Ask aboutoutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)Team metgoal under12:00 AHTweeklyCheckBeneficiariesat least 10times duringthe dayReceivea WOW!AlertTeamVOC>Team ClarkWeeklySubmit avalid RICReferralComplete 2differentstretches atyour deskSubmit Non-ERISAForm(BlueNCC Button)for customerCallDocumentevery callduring theweekToday ILearnedAsk foroutsideassetsduringenrollmentSubmit aNIGO toIGO TaskCall NSLwith a #validquestion(PIN)ACWunder1:15weeklyAsk aboutoutsideassets 5times duringthe day (PIN)Today IlearnedF9 NCCRetirementIncomePlanningdocumentReceive anunsolicitedVM fromparticipantTeam RTC>TeamRockwellweeklySchedule anadvicesession fora participantUNRunder5:00 minsweeklyTeam metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueAsk aboutoutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)Team metgoal under12:00 AHTweeklyCheckBeneficiariesat least 10times duringthe dayReceivea WOW!AlertTeamVOC>Team ClarkWeeklySubmit avalid RICReferralComplete 2differentstretches atyour deskSubmit Non-ERISAForm(BlueNCC Button)for customerCallDocumentevery callduring theweekToday ILearnedAsk foroutsideassetsduringenrollmentSubmit aNIGO toIGO TaskCall NSLwith a #validquestion(PIN)ACWunder1:15weeklyAsk aboutoutsideassets 5times duringthe day (PIN)Today IlearnedF9 NCCRetirementIncomePlanningdocumentReceive anunsolicitedVM fromparticipantTeam RTC>TeamRockwellweeklySchedule anadvicesession fora participantUNRunder5:00 minsweeklyTeam metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleague

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