Submit avalid RICReferralACWunder1:15weeklyTeam metgoal under12:00 AHTweeklyCallDocumentevery callduring theweekTeam metgoal above2.50% RTCweeklyUNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyReceive anunsolicitedVM fromparticipantAsk aboutoutside assetsbringing upinvestmentmixAsk aboutoutsideassets 5times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncomePlanningdocumentCall NSLwith a #validquestion(PIN)Ask foroutsideassetsduringenrollmentToday ILearnedSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueCheckBeneficiariesat least 10times duringthe dayComplete 2differentstretches atyour deskToday IlearnedReceivea WOW!AlertSubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklySubmit Non-ERISAForm(BlueNCC Button)for customerSubmit avalid RICReferralACWunder1:15weeklyTeam metgoal under12:00 AHTweeklyCallDocumentevery callduring theweekTeam metgoal above2.50% RTCweeklyUNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyReceive anunsolicitedVM fromparticipantAsk aboutoutside assetsbringing upinvestmentmixAsk aboutoutsideassets 5times duringthe day (PIN)Complete afollow-up callto aparticipant(PIN)F9 NCCRetirementIncomePlanningdocumentCall NSLwith a #validquestion(PIN)Ask foroutsideassetsduringenrollmentToday ILearnedSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueCheckBeneficiariesat least 10times duringthe dayComplete 2differentstretches atyour deskToday IlearnedReceivea WOW!AlertSubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklySubmit Non-ERISAForm(BlueNCC Button)for customer

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