1VoicemailKudosAsk aboutOutsideAssets 5Times duringthe day (PIN)Send aRII to aparticipant(PIN)Submit aNIGO toIGO task(PIN)UNRunder5:00 minsweeklyReceive anunsolicitedVM fromparticipant(s)Checkbeneficiariesat least 10timesComplete afollow-up callto aparticipant(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerCompleted2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callAsk foroutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueRTC2.50%weeklyToday ILearnedTeam metgoal under12:00 AHTweeklyCalldocumentevery callduring theweekSubmit avalid RICreferralReceivea WOW!AlertTeam RTC> TeamRockwellweeklySchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)ACWunder1:15weeklyF9 NCCRetirementIncome Planningdocument 3times during aday1VoicemailKudosAsk aboutOutsideAssets 5Times duringthe day (PIN)Send aRII to aparticipant(PIN)Submit aNIGO toIGO task(PIN)UNRunder5:00 minsweeklyReceive anunsolicitedVM fromparticipant(s)Checkbeneficiariesat least 10timesComplete afollow-up callto aparticipant(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerCompleted2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callAsk foroutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueRTC2.50%weeklyToday ILearnedTeam metgoal under12:00 AHTweeklyCalldocumentevery callduring theweekSubmit avalid RICreferralReceivea WOW!AlertTeam RTC> TeamRockwellweeklySchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)ACWunder1:15weeklyF9 NCCRetirementIncome Planningdocument 3times during aday

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