Schedule anadvicesession fora participantCompleted2 differentStretches atyour deskSubmit aNIGO toIGO task(PIN)UNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCheckbeneficiariesat least 10timesToday ILearnedRespond to achat/questionfrom acolleagueCalldocumentevery callduring theweekCall NSLwith a #validquestion(PIN)ACWunder1:15weeklySubmit avalid RICreferralAsk foroutside assetsbringing upinvestmentmixSend aRII to aparticipant(PIN)Ask foroutsideassetsduring anRMD callComplete afollow-up callto aparticipant(PIN)Team metgoal under12:00 AHTweeklyReceivea WOW!AlertRTC2.50%weeklyReceive anunsolicitedVM fromparticipant(s)1VoicemailKudosTeam RTC> TeamRockwellweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSchedule anadvicesession fora participantCompleted2 differentStretches atyour deskSubmit aNIGO toIGO task(PIN)UNRunder5:00 minsweeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)F9 NCCRetirementIncome Planningdocument 3times during adayCheckbeneficiariesat least 10timesToday ILearnedRespond to achat/questionfrom acolleagueCalldocumentevery callduring theweekCall NSLwith a #validquestion(PIN)ACWunder1:15weeklySubmit avalid RICreferralAsk foroutside assetsbringing upinvestmentmixSend aRII to aparticipant(PIN)Ask foroutsideassetsduring anRMD callComplete afollow-up callto aparticipant(PIN)Team metgoal under12:00 AHTweeklyReceivea WOW!AlertRTC2.50%weeklyReceive anunsolicitedVM fromparticipant(s)1VoicemailKudosTeam RTC> TeamRockwellweeklySubmitted 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
G
2
O
3
I
4
I
5
I
6
N
7
N
8
B
9
B
10
G
11
I
12
B
13
G
14
B
15
N
16
O
17
B
18
N
19
O
20
O
21
G
22
I
23
G
24
O
  1. G-Schedule an advice session for a participant
  2. O-Completed 2 different Stretches at your desk
  3. I-Submit a NIGO to IGO task (PIN)
  4. I-UNR under 5:00 mins weekly
  5. I-Ask about Outside Assets 5 Times during the day (PIN)
  6. N-F9 NCC Retirement Income Planning document 3 times during a day
  7. N-Check beneficiaries at least 10 times
  8. B-Today I Learned
  9. B-Respond to a chat/question from a colleague
  10. G-Call document every call during the week
  11. I-Call NSL with a #valid question (PIN)
  12. B-ACW under 1:15 weekly
  13. G-Submit a valid RIC referral
  14. B-Ask for outside assets bringing up investment mix
  15. N-Send a RII to a participant (PIN)
  16. O-Ask for outside assets during an RMD call
  17. B-Complete a follow-up call to a participant (PIN)
  18. N-Team met goal under 12:00 AHT weekly
  19. O-Receive a WOW! Alert
  20. O-RTC 2.50% weekly
  21. G-Receive an unsolicited VM from participant(s)
  22. I-1 Voicemail Kudos
  23. G-Team RTC > Team Rockwell weekly
  24. O-Submitted Non-ERISA form(Blue NCC button) to processing for customer