Respond to achat/questionfrom acolleagueSubmit aNIGO toIGO task(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayUNRunder5:00 minsweeklyRTC2.50%weeklyCompleted2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)Today ILearnedComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerTeam RTC> TeamRockwellweeklySubmit avalid RICreferralTeam metgoal under12:00 AHTweeklySchedule anadvicesession fora participantCheckbeneficiariesat least 10times1VoicemailKudosAsk foroutside assetsbringing upinvestmentmixReceive anunsolicitedVM fromparticipant(s)Send aRII to aparticipant(PIN)Calldocumentevery callduring theweekReceivea WOW!AlertACWunder1:15weeklyRespond to achat/questionfrom acolleagueSubmit aNIGO toIGO task(PIN)F9 NCCRetirementIncome Planningdocument 3times during adayUNRunder5:00 minsweeklyRTC2.50%weeklyCompleted2 differentStretches atyour deskAsk foroutsideassetsduring anRMD callAsk aboutOutsideAssets 5Times duringthe day (PIN)Today ILearnedComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Submitted Non-ERISAform(Blue NCCbutton) toprocessing forcustomerTeam RTC> TeamRockwellweeklySubmit avalid RICreferralTeam metgoal under12:00 AHTweeklySchedule anadvicesession fora participantCheckbeneficiariesat least 10times1VoicemailKudosAsk foroutside assetsbringing upinvestmentmixReceive anunsolicitedVM fromparticipant(s)Send aRII to aparticipant(PIN)Calldocumentevery callduring theweekReceivea WOW!AlertACWunder1:15weekly

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