Team metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueTeam metgoal under12:00 AHTweeklyReceive anunsolicitedVM fromparticipantUNRunder5:00 minsweeklyCallDocumentevery callduring theweekTeamVOC>Team ClarkWeeklyACWunder1:15weeklyTeam RTC>TeamRockwellweeklyF9 NCCRetirementIncomePlanningdocumentCheckBeneficiariesat least 10times duringthe dayToday IlearnedCall NSLwith a #validquestion(PIN)Submit Non-ERISAForm(BlueNCC Button)for customerAsk aboutoutside assetsbringing upinvestmentmixToday ILearnedAsk aboutoutsideassets 5times duringthe day (PIN)Receivea WOW!AlertSubmit aNIGO toIGO TaskComplete 2differentstretches atyour deskSchedule anadvicesession fora participantComplete afollow-up callto aparticipant(PIN)Ask foroutsideassetsduringenrollmentSubmit avalid RICReferralTeam metgoal above2.50% RTCweeklyRespond to achat/questionfrom acolleagueTeam metgoal under12:00 AHTweeklyReceive anunsolicitedVM fromparticipantUNRunder5:00 minsweeklyCallDocumentevery callduring theweekTeamVOC>Team ClarkWeeklyACWunder1:15weeklyTeam RTC>TeamRockwellweeklyF9 NCCRetirementIncomePlanningdocumentCheckBeneficiariesat least 10times duringthe dayToday IlearnedCall NSLwith a #validquestion(PIN)Submit Non-ERISAForm(BlueNCC Button)for customerAsk aboutoutside assetsbringing upinvestmentmixToday ILearnedAsk aboutoutsideassets 5times duringthe day (PIN)Receivea WOW!AlertSubmit aNIGO toIGO TaskComplete 2differentstretches atyour deskSchedule anadvicesession fora participantComplete afollow-up callto aparticipant(PIN)Ask foroutsideassetsduringenrollmentSubmit avalid RICReferral

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