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Newsletter 8 7 18

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Oregon Idaho Pioneers Aug 7, 2018 October 6, 2016


This Week’s New Cases Opened by: Brook Ford Troy Gifford Jeff Gray Shane Hillier Eric Jones Elizabeth Moote Kyle Rathmanner Tim Wilson


2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.


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 31)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$66,954.24

Rathmanner, Casey

Cornett, Kevin

$23,758.56

Hillier, Erik

$7,631.28

Alley, Mike

$21,611.64

Snider, Jason

$6,527.46

Top 15 Openers

Week 31 Sales

Top 15 Benefit Counselors

$14,749.56

WK 31 Net Sales Credits

Brink, Don

$23,991.04 Gray, Jeff

6,549

Gray, Jeff

$18,711.72 Wollen, Gordon

4,208

Bryant, Margaret

$15,169.20 Isaacson, Stephanie

4,027

Behbahany, Cameron

$12,385.80 Ford, Brook

2,771

Hillier, Shane

$7,631.28 Hillier, Shane

2,671

Cornett, Kevin

$6,527.46 Rathmanner, Kyle

2,207

Snider, Jason

$6,527.46 Kunkler, Karen

1,932

Ford, Brook

$6,414.12 Kramer, Cassandra

1,920

Thurston, Doug

$5,442.93 Morgester, Christine

1,715

Bilgen, Lisa

$3,970.68 Losada Monroy, Raquel

1,540

Pines, Zara

$3,886.58 Bilgen, Lisa

1,390

Maxwell, Denise

$3,110.15 Brink, Don $3,107.16 Jones, Eric

1,376

$3,072.36 Pratt, Jared $2,891.40 Myers, Jan

921

Moote, Elizabeth Rathmanner, Kyle Wilson, Tim

1,063 910


Quarter to Date Numbers (as of Week 31)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

67.3%

Campbell, Branden

107.3%

Thurston, Doug

46.1%

Rathmanner, Casey

87.2%

Cornett, Kevin

29.5%

Durre, Mike

42.2%

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Brink, Don

$138,904.62 Isaacson, Stephanie

36,419

Pines, Zara

$118,686.35 Griffeth, Jeff

22,272

Rasmussen, Kelley

$66,608.33 Fleener, Lois

16,673

Bryant, Margaret

$59,895.50 Losada Monroy, Raquel

15,754

Campbell, Branden

$56,182.08 Blair, Bill

14,006

Thurston, Doug

$21,233.01 Griffeth, Terri

11,853

Ford, Brook (765601)

$16,440.60 Kunkler, Karen

11,062

Behbahany, Cameron

$12,385.80 Morgester, Christine

10,990

Ford, Brook (666759)

$11,243.10 Wolden, Julie

10,726

Hillier, Shane

$11,062.92 Gifford, Troy

10,459

Maxwell, Denise

$10,291.40 Myers, Jan

10,008

Gardner, Brad

$10,289.52 Wollen, Gordon

9,673

Ray, Carrie

$9,183.71 Griffeth, Tyson

8,902

Griffeth, Jeff

$9,164.07 Kramer, Cassandra

8,329

Snider, Jason

$8,489.40 Majors, Hillary

6,647


Year to Date Numbers (as of Week 31)

YTD Top DGA’s by % of Plan Bringhurst, Steve

YTD Top ADM’s by % of Plan

112.6% Bringhurst, Angela

158.2%

Alley, Mike

78.4% Bilgen, Lisa

75.3%

Cornett, Kevin

52.4% Rathmanner, Casey

68.7%

Top 15 Openers

YTD - 2018 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$532,228.66

Isaacson, Stephanie

Bringhurst, Angela

$308,254.02

Kunkler, Karen

86,163

Pines, Zara

$303,695.43

Morgester, Christine

58,841

Bryant, Margaret

$175,277.33

Losada Monroy, Raquel

58,788

Thurston, Doug

$167,821.05

Buschman, Roxana

58,761

Campbell, Branden

$143,975.82

Leach, Susan

56,429

Gifford, Troy

$109,702.87

Griffeth, Jeff

49,682

129,047

Rathmanner, Casey

$99,651.36

Wollen, Gordon

46,087

Dickson, Brian

$95,491.94

Wolden, Julie

44,709

Griffeth, Jeff

$92,547.36

Myers, Jan

35,921

Shipman, Jeff

$90,506.54

Gifford, Troy

34,439

Jones, Eric

$89,636.06

Bringhurst, Braydon

28,831

Rasmussen, Kelley

$84,550.70

Jones, Eric

28,618

Bilgen, Lisa

$74,085.27

Brink, Don

28,466

Waldram, Matthew

$72,055.86

Fleener, Lois

27,340


Year to Date Numbers (as of Week 31)

Top 5 Coordinators

WK 31 Net Sales Credits

Ballweber, Theresa

3,608

Bryant, Margaret

2,362

Talburt, Marci

2,141

Gray, Jeff

1,871

Gross, Lynsay

Top 5 Coordinators Ballweber, Theresa

917

QTD Total Net Sales Credit 32,216

Talburt, Marci

9,933

Bryant, Margaret

7,837

Gifford, Troy

7,559

Gross, Lynsay

3,552

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 157,510

Talburt, Marci

57,407

Bringhurst, Angela

32,474

Gifford, Troy

29,927

Bryant, Margaret

22,626


3rd Qtr Cases 2018 Goal:

47 2018 Actual:

23

48.9%

2018 Cases 2018 Goal:

249 2018 Actual:

166

66.6% 3rd Qtr Premium 2018 Goal:

$1,753,998 2018 Actual:

$749,720

42.7% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$4,328,842

49.2%


THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550


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