Ask aboutoutside assetsbringing upinvestmentmixComplete 2differentstretches atyour deskCallDocumentevery callduring theweekReceivea WOW!AlertSubmit Non-ERISAForm(BlueNCC Button)for customerCall NSLwith a #validquestion(PIN)UNRunder5:00 minsweeklyTeam metgoal under12:00 AHTweeklySubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklyToday IlearnedF9 NCCRetirementIncomePlanningdocumentAsk aboutoutsideassets 5times duringthe day (PIN)TeamVOC>Team ClarkWeeklyReceive anunsolicitedVM fromparticipantCheckBeneficiariesat least 10times duringthe daySubmit avalid RICReferralToday ILearnedComplete afollow-up callto aparticipant(PIN)Team metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueAsk foroutsideassetsduringenrollmentACWunder1:15weeklySchedule anadvicesession fora participantAsk aboutoutside assetsbringing upinvestmentmixComplete 2differentstretches atyour deskCallDocumentevery callduring theweekReceivea WOW!AlertSubmit Non-ERISAForm(BlueNCC Button)for customerCall NSLwith a #validquestion(PIN)UNRunder5:00 minsweeklyTeam metgoal under12:00 AHTweeklySubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklyToday IlearnedF9 NCCRetirementIncomePlanningdocumentAsk aboutoutsideassets 5times duringthe day (PIN)TeamVOC>Team ClarkWeeklyReceive anunsolicitedVM fromparticipantCheckBeneficiariesat least 10times duringthe daySubmit avalid RICReferralToday ILearnedComplete afollow-up callto aparticipant(PIN)Team metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueAsk foroutsideassetsduringenrollmentACWunder1:15weeklySchedule anadvicesession fora participant

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
N
3
N
4
I
5
O
6
I
7
G
8
I
9
O
10
N
11
O
12
B
13
O
14
G
15
B
16
N
17
B
18
I
19
G
20
O
21
I
22
B
23
B
24
G
  1. G-Ask about outside assets bringing up investment mix
  2. N-Complete 2 different stretches at your desk
  3. N-Call Document every call during the week
  4. I-Receive a WOW! Alert
  5. O-Submit Non-ERISA Form(Blue NCC Button) for customer
  6. I-Call NSL with a #valid question (PIN)
  7. G-UNR under 5:00 mins weekly
  8. I-Team met goal under 12:00 AHT weekly
  9. O-Submit a NIGO to IGO Task
  10. N-Team RTC> Team Rockwell weekly
  11. O-Today I learned
  12. B-F9 NCC Retirement Income Planning document
  13. O-Ask about outside assets 5 times during the day (PIN)
  14. G-Team VOC> Team Clark Weekly
  15. B-Receive an unsolicited VM from participant
  16. N-Check Beneficiaries at least 10 times during the day
  17. B-Submit a valid RIC Referral
  18. I-Today I Learned
  19. G-Complete a follow-up call to a participant (PIN)
  20. O-Team met goal above 2.50% RTC weekly
  21. I-Respond to a chat/question from a colleague
  22. B-Ask for outside assets during enrollment
  23. B-ACW under 1:15 weekly
  24. G-Schedule an advice session for a participant