Team metgoal under12:00 AHTweeklyACWunder1:15weeklyRespond to achat/questionfrom acolleagueSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSchedule anadvicesession fora participantCompleted2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)Today ILearnedF9 NCCRetirementIncome Planningdocument 3times during adayUNRunder5:00 minsweeklySubmit avalid RICreferralCall NSLwith a #validquestion(PIN)Checkbeneficiariesat least 10timesReceive anunsolicitedVM fromparticipant(s)Receivea WOW!Alert1VoicemailKudosSubmit aNIGO toIGO task(PIN)Team RTC> TeamRockwellweeklyRTC2.50%weeklySend aRII to aparticipant(PIN)Ask foroutside assetsbringing upinvestmentmixCalldocumentevery callduring theweekComplete afollow-up callto aparticipant(PIN)Team metgoal under12:00 AHTweeklyACWunder1:15weeklyRespond to achat/questionfrom acolleagueSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSchedule anadvicesession fora participantCompleted2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)Today ILearnedF9 NCCRetirementIncome Planningdocument 3times during adayUNRunder5:00 minsweeklySubmit avalid RICreferralCall NSLwith a #validquestion(PIN)Checkbeneficiariesat least 10timesReceive anunsolicitedVM fromparticipant(s)Receivea WOW!Alert1VoicemailKudosSubmit aNIGO toIGO task(PIN)Team RTC> TeamRockwellweeklyRTC2.50%weeklySend aRII to aparticipant(PIN)Ask foroutside assetsbringing upinvestmentmixCalldocumentevery callduring theweekComplete afollow-up callto aparticipant(PIN)

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