UNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyReceivea WOW!AlertSubmit aNIGO toIGO TaskAsk foroutsideassetsduringenrollmentTeam metgoal under12:00 AHTweeklyCallDocumentevery callduring theweekCheckBeneficiariesat least 10times duringthe dayTeam RTC>TeamRockwellweeklyF9 NCCRetirementIncomePlanningdocumentSubmit avalid RICReferralTeam metgoal above2.50% RTCweeklyACWunder1:15weeklyComplete 2differentstretches atyour deskToday ILearnedComplete afollow-up callto aparticipant(PIN)Ask aboutoutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueToday IlearnedReceive anunsolicitedVM fromparticipantAsk aboutoutsideassets 5times duringthe day (PIN)Submit Non-ERISAForm(BlueNCC Button)for customerSchedule anadvicesession fora participantCall NSLwith a #validquestion(PIN)UNRunder5:00 minsweeklyTeamVOC>Team ClarkWeeklyReceivea WOW!AlertSubmit aNIGO toIGO TaskAsk foroutsideassetsduringenrollmentTeam metgoal under12:00 AHTweeklyCallDocumentevery callduring theweekCheckBeneficiariesat least 10times duringthe dayTeam RTC>TeamRockwellweeklyF9 NCCRetirementIncomePlanningdocumentSubmit avalid RICReferralTeam metgoal above2.50% RTCweeklyACWunder1:15weeklyComplete 2differentstretches atyour deskToday ILearnedComplete afollow-up callto aparticipant(PIN)Ask aboutoutside assetsbringing upinvestmentmixRespond to achat/questionfrom acolleagueToday IlearnedReceive anunsolicitedVM fromparticipantAsk aboutoutsideassets 5times duringthe day (PIN)Submit Non-ERISAForm(BlueNCC Button)for customerSchedule anadvicesession fora participantCall 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
G
2
G
3
I
4
O
5
B
6
I
7
N
8
N
9
N
10
B
11
B
12
O
13
B
14
N
15
I
16
G
17
G
18
I
19
O
20
B
21
O
22
O
23
G
24
I
  1. G-UNR under 5:00 mins weekly
  2. G-Team VOC> Team Clark Weekly
  3. I-Receive a WOW! Alert
  4. O-Submit a NIGO to IGO Task
  5. B-Ask for outside assets during enrollment
  6. I-Team met goal under 12:00 AHT weekly
  7. N-Call Document every call during the week
  8. N-Check Beneficiaries at least 10 times during the day
  9. N-Team RTC> Team Rockwell weekly
  10. B-F9 NCC Retirement Income Planning document
  11. B-Submit a valid RIC Referral
  12. O-Team met goal above 2.50% RTC weekly
  13. B-ACW under 1:15 weekly
  14. N-Complete 2 different stretches at your desk
  15. I-Today I Learned
  16. G-Complete a follow-up call to a participant (PIN)
  17. G-Ask about outside assets bringing up investment mix
  18. I-Respond to a chat/question from a colleague
  19. O-Today I learned
  20. B-Receive an unsolicited VM from participant
  21. O-Ask about outside assets 5 times during the day (PIN)
  22. O-Submit Non-ERISA Form(Blue NCC Button) for customer
  23. G-Schedule an advice session for a participant
  24. I-Call NSL with a #valid question (PIN)