F9 NCCRetirementIncomePlanningdocumentCall NSLwith a #validquestion(PIN)Complete 2differentstretches atyour deskTeamVOC>Team ClarkWeeklyAsk aboutoutside assetsbringing upinvestmentmixSchedule anadvicesession fora participantReceivea WOW!AlertTeam metgoal under12:00 AHTweeklyToday IlearnedAsk aboutoutsideassets 5times duringthe day (PIN)Submit aNIGO toIGO TaskCallDocumentevery callduring theweekSubmit Non-ERISAForm(BlueNCC Button)for customerTeam RTC>TeamRockwellweeklyACWunder1:15weeklyUNRunder5:00 minsweeklyAsk foroutsideassetsduringenrollmentRespond to achat/questionfrom acolleagueSubmit avalid RICReferralCheckBeneficiariesat least 10times duringthe dayReceive anunsolicitedVM fromparticipantComplete afollow-up callto aparticipant(PIN)Today ILearnedTeam metgoal above2.50% RTCweeklyF9 NCCRetirementIncomePlanningdocumentCall NSLwith a #validquestion(PIN)Complete 2differentstretches atyour deskTeamVOC>Team ClarkWeeklyAsk aboutoutside assetsbringing upinvestmentmixSchedule anadvicesession fora participantReceivea WOW!AlertTeam metgoal under12:00 AHTweeklyToday IlearnedAsk aboutoutsideassets 5times duringthe day (PIN)Submit aNIGO toIGO TaskCallDocumentevery callduring theweekSubmit Non-ERISAForm(BlueNCC Button)for customerTeam RTC>TeamRockwellweeklyACWunder1:15weeklyUNRunder5:00 minsweeklyAsk foroutsideassetsduringenrollmentRespond to achat/questionfrom acolleagueSubmit avalid RICReferralCheckBeneficiariesat least 10times duringthe dayReceive anunsolicitedVM fromparticipantComplete afollow-up callto aparticipant(PIN)Today ILearnedTeam metgoal above2.50% RTCweekly

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