Calldocumentevery callduring theweekRTC2.50%weeklySubmit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayReceive anunsolicitedVM fromparticipant(s)1VoicemailKudosCheckbeneficiariesat least 10timesTeam RTC> TeamRockwellweeklyComplete afollow-up callto aparticipant(PIN)Today ILearnedACWunder1:15weeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSubmit aNIGO toIGO task(PIN)Completed2 differentStretches atyour deskAsk foroutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTweeklySend aRII to aparticipant(PIN)Receivea WOW!AlertCall NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantAsk aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyAsk foroutsideassetsduring anRMD callRespond to achat/questionfrom acolleagueCalldocumentevery callduring theweekRTC2.50%weeklySubmit avalid RICreferralF9 NCCRetirementIncome Planningdocument 3times during adayReceive anunsolicitedVM fromparticipant(s)1VoicemailKudosCheckbeneficiariesat least 10timesTeam RTC> TeamRockwellweeklyComplete afollow-up callto aparticipant(PIN)Today ILearnedACWunder1:15weeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerSubmit aNIGO toIGO task(PIN)Completed2 differentStretches atyour deskAsk foroutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTweeklySend aRII to aparticipant(PIN)Receivea WOW!AlertCall NSLwith a #validquestion(PIN)Schedule anadvicesession fora participantAsk aboutOutsideAssets 5Times duringthe day (PIN)UNRunder5:00 minsweeklyAsk foroutsideassetsduring anRMD callRespond to achat/questionfrom acolleague

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