Today ILearnedF9 NCCRetirementIncomePlanningdocumentAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTweeklyComplete afollow-up callto aparticipant(PIN)TeamVOC>Team ClarkWeeklyReceivea WOW!AlertCall NSLwith a #validquestion(PIN)ACWunder1:15weeklyTeam metgoal above2.50% RTCweeklyAsk aboutoutsideassets 5times duringthe day (PIN)UNRunder5:00 minsweeklyCheckBeneficiariesat least 10times duringthe dayRespond to achat/questionfrom acolleagueAsk foroutsideassetsduringenrollmentSubmit avalid RICReferralSubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklyReceive anunsolicitedVM fromparticipantSubmit Non-ERISAForm(BlueNCC Button)for customerComplete 2differentstretches atyour deskToday IlearnedSchedule anadvicesession fora participantCallDocumentevery callduring theweekToday ILearnedF9 NCCRetirementIncomePlanningdocumentAsk aboutoutside assetsbringing upinvestmentmixTeam metgoal under12:00 AHTweeklyComplete afollow-up callto aparticipant(PIN)TeamVOC>Team ClarkWeeklyReceivea WOW!AlertCall NSLwith a #validquestion(PIN)ACWunder1:15weeklyTeam metgoal above2.50% RTCweeklyAsk aboutoutsideassets 5times duringthe day (PIN)UNRunder5:00 minsweeklyCheckBeneficiariesat least 10times duringthe dayRespond to achat/questionfrom acolleagueAsk foroutsideassetsduringenrollmentSubmit avalid RICReferralSubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklyReceive anunsolicitedVM fromparticipantSubmit Non-ERISAForm(BlueNCC Button)for customerComplete 2differentstretches atyour deskToday IlearnedSchedule anadvicesession fora participantCallDocumentevery callduring theweek

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