Calldocumentevery callduring theweekToday ILearnedF9 NCCRetirementIncome Planningdocument 3times during adayTeam RTC> TeamRockwellweeklySchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)Completed2 differentStretches atyour deskRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromparticipant(s)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyACWunder1:15weeklyRTC2.50%weeklyCheckbeneficiariesat least 10timesSubmit aNIGO toIGO task(PIN)Receivea WOW!AlertSend aRII to aparticipant(PIN)1VoicemailKudosSubmit avalid RICreferralTeam metgoal under12:00 AHTweeklyAsk foroutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)Calldocumentevery callduring theweekToday ILearnedF9 NCCRetirementIncome Planningdocument 3times during adayTeam RTC> TeamRockwellweeklySchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)Completed2 differentStretches atyour deskRespond to achat/questionfrom acolleagueReceive anunsolicitedVM fromparticipant(s)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyACWunder1:15weeklyRTC2.50%weeklyCheckbeneficiariesat least 10timesSubmit aNIGO toIGO task(PIN)Receivea WOW!AlertSend aRII to aparticipant(PIN)1VoicemailKudosSubmit avalid RICreferralTeam metgoal under12:00 AHTweeklyAsk foroutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(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
G
2
B
3
N
4
G
5
G
6
I
7
O
8
B
9
G
10
O
11
O
12
I
13
I
14
B
15
O
16
N
17
I
18
O
19
N
20
I
21
G
22
N
23
B
24
B
  1. G-Call document every call during the week
  2. B-Today I Learned
  3. N-F9 NCC Retirement Income Planning document 3 times during a day
  4. G-Team RTC > Team Rockwell weekly
  5. G-Schedule an advice session for a participant
  6. I-Call NSL with a #valid question (PIN)
  7. O-Completed 2 different Stretches at your desk
  8. B-Respond to a chat/question from a colleague
  9. G-Receive an unsolicited VM from participant(s)
  10. O-Submitted Non-ERISA form(Blue NCC button) to processing for customer
  11. O-Ask for outside assets during an RMD call
  12. I-Ask about Outside Assets 5 Times during the day (PIN)
  13. I-UNR under 5:00 mins weekly
  14. B-ACW under 1:15 weekly
  15. O-RTC 2.50% weekly
  16. N-Check beneficiaries at least 10 times
  17. I-Submit a NIGO to IGO task (PIN)
  18. O-Receive a WOW! Alert
  19. N-Send a RII to a participant (PIN)
  20. I-1 Voicemail Kudos
  21. G-Submit a valid RIC referral
  22. N-Team met goal under 12:00 AHT weekly
  23. B-Ask for outside assets bringing up investment mix
  24. B-Complete a follow-up call to a participant (PIN)