Ask foroutsideassetsduringenrollmentSubmit avalid RICReferralCheckBeneficiariesat least 10times duringthe daySubmit aNIGO toIGO TaskAsk aboutoutside assetsbringing upinvestmentmixTeam RTC>TeamRockwellweeklyToday ILearnedComplete 2differentstretches atyour deskReceivea WOW!AlertSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyAsk aboutoutsideassets 5times duringthe day (PIN)Call NSLwith a #validquestion(PIN)Team metgoal above2.50% RTCweeklyCallDocumentevery callduring theweekToday IlearnedTeamVOC>Team ClarkWeeklyF9 NCCRetirementIncomePlanningdocumentACWunder1:15weeklyTeam metgoal under12:00 AHTweeklyComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromparticipantSubmit Non-ERISAForm(BlueNCC Button)for customerAsk foroutsideassetsduringenrollmentSubmit avalid RICReferralCheckBeneficiariesat least 10times duringthe daySubmit aNIGO toIGO TaskAsk aboutoutside assetsbringing upinvestmentmixTeam RTC>TeamRockwellweeklyToday ILearnedComplete 2differentstretches atyour deskReceivea WOW!AlertSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueUNRunder5:00 minsweeklyAsk aboutoutsideassets 5times duringthe day (PIN)Call NSLwith a #validquestion(PIN)Team metgoal above2.50% RTCweeklyCallDocumentevery callduring theweekToday IlearnedTeamVOC>Team ClarkWeeklyF9 NCCRetirementIncomePlanningdocumentACWunder1:15weeklyTeam metgoal under12:00 AHTweeklyComplete afollow-up callto aparticipant(PIN)Receive anunsolicitedVM fromparticipantSubmit Non-ERISAForm(BlueNCC Button)for customer

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