Call NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)Submit aNIGO toIGO task(PIN)Today ILearnedSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerACWunder1:15weeklyTeam metgoal under12:00 AHTweeklyF9 NCCRetirementIncome Planningdocument 3times during adayCheckbeneficiariesat least 10timesTeam RTC> TeamRockwellweeklyAsk foroutside assetsbringing upinvestmentmixCalldocumentevery callduring theweekSubmit avalid RICreferralAsk foroutsideassetsduring anRMD callReceive anunsolicitedVM fromparticipant(s)UNRunder5:00 minsweeklySchedule anadvicesession fora participantCompleted2 differentStretches atyour deskSend aRII to aparticipant(PIN)Respond to achat/questionfrom acolleagueRTC2.50%weeklyReceivea WOW!Alert1VoicemailKudosCall NSLwith a #validquestion(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)Submit aNIGO toIGO task(PIN)Today ILearnedSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerACWunder1:15weeklyTeam metgoal under12:00 AHTweeklyF9 NCCRetirementIncome Planningdocument 3times during adayCheckbeneficiariesat least 10timesTeam RTC> TeamRockwellweeklyAsk foroutside assetsbringing upinvestmentmixCalldocumentevery callduring theweekSubmit avalid RICreferralAsk foroutsideassetsduring anRMD callReceive anunsolicitedVM fromparticipant(s)UNRunder5:00 minsweeklySchedule anadvicesession fora participantCompleted2 differentStretches atyour deskSend aRII to aparticipant(PIN)Respond to achat/questionfrom acolleagueRTC2.50%weeklyReceivea WOW!Alert1VoicemailKudos

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