1VoicemailKudosAsk foroutsideassetsduring anRMD callReceive anunsolicitedVM fromparticipant(s)Call NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Respond to achat/questionfrom acolleagueACWunder1:15weeklySend aRII to aparticipant(PIN)Schedule anadvicesession fora participantComplete afollow-up callto aparticipant(PIN)Receivea WOW!AlertAsk foroutside assetsbringing upinvestmentmixTeam RTC> TeamRockwellweeklyTeam metgoal under12:00 AHTweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerToday ILearnedUNRunder5:00 minsweeklyCheckbeneficiariesat least 10timesSubmit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayCompleted2 differentStretches atyour deskCalldocumentevery callduring theweekRTC2.50%weeklySubmit aNIGO toIGO task(PIN)1VoicemailKudosAsk foroutsideassetsduring anRMD callReceive anunsolicitedVM fromparticipant(s)Call NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Respond to achat/questionfrom acolleagueACWunder1:15weeklySend aRII to aparticipant(PIN)Schedule anadvicesession fora participantComplete afollow-up callto aparticipant(PIN)Receivea WOW!AlertAsk foroutside assetsbringing upinvestmentmixTeam RTC> TeamRockwellweeklyTeam metgoal under12:00 AHTweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerToday ILearnedUNRunder5:00 minsweeklyCheckbeneficiariesat least 10timesSubmit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayCompleted2 differentStretches atyour deskCalldocumentevery callduring theweekRTC2.50%weeklySubmit aNIGO toIGO task(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
I
2
O
3
G
4
I
5
I
6
B
7
B
8
N
9
G
10
B
11
O
12
B
13
G
14
N
15
O
16
B
17
I
18
N
19
G
20
N
21
O
22
G
23
O
24
I
  1. I-1 Voicemail Kudos
  2. O-Ask for outside assets during an RMD call
  3. G-Receive an unsolicited VM from participant(s)
  4. I-Call NSL with a #valid question (PIN)
  5. I-Ask about Outside Assets 5 Times during the day (PIN)
  6. B-Respond to a chat/question from a colleague
  7. B-ACW under 1:15 weekly
  8. N-Send a RII to a participant (PIN)
  9. G-Schedule an advice session for a participant
  10. B-Complete a follow-up call to a participant (PIN)
  11. O-Receive a WOW! Alert
  12. B-Ask for outside assets bringing up investment mix
  13. G-Team RTC > Team Rockwell weekly
  14. N-Team met goal under 12:00 AHT weekly
  15. O-Submitted Non-ERISA form(Blue NCC button) to processing for customer
  16. B-Today I Learned
  17. I-UNR under 5:00 mins weekly
  18. N-Check beneficiaries at least 10 times
  19. G-Submit a valid RIC referral
  20. N-F9 NCC Retirement Income Planning document 3 times during a day
  21. O-Completed 2 different Stretches at your desk
  22. G-Call document every call during the week
  23. O-RTC 2.50% weekly
  24. I-Submit a NIGO to IGO task (PIN)