Oregon Idaho Pioneers April 23, 2019 October 6, 2016
We are excited to announce the new Growth Markets “Building Your Business” Sales Forum is coming to your Territory! During this one-day Forum we will be discussing self-reflection that leads to growth and drives sales, the customer experience, advanced selling techniques, and Colonial Life knowledge, presented by Sheilah Rund When?
May 21, 2019 (9:00 am-4:00 pm with working lunch)
Where?
Boise, Idaho—Location Just Announced! 943 W. Overland Rd, Meridian, ID 84642, Owyhee Conference Room
RSVP?
Click this link: https://www.surveymonkey.com/r/0521Boise
When?
May 28, 2019 (9:00 am–4:00 pm with working lunch)
Where?
Oregon—Meadows Conference Room First Floor (across the street from T.O.) 5300 Meadows Road Lake Oswego, OR 97035
RSVP?
Click this link: https://www.surveymonkey.com/r/0528Portland
For any questions, please contact your REC: Sheilah Rund 775-770-4509 Srund@coloniallife.com
For More Info visit Propr
New Cases Opened This Week: Don Brink Stan McPherson (1/2 case) Stephen Schacher (1/2 case) Doug Thurston
April Classes Opener Class April 9—11 8 am – 5 pm
Enroller Class April 23—24 8 am – 5 pm
May Classes Opener Class March 7 - 9 8 am – 5 pm
Enroller Class May 30 - 31 8 am – 5 pm
DDP Training Territory Office May 21 - 22 8 am – 5 pm
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
Don’t forget! New Reps and Managers can win an invitation to attend home office for advanced training that only takes place two times per year. Qualifications are below: New Rep School Qualifications: • • • • •
Open to representatives in their first 52 weeks – ASRs and PSRs Managers (DGA, ADM, PSM and PSAM) not included. Achieve 4 cases and $50,000 in opener net sales premium or 27,500 net sales credits. BQI must be 75% or higher. Manager (DGA and/or TM) approval.
ADM New Manager School Qualifications: Manager is within their first 52 weeks Plan achievement in 2 of their first 4 quarters (not pro-rated) • Minimum sales of $25,000 • BQI of 75% or higher (if BQI is applicable) • Minimum of 3 recruits • Minimum of $10,000 in A Rep sales • Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting • •
DGA New Manager School Qualifications: • • • • • •
Manager within 52 weeks of contract (at time of qualification) Must achieve plan in 1st or 2nd full quarter (minimum sales plan of $30,000) Minimum of $5,000 in A Rep sales Minimum of 2 contracts BQI of 75% or higher Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
Week to Date Numbers (as of Week 16)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$79,098.78
Taylor, Mary
Alley, Mike
$19,411.59
Canals, Gabriel
$8,849.49
Marquess, Rick
$17,173.95
Rathmanner, Casey
$6,747.24
Top 15 Openers Stubbs, Jason
Week 16 Sales
Top 15 Benefit Counselors
$15,225.40 Isaacson, Stephanie
$16,834.92
WK 16 Net Sales Credits 7,038
Rathmanner, Casey
$5,439.77 Wolden, Julie
5,528
Jones, Eric
$4,338.48 Buschman, Roxana
5,166
Shklayvel, Natasha
$4,092.48 Losada Monroy, Raquel
3,924
Brisbee, Lori
$3,944.97 Stubbs, Jason
3,059
Thurston, Derek
$3,528.96 Taylor, Todd
2,522
Brink, Don
$3,496.09 Rasmussen, Kelley $3,387.43 Shklayvel, Natasha
2,514 1,358
Bilgen, Lisa
$2,061.24 Jones, Eric $2,051.40 Moote, Liz
Grimes, Stan
$1,983.24 Durre, Mike
887
Griffeth, Jeff
$1,342.47 Weiland, Abigail $1,314.99 Gifford, Troy
858
$1,296.84 Kunkler, Karen $996.30 Morrison, Robert
749
Bryant, Margaret Moote, Liz
Day, Terra Durre, Mike Waldram, Matt
1,824 1,015
758 720
Quarter to Date Numbers (as of Week 16)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Marquess, Rick
31.1%
Taylor, Mary
37.3%
Alley, Mike
18.0%
Rathmanner, Casey
32.3%
Thurston, Doug
17.7%
Canals, Gabriel
25.0%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Rathmanner, Casey
$31,094.44 Isaacson, Stephanie
Jones, Eric
$23,696.16 Losada Monroy, Raquel
8,975
Stubbs, Jason
$18,537.52 Buschman, Roxana
7,811
Bryant, Margaret
$18,144.62 Wolden, Julie
7,286
Brink, Don
$15,113.19 Stubbs, Jason
4,073
Thurston, Derek
$14,058.84 Stevenson, Ronald
3,907
Weiland, Abigail
$13,532.24 Jones, Eric
3,788
Campbell, Branden
$11,308.92 Rasmussen, Kelley $10,728.92 Kunkler, Karen
3,167
Pines, Zara
Durre, Mike Beck, Catherine Canals, Gabriel Shklayvel, Natasha Brisbee, Lori Taylor, Todd
17,257
3,097
$5,483.52 Weiland, Abigail $4,398.84 Taylor, Todd
3,055
$4,379.64 Rathmanner, Casey $4,092.48 Durre, Mike
2,751
$3,944.97 Brink, Don $3,794.33 Gardner, Brad
2,315
2,789 2,730 1,982
Year to Date Numbers (as of Week 16)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
23.9% Rathmanner, Casey
30.1%
Cornett, Kevin
20.4% Jones, Eric
24.7%
Doug Thurston
18.5% Bilgen, Lisa
23.1%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Bryant, Margaret
$140,647.94
Isaacson, Stephanie
79,071
Brink, Don
$113,779.44
Liddell, Billy
33,506
Campbell, Branden
$88,131.87
Losada Monroy, Raquel
30,761
Ray, Carrie
$66,233.04
Weiland, Abigail
24,308
Kartub, Doug
$64,305.84
Day, Terra
21,304
Rathmanner, Casey
$64,011.17
Leach, Susan
18,093
Pines, Zara
$49,476.36
Buschman, Roxana
17,279
Bringhurst, Angela
$49,108.62
Kunkler, Karen
15,308
Jones, Eric
$39,830.52
Wolden, Julie
15,255
Masjuan, Jose Luis
$31,321.59
Rasmussen, Kelley
15,199
Stubbs, Jason
$29,835.64
Campbell, Branden
13,209
Myers, Jan
$28,252.44
Morgester, Christine
12,377
Ballweber, Theresa
$26,201.13
Shklayvel, Natasha
12,319
Wiemann, John
$25,007.82
Brink, Don
12,221
Canals, Gabriel
$24,334.14
Pratt, Jared
12,207
Year to Date Numbers (as of Week 16)
Top 5 Coordinators
WK 16 Net Sales Credits
Bryant, Margaret
2,989
Buschman, Roxana
2,485
Ballweber, Theresa
2,135
Smith, Rebecca
1,629
Talburt, Marci
1,474
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
8,160
Talburt, Marci
6,951
Bryant, Margaret
4,593
Buschman, Roxana
2,485
Jones, Eric
2,390
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
87,979
Talburt, Marci
32,913
Bryant, Margaret
9,068
Jones, Eric
8,090
Gross, Lynsay
7,551
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
10
13.5%
2019 Cases 2019 Goal:
376 2019 Actual:
79
21.0%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$349,856
15.0% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$2,148,214
18.5%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550