CallDocumentevery callduring theweekComplete 2differentstretches atyour deskCall NSLwith a #validquestion(PIN)Submit avalid RICReferralACWunder1:15weeklyAsk aboutoutsideassets 5times duringthe day (PIN)Ask foroutsideassetsduringenrollmentTeam metgoal above2.50% RTCweeklySubmit aNIGO toIGO TaskCheckBeneficiariesat least 10times duringthe dayToday IlearnedToday ILearnedTeamVOC>Team ClarkWeeklyTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklyReceive anunsolicitedVM fromparticipantAsk aboutoutside assetsbringing upinvestmentmixF9 NCCRetirementIncomePlanningdocumentSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)Submit Non-ERISAForm(BlueNCC Button)for customerReceivea WOW!AlertTeam RTC>TeamRockwellweeklyCallDocumentevery callduring theweekComplete 2differentstretches atyour deskCall NSLwith a #validquestion(PIN)Submit avalid RICReferralACWunder1:15weeklyAsk aboutoutsideassets 5times duringthe day (PIN)Ask foroutsideassetsduringenrollmentTeam metgoal above2.50% RTCweeklySubmit aNIGO toIGO TaskCheckBeneficiariesat least 10times duringthe dayToday IlearnedToday ILearnedTeamVOC>Team ClarkWeeklyTeam metgoal under12:00 AHTweeklyUNRunder5:00 minsweeklyReceive anunsolicitedVM fromparticipantAsk aboutoutside assetsbringing upinvestmentmixF9 NCCRetirementIncomePlanningdocumentSchedule anadvicesession fora participantRespond to achat/questionfrom acolleagueComplete afollow-up callto aparticipant(PIN)Submit Non-ERISAForm(BlueNCC Button)for customerReceivea WOW!AlertTeam RTC>TeamRockwellweekly

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