Complete afollow-up callto aparticipant(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekReceive anunsolicitedVM fromparticipant(s)Call NSLwith a #validquestion(PIN)UNRunder5:00 minsweeklyTeam metgoal under12:00 AHTweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerF9 NCCRetirementIncome Planningdocument 3times during adayTeam RTC> TeamRockwellweeklySubmit avalid RICreferral1VoicemailKudosSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueAsk foroutside assetsbringing upinvestmentmixReceivea WOW!AlertSubmit aNIGO toIGO task(PIN)Today ILearnedCompleted2 differentStretches atyour deskSend aRII to aparticipant(PIN)RTC2.50%weeklyAsk foroutsideassetsduring anRMD callACWunder1:15weeklyCheckbeneficiariesat least 10timesComplete afollow-up callto aparticipant(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekReceive anunsolicitedVM fromparticipant(s)Call NSLwith a #validquestion(PIN)UNRunder5:00 minsweeklyTeam metgoal under12:00 AHTweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerF9 NCCRetirementIncome Planningdocument 3times during adayTeam RTC> TeamRockwellweeklySubmit avalid RICreferral1VoicemailKudosSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueAsk foroutside assetsbringing upinvestmentmixReceivea WOW!AlertSubmit aNIGO toIGO task(PIN)Today ILearnedCompleted2 differentStretches atyour deskSend aRII to aparticipant(PIN)RTC2.50%weeklyAsk foroutsideassetsduring anRMD callACWunder1:15weeklyCheckbeneficiariesat least 10times

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