Submit avalid RICreferralToday ILearned1VoicemailKudosTeam metgoal under12:00 AHTweeklyCompleted2 differentStretches atyour deskSchedule anadvicesession fora participantReceive anunsolicitedVM fromparticipant(s)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutside assetsbringing upinvestmentmixCall NSLwith a #validquestion(PIN)Complete afollow-up callto aparticipant(PIN)Submit aNIGO toIGO task(PIN)Calldocumentevery callduring theweekACWunder1:15weeklyTeam RTC> TeamRockwellweeklyAsk foroutsideassetsduring anRMD callF9 NCCRetirementIncome Planningdocument 3times during adaySend aRII to aparticipant(PIN)UNRunder5:00 minsweeklyReceivea WOW!AlertCheckbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe day (PIN)Respond to achat/questionfrom acolleagueRTC2.50%weeklySubmit avalid RICreferralToday ILearned1VoicemailKudosTeam metgoal under12:00 AHTweeklyCompleted2 differentStretches atyour deskSchedule anadvicesession fora participantReceive anunsolicitedVM fromparticipant(s)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutside assetsbringing upinvestmentmixCall NSLwith a #validquestion(PIN)Complete afollow-up callto aparticipant(PIN)Submit aNIGO toIGO task(PIN)Calldocumentevery callduring theweekACWunder1:15weeklyTeam RTC> TeamRockwellweeklyAsk foroutsideassetsduring anRMD callF9 NCCRetirementIncome Planningdocument 3times during adaySend aRII to aparticipant(PIN)UNRunder5:00 minsweeklyReceivea WOW!AlertCheckbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe day (PIN)Respond to achat/questionfrom acolleagueRTC2.50%weekly

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