Receivea WOW!AlertUNRunder5:00 minsweeklyCalldocumentevery callduring theweekTeam metgoal under12:00 AHTweeklyReceive anunsolicitedVM fromparticipant(s)Send aRII to aparticipant(PIN)Today ILearnedCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCompleted2 differentStretches atyour deskRTC2.50%weeklyACWunder1:15weeklyTeam RTC> TeamRockwellweeklyAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)Ask foroutside assetsbringing upinvestmentmixCheckbeneficiariesat least 10times1VoicemailKudosRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantSubmit avalid RICreferralSubmit aNIGO toIGO task(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerReceivea WOW!AlertUNRunder5:00 minsweeklyCalldocumentevery callduring theweekTeam metgoal under12:00 AHTweeklyReceive anunsolicitedVM fromparticipant(s)Send aRII to aparticipant(PIN)Today ILearnedCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCompleted2 differentStretches atyour deskRTC2.50%weeklyACWunder1:15weeklyTeam RTC> TeamRockwellweeklyAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)Ask foroutside assetsbringing upinvestmentmixCheckbeneficiariesat least 10times1VoicemailKudosRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantSubmit avalid RICreferralSubmit aNIGO toIGO task(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomer

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