Ask aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTweeklyCallDocumentevery callduring theweekTeamVOC>Team ClarkWeeklyComplete 2differentstretches atyour deskToday ILearnedCheckBeneficiariesat least 10times duringthe dayReceivea WOW!AlertComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromparticipantTeam RTC>TeamRockwellweeklySubmit avalid RICReferralRespond to achat/questionfrom acolleagueCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncomePlanningdocumentSubmit Non-ERISAForm(BlueNCC Button)for customerAsk foroutsideassetsduringenrollmentSubmit aNIGO toIGO TaskTeam metgoal above2.50% RTCweeklyToday IlearnedACWunder1:15weeklySchedule anadvicesession fora participantAsk aboutoutsideassets 5times duringthe day (PIN)UNRunder5:00 minsweeklyAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTweeklyCallDocumentevery callduring theweekTeamVOC>Team ClarkWeeklyComplete 2differentstretches atyour deskToday ILearnedCheckBeneficiariesat least 10times duringthe dayReceivea WOW!AlertComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromparticipantTeam RTC>TeamRockwellweeklySubmit avalid RICReferralRespond to achat/questionfrom acolleagueCall NSLwith a #validquestion(PIN)F9 NCCRetirementIncomePlanningdocumentSubmit Non-ERISAForm(BlueNCC Button)for customerAsk foroutsideassetsduringenrollmentSubmit aNIGO toIGO TaskTeam metgoal above2.50% RTCweeklyToday IlearnedACWunder1:15weeklySchedule anadvicesession fora participantAsk aboutoutsideassets 5times duringthe day (PIN)UNRunder5:00 minsweekly

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