F9 NCCRetirementIncome Planningdocument 3times during adaySend aRII to aparticipant(PIN)1VoicemailKudosRespond to achat/questionfrom acolleagueACWunder1:15weeklyAsk foroutsideassetsduring anRMD callSubmit avalid RICreferralSubmit aNIGO toIGO task(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Calldocumentevery callduring theweekTeam metgoal under12:00 AHTweeklyTeam RTC> TeamRockwellweeklyAsk foroutside assetsbringing upinvestmentmixReceive anunsolicitedVM fromparticipant(s)Checkbeneficiariesat least 10timesSchedule anadvicesession fora participantCompleted2 differentStretches atyour deskRTC2.50%weeklyToday ILearnedReceivea WOW!AlertUNRunder5:00 minsweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerF9 NCCRetirementIncome Planningdocument 3times during adaySend aRII to aparticipant(PIN)1VoicemailKudosRespond to achat/questionfrom acolleagueACWunder1:15weeklyAsk foroutsideassetsduring anRMD callSubmit avalid RICreferralSubmit aNIGO toIGO task(PIN)Ask aboutOutsideAssets 5Times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Calldocumentevery callduring theweekTeam metgoal under12:00 AHTweeklyTeam RTC> TeamRockwellweeklyAsk foroutside assetsbringing upinvestmentmixReceive anunsolicitedVM fromparticipant(s)Checkbeneficiariesat least 10timesSchedule anadvicesession fora participantCompleted2 differentStretches atyour deskRTC2.50%weeklyToday ILearnedReceivea WOW!AlertUNRunder5:00 minsweeklySubmitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomer

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