Receive anunsolicitedVM fromparticipant(s)Team metgoal under12:00 AHTweeklyTeam RTC> TeamRockwellweeklyToday ILearnedReceivea WOW!AlertSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk aboutOutsideAssets 5Times duringthe day (PIN)Submit aNIGO toIGO task(PIN)UNRunder5:00 minsweeklyRTC2.50%weeklyCalldocumentevery callduring theweekSubmit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayCheckbeneficiariesat least 10timesACWunder1:15weeklyRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participant1VoicemailKudosComplete afollow-up callto aparticipant(PIN)Ask foroutside assetsbringing upinvestmentmixCall NSLwith a #validquestion(PIN)Send aRII to aparticipant(PIN)Completed2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callReceive anunsolicitedVM fromparticipant(s)Team metgoal under12:00 AHTweeklyTeam RTC> TeamRockwellweeklyToday ILearnedReceivea WOW!AlertSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk aboutOutsideAssets 5Times duringthe day (PIN)Submit aNIGO toIGO task(PIN)UNRunder5:00 minsweeklyRTC2.50%weeklyCalldocumentevery callduring theweekSubmit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayCheckbeneficiariesat least 10timesACWunder1:15weeklyRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participant1VoicemailKudosComplete afollow-up callto aparticipant(PIN)Ask foroutside assetsbringing upinvestmentmixCall NSLwith a #validquestion(PIN)Send aRII to aparticipant(PIN)Completed2 differentStretches atyour deskAsk foroutsideassetsduring anRMD call

TEAM WELLS - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
G
2
N
3
G
4
B
5
O
6
O
7
I
8
I
9
I
10
O
11
G
12
G
13
N
14
N
15
B
16
B
17
G
18
I
19
B
20
B
21
I
22
N
23
O
24
O
  1. G-Receive an unsolicited VM from participant(s)
  2. N-Team met goal under 12:00 AHT weekly
  3. G-Team RTC > Team Rockwell weekly
  4. B-Today I Learned
  5. O-Receive a WOW! Alert
  6. O-Submitted Non-ERISA form(Blue NCC button) to processing for customer
  7. I-Ask about Outside Assets 5 Times during the day (PIN)
  8. I-Submit a NIGO to IGO task (PIN)
  9. I-UNR under 5:00 mins weekly
  10. O-RTC 2.50% weekly
  11. G-Call document every call during the week
  12. G-Submit a valid RIC referral
  13. N-F9 NCC Retirement Income Planning document 3 times during a day
  14. N-Check beneficiaries at least 10 times
  15. B-ACW under 1:15 weekly
  16. B-Respond to a chat/question from a colleague
  17. G-Schedule an advice session for a participant
  18. I-1 Voicemail Kudos
  19. B-Complete a follow-up call to a participant (PIN)
  20. B-Ask for outside assets bringing up investment mix
  21. I-Call NSL with a #valid question (PIN)
  22. N-Send a RII to a participant (PIN)
  23. O-Completed 2 different Stretches at your desk
  24. O-Ask for outside assets during an RMD call