Complete afollow-up callto aparticipant(PIN)1VoicemailKudosAsk foroutsideassetsduring anRMD callRespond to achat/questionfrom acolleagueSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekCheckbeneficiariesat least 10timesTeam metgoal under12:00 AHTweeklySubmit avalid RICreferralSend aRII to aparticipant(PIN)Schedule anadvicesession fora participantReceive anunsolicitedVM fromparticipant(s)RTC2.50%weeklyReceivea WOW!AlertF9 NCCRetirementIncome Planningdocument 3times during adayACWunder1:15weeklyUNRunder5:00 minsweeklyCompleted2 differentStretches atyour deskAsk foroutside assetsbringing upinvestmentmixSubmit aNIGO toIGO task(PIN)Today ILearnedCall NSLwith a #validquestion(PIN)Team RTC> TeamRockwellweeklyComplete afollow-up callto aparticipant(PIN)1VoicemailKudosAsk foroutsideassetsduring anRMD callRespond to achat/questionfrom acolleagueSubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk aboutOutsideAssets 5Times duringthe day (PIN)Calldocumentevery callduring theweekCheckbeneficiariesat least 10timesTeam metgoal under12:00 AHTweeklySubmit avalid RICreferralSend aRII to aparticipant(PIN)Schedule anadvicesession fora participantReceive anunsolicitedVM fromparticipant(s)RTC2.50%weeklyReceivea WOW!AlertF9 NCCRetirementIncome Planningdocument 3times during adayACWunder1:15weeklyUNRunder5:00 minsweeklyCompleted2 differentStretches atyour deskAsk foroutside assetsbringing upinvestmentmixSubmit aNIGO toIGO task(PIN)Today ILearnedCall NSLwith a #validquestion(PIN)Team RTC> TeamRockwellweekly

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