskVoicemailKudosSubmittedNon-ERISAform toprocessingfor customerAsk aboutOutsideAssets 5Times duringthe dayCheckbeneficiariesat least 10timesSend aRII to aparticipant(PIN)Submit aNIGO toIGO task(PIN)Ask ClarifyingQuestionsregarding theclient’s needTalk/Holdunder12:00weekly

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