Ask foroutsideassetsduringenrollmentReceive anunsolicitedVM fromparticipantReceivea WOW!AlertTeam metgoal above2.50% RTCweeklyUNRunder5:00 minsweeklyACWunder1:15weeklyAsk aboutoutsideassets 5times duringthe day (PIN)Submit aNIGO toIGO TaskAsk aboutoutside assetsbringing upinvestmentmixCheckBeneficiariesat least 10times duringthe dayComplete afollow-up callto aparticipant(PIN)TeamVOC>Team ClarkWeeklyRespond to achat/questionfrom acolleagueCallDocumentevery callduring theweekToday ILearnedComplete 2differentstretches atyour deskSubmit Non-ERISAForm(BlueNCC Button)for customerToday IlearnedTeam metgoal under12:00 AHTweeklySchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)Submit avalid RICReferralTeam RTC>TeamRockwellweeklyF9 NCCRetirementIncomePlanningdocumentAsk foroutsideassetsduringenrollmentReceive anunsolicitedVM fromparticipantReceivea WOW!AlertTeam metgoal above2.50% RTCweeklyUNRunder5:00 minsweeklyACWunder1:15weeklyAsk aboutoutsideassets 5times duringthe day (PIN)Submit aNIGO toIGO TaskAsk aboutoutside assetsbringing upinvestmentmixCheckBeneficiariesat least 10times duringthe dayComplete afollow-up callto aparticipant(PIN)TeamVOC>Team ClarkWeeklyRespond to achat/questionfrom acolleagueCallDocumentevery callduring theweekToday ILearnedComplete 2differentstretches atyour deskSubmit Non-ERISAForm(BlueNCC Button)for customerToday IlearnedTeam metgoal under12:00 AHTweeklySchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)Submit avalid RICReferralTeam RTC>TeamRockwellweeklyF9 NCCRetirementIncomePlanningdocument

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