Today ILearnedCompleted2 differentStretches atyour deskRTC2.50%weeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerCall NSLwith a #validquestion(PIN)Submit aNIGO toIGO task(PIN)Complete afollow-up callto aparticipant(PIN)Team RTC> TeamRockwellweeklyF9 NCCRetirementIncome Planningdocument 3times during adayRespond to achat/questionfrom acolleagueSubmit avalid RICreferralSchedule anadvicesession fora participantAsk foroutsideassetsduring anRMD call1VoicemailKudosCalldocumentevery callduring theweekTeam metgoal under12:00 AHTweeklySend aRII to aparticipant(PIN)Receive anunsolicitedVM fromparticipant(s)ACWunder1:15weeklyCheckbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe day (PIN)Ask foroutside assetsbringing upinvestmentmixReceivea WOW!AlertUNRunder5:00 minsweeklyToday ILearnedCompleted2 differentStretches atyour deskRTC2.50%weeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerCall NSLwith a #validquestion(PIN)Submit aNIGO toIGO task(PIN)Complete afollow-up callto aparticipant(PIN)Team RTC> TeamRockwellweeklyF9 NCCRetirementIncome Planningdocument 3times during adayRespond to achat/questionfrom acolleagueSubmit avalid RICreferralSchedule anadvicesession fora participantAsk foroutsideassetsduring anRMD call1VoicemailKudosCalldocumentevery callduring theweekTeam metgoal under12:00 AHTweeklySend aRII to aparticipant(PIN)Receive anunsolicitedVM fromparticipant(s)ACWunder1:15weeklyCheckbeneficiariesat least 10timesAsk aboutOutsideAssets 5Times duringthe day (PIN)Ask foroutside assetsbringing upinvestmentmixReceivea WOW!AlertUNRunder5:00 minsweekly

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