Oregon Idaho Pioneers Aug. 18, 2020
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 33 Dental Sales: $15,048 Total For The Dental Initiative: $114,819 Week 33 Groups Adding Dental Policies: 10 Total for the Dental Initiative: 51
Bailey Schmidt
New Cases Opened This Week: Margaret Bryant Branden Campbell (1/2 case) Jared Pratt
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!
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 33)
WTD Top ADM’s
WTD Top DGA’s
Canals, Gabriel
$55,070.70
Thurston, Doug
$108,977.45
Marquess, Rick
$9,461.64
Taylor, Mary
$9,271.82
Maxwell, Denise
$8,717.64
Bilgen, Lisa
$5,508.60
Top 15 Openers Campbell, Branden Brink, Don
Week 33 Sales
Top 15 Benefit Counselors
$47,340.84 Kunkler, Karen $43,131.26 Losada Monroy, Raquel
WK 33 Net Sales Credits 7,695 6,656
Canals, Gabriel
$7,102.65 Isaacson, Stephanie
6,017
Bilgen, Lisa
$5,508.60 Brink, Don
2,643
Pratt, Jared
$5,103.60 Camarata, Tim
2,321
Castro Monroy, Jonathan
$3,861.42 Wolden, Julie
2,133
Taylor, Mary
$3,792.25 Pratt, Jared
1,786
Weiland, Abigail
$3,362.46 Vasquez, Guadalupe
1,480
Bryant, Margaret
$3,340.92 Buschman, Roxana
1,390
Waldram, Matt
$2,413.44 Ford, Brook
1,377
Durre, Mike
$2,234.76 Miller, Tricia
1,261
Ford, Brook
$2,177.76 Morgester, Christine
1,059
Shipman, Jeff
$1,896.53 Castro Monroy, Jonathan
1,038
Taylor, Todd
$1,310.92 Campbell, Branden
896
Smart-Tealey, Cynthia
$1,202.88 Waldram, Matt
845
Quarter to Date Numbers (as of Week 33)
QTD Top DGA’s by % of Plan Attebery, Shane
147.0%
QTD Top ADM’s by % of Plan Castro Monroy, Jonathan
163.6% 127.0%
Jones, Eric
61.9%
Timothy, Nikki
Marquess, Rick
44.8%
Taylor, Mary
Top 15 Openers Brink, Don
67.1%
Top 15 Benefit Counselors
QTD Total Net Sales Credit
$156,882.29 Losada Monroy, Raquel
25,579
QTD - 2020 Sales
Campbell, Branden
$79,688.52 Kunkler, Karen
Gurney, Brenda
$62,195.82 Isaacson, Stephanie
20,117
Pines, Zara
$44,166.63 Gurney, Brenda
17,135
Taylor, Mary
$31,649.55 Brink, Don
11,439
Castro Monroy, Jonathan
$30,262.08 Wolden, Julie
8,862
Bryant, Margaret
$17,546.12 Villanueva, Maria
Bilgen, Lisa
$17,391.27 Buschman, Roxana
20,868
8,089 7,551 6,839
Canals, Gabriel
$16,015.56 Castro Monroy, Jonathan $14,490.99 DuPriest, Kathy
Ray, Carrie
$13,889.91 Vasquez, Guadalupe
6,255
Camarata, Tim
$10,583.52 Camarata, Tim
5,936
Ford, Brook
6,283
Thurston, Derek
$8,278.86 Campbell, Branden
3,916
Ford, Brook
$7,316.88 Ford, Brook
3,494
Bringhurst, Angela
$6,431.52 Miller, Tricia
3,237
Year to Date Numbers (as of Week 33)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
63.2%
Bilgen, Lisa
63.1%
Alley, Mike
55.8% Castro Monroy, Jonathan
53.2%
Thurston, Doug
41.5%
Top 15 Openers
YTD - 2020 Sales
Ray, Carrie
Top 15 Benefit Counselors
43.0%
YTD Total Net Sales Credit
Brink, Don
$958,700.64
Isaacson, Stephanie
129,564
Bryant, Margaret
$330,095.76
Kunkler, Karen
108,441
Bilgen, Lisa
$229,976.97
Losada Monroy, Raquel
87,063
Campbell, Branden
$153,934.92
Brink, Don
53,702
Pines, Zara
$81,335.76
DuPriest, Kathy
44,167
Taylor, Mary
$80,822.07
Buschman, Roxana
32,370
Ray, Carrie
$63,981.64
Leach, Susan
31,648
Bringhurst, Angela
$60,018.63
Wolden, Julie
31,556
Boutwell, Gladys
$56,800.08
Wollen, Gordon
26,637
Gurney, Brenda
$56,218.29
Morgester, Christine
25,320
Gifford, Troy
$55,432.18
Ford, Brook
25,314
Shipman, Jeff
$50,530.83
Gifford, Troy
23,521
Thurston, Derek
$45,052.86
Peterson, Kimberly
21,928
Ballweber, Theresa
$34,725.97
Miller, Tricia
18,610
Canals, Gabriel
$32,663.05
Fleener, Lois
18,217
Year to Date Numbers (as of Week 33) Top 5 Coordinators Ballweber, Theresa
WK 33 Net Sales Credits 11,682
Talburt, Marci
1,332
Gross, Lynsay
1,228
Taylor, Stacie
628
Durre, Mike
223
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
35,223
Talburt, Marci
11,288
Gross, Lynsay
4,276
Gurney, Brenda
4,189
Taylor, Stacie
3,946
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 173,930
Bryant, Margaret
53,327
Talburt, Marci
51,708
Gross, Lynsay
14,348
Taylor, Stacie
12,334
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
15.5
16.3%
2020 Cases 2020 Goal:
435 2020 Actual:
89.5
20.5% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$762,972
30% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$4,085,446
36.1%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550