TeamVOC>Team ClarkWeeklyReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Ask aboutoutsideassets 5times duringthe day (PIN)Schedule anadvicesession fora participantToday ILearnedCallDocumentevery callduring theweekF9 NCCRetirementIncomePlanningdocumentSubmit aNIGO toIGO TaskTeam metgoal above2.50% RTCweeklyToday IlearnedComplete 2differentstretches atyour deskReceive anunsolicitedVM fromparticipantRespond to achat/questionfrom acolleagueAsk foroutsideassetsduringenrollmentSubmit Non-ERISAForm(BlueNCC Button)for customerComplete afollow-up callto aparticipant(PIN)Team RTC>TeamRockwellweeklySubmit avalid RICReferralTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklyCheckBeneficiariesat least 10times duringthe dayACWunder1:15weeklyAsk aboutoutside assetsbringing upinvestmentmixTeamVOC>Team ClarkWeeklyReceivea WOW!AlertCall NSLwith a #validquestion(PIN)Ask aboutoutsideassets 5times duringthe day (PIN)Schedule anadvicesession fora participantToday ILearnedCallDocumentevery callduring theweekF9 NCCRetirementIncomePlanningdocumentSubmit aNIGO toIGO TaskTeam metgoal above2.50% RTCweeklyToday IlearnedComplete 2differentstretches atyour deskReceive anunsolicitedVM fromparticipantRespond to achat/questionfrom acolleagueAsk foroutsideassetsduringenrollmentSubmit Non-ERISAForm(BlueNCC Button)for customerComplete afollow-up callto aparticipant(PIN)Team RTC>TeamRockwellweeklySubmit avalid RICReferralTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklyCheckBeneficiariesat least 10times duringthe dayACWunder1:15weeklyAsk aboutoutside assetsbringing upinvestmentmix

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