F9 NCCRetirementIncome Planningdocument 3times during adayToday ILearnedAsk foroutsideassetsduring anRMD callSend aRII to aparticipant(PIN)Checkbeneficiariesat least 10timesTeam RTC> TeamRockwellweeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueTeam metgoal under12:00 AHTweeklySubmit aNIGO toIGO task(PIN)Receive anunsolicitedVM fromparticipant(s)Schedule anadvicesession fora participantCalldocumentevery callduring theweekComplete afollow-up callto aparticipant(PIN)1VoicemailKudosACWunder1:15weeklyUNRunder5:00 minsweeklyCompleted2 differentStretches atyour deskReceivea WOW!AlertRTC2.50%weeklyCall NSLwith a #validquestion(PIN)Submit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayToday ILearnedAsk foroutsideassetsduring anRMD callSend aRII to aparticipant(PIN)Checkbeneficiariesat least 10timesTeam RTC> TeamRockwellweeklyAsk aboutOutsideAssets 5Times duringthe day (PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerAsk foroutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueTeam metgoal under12:00 AHTweeklySubmit aNIGO toIGO task(PIN)Receive anunsolicitedVM fromparticipant(s)Schedule anadvicesession fora participantCalldocumentevery callduring theweekComplete afollow-up callto aparticipant(PIN)1VoicemailKudosACWunder1:15weeklyUNRunder5:00 minsweeklyCompleted2 differentStretches atyour deskReceivea WOW!AlertRTC2.50%weeklyCall NSLwith a #validquestion(PIN)Submit avalid RICreferral

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