TeamVOC>Team ClarkWeeklyReceivea WOW!AlertAsk aboutoutsideassets 5times duringthe day (PIN)CheckBeneficiariesat least 10times duringthe dayAsk foroutsideassetsduringenrollmentAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal above2.50% RTCweeklyComplete 2differentstretches atyour deskRespond to achat/questionfrom acolleagueTeam RTC>TeamRockwellweeklyReceive anunsolicitedVM fromparticipantComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Today IlearnedACWunder1:15weeklySubmit avalid RICReferralSubmit aNIGO toIGO TaskTeam metgoal under12:00 AHTweeklySchedule anadvicesession fora participantCallDocumentevery callduring theweekToday ILearnedSubmit Non-ERISAForm(BlueNCC Button)for customerF9 NCCRetirementIncomePlanningdocumentUNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyReceivea WOW!AlertAsk aboutoutsideassets 5times duringthe day (PIN)CheckBeneficiariesat least 10times duringthe dayAsk foroutsideassetsduringenrollmentAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal above2.50% RTCweeklyComplete 2differentstretches atyour deskRespond to achat/questionfrom acolleagueTeam RTC>TeamRockwellweeklyReceive anunsolicitedVM fromparticipantComplete afollow-up callto aparticipant(PIN)Call NSLwith a #validquestion(PIN)Today IlearnedACWunder1:15weeklySubmit avalid RICReferralSubmit aNIGO toIGO TaskTeam metgoal under12:00 AHTweeklySchedule anadvicesession fora participantCallDocumentevery callduring theweekToday ILearnedSubmit Non-ERISAForm(BlueNCC Button)for customerF9 NCCRetirementIncomePlanningdocumentUNRunder5:00 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.


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