CheckBeneficiariesat least 10times duringthe dayReceivea WOW!AlertSubmit avalid RICReferralRespond to achat/questionfrom acolleagueACWunder1:15weeklySchedule anadvicesession fora participantCallDocumentevery callduring theweekAsk foroutsideassetsduringenrollmentReceive anunsolicitedVM fromparticipantF9 NCCRetirementIncomePlanningdocumentSubmit Non-ERISAForm(BlueNCC Button)for customerTeamVOC>Team ClarkWeeklyTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklySubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklyToday IlearnedCall NSLwith a #validquestion(PIN)Ask aboutoutside assetsbringing upinvestmentmixTeam metgoal above2.50% RTCweeklyToday ILearnedComplete afollow-up callto aparticipant(PIN)Complete 2differentstretches atyour deskAsk aboutoutsideassets 5times duringthe day (PIN)CheckBeneficiariesat least 10times duringthe dayReceivea WOW!AlertSubmit avalid RICReferralRespond to achat/questionfrom acolleagueACWunder1:15weeklySchedule anadvicesession fora participantCallDocumentevery callduring theweekAsk foroutsideassetsduringenrollmentReceive anunsolicitedVM fromparticipantF9 NCCRetirementIncomePlanningdocumentSubmit Non-ERISAForm(BlueNCC Button)for customerTeamVOC>Team ClarkWeeklyTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklySubmit aNIGO toIGO TaskTeam RTC>TeamRockwellweeklyToday IlearnedCall NSLwith a #validquestion(PIN)Ask aboutoutside assetsbringing upinvestmentmixTeam metgoal above2.50% RTCweeklyToday ILearnedComplete afollow-up callto aparticipant(PIN)Complete 2differentstretches atyour deskAsk aboutoutsideassets 5times duringthe day (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
N
2
I
3
B
4
I
5
B
6
G
7
N
8
B
9
B
10
B
11
O
12
G
13
I
14
G
15
O
16
N
17
O
18
I
19
G
20
O
21
I
22
G
23
N
24
O
  1. N-Check Beneficiaries at least 10 times during the day
  2. I-Receive a WOW! Alert
  3. B-Submit a valid RIC Referral
  4. I-Respond to a chat/question from a colleague
  5. B-ACW under 1:15 weekly
  6. G-Schedule an advice session for a participant
  7. N-Call Document every call during the week
  8. B-Ask for outside assets during enrollment
  9. B-Receive an unsolicited VM from participant
  10. B-F9 NCC Retirement Income Planning document
  11. O-Submit Non-ERISA Form(Blue NCC Button) for customer
  12. G-Team VOC> Team Clark Weekly
  13. I-Team met goal under 12:00 AHT weekly
  14. G-UNR under 5:00 mins weekly
  15. O-Submit a NIGO to IGO Task
  16. N-Team RTC> Team Rockwell weekly
  17. O-Today I learned
  18. I-Call NSL with a #valid question (PIN)
  19. G-Ask about outside assets bringing up investment mix
  20. O-Team met goal above 2.50% RTC weekly
  21. I-Today I Learned
  22. G-Complete a follow-up call to a participant (PIN)
  23. N-Complete 2 different stretches at your desk
  24. O-Ask about outside assets 5 times during the day (PIN)