Receivea WOW!AlertSubmit aNIGO toIGO TaskTeam metgoal above2.50% RTCweeklyComplete 2differentstretches atyour deskAsk aboutoutsideassets 5times duringthe day (PIN)CallDocumentevery callduring theweekSubmit Non-ERISAForm(BlueNCC Button)for customerRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantReceive anunsolicitedVM fromparticipantTeam RTC>TeamRockwellweeklySubmit avalid RICReferralF9 NCCRetirementIncomePlanningdocumentToday IlearnedTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyACWunder1:15weeklyToday ILearnedCheckBeneficiariesat least 10times duringthe dayAsk aboutoutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)Ask foroutsideassetsduringenrollmentCall NSLwith a #validquestion(PIN)Receivea WOW!AlertSubmit aNIGO toIGO TaskTeam metgoal above2.50% RTCweeklyComplete 2differentstretches atyour deskAsk aboutoutsideassets 5times duringthe day (PIN)CallDocumentevery callduring theweekSubmit Non-ERISAForm(BlueNCC Button)for customerRespond to achat/questionfrom acolleagueSchedule anadvicesession fora participantReceive anunsolicitedVM fromparticipantTeam RTC>TeamRockwellweeklySubmit avalid RICReferralF9 NCCRetirementIncomePlanningdocumentToday IlearnedTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyACWunder1:15weeklyToday ILearnedCheckBeneficiariesat least 10times duringthe dayAsk aboutoutside assetsbringing upinvestmentmixComplete afollow-up callto aparticipant(PIN)Ask foroutsideassetsduringenrollmentCall NSLwith a #validquestion(PIN)

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