Oregon Idaho Pioneers Dec. 11, 2018 October 6, 2016
It’s that time of year again…
Fourth quarter processing deadlines •
Clean manual business -- received by Wednesday, December 26.
•
Clean census enrollment files – received by Thursday, December 27 at 6 p.m. EST.
•
New business – will continue to be processed until Monday, December 31 at 7 p.m. EST.
•
Clean electronic business – received by Monday, December 31 at 10 p.m.
Billboard Top 10 Holiday Songs for the Week of December 8, 2018 1. “All I Want For Christmas Is You” - Mariah Carey 2. “It’s The Most Wonderful Time Of The Year” - Andy Williams 3. “Rockin’ Around The Christmas Tree” - Brenda Lee 4. “A Holly Jolly Christmas” - Burl Ives 5. “Jingle Bell Rock” - Bobbly Helms 6. “The Christmas Song (Merry Christmas To You)” - Nat King Cole 7. “Last Christmas” - Wham! 8. “Let It Snow, Let It Snow, Let It Snow” - Dean Martin 9. “Rudolph The Red-Nosed Reindeer” - Gene Autry
10. “Feliz Navidad” - Jose Feliciano
Opener/Benefit Counselor Class Changes Pioneers, as Eric stated in an email last month, changes are coming to Training Classes. Here are some key points to keep in mind:
Opener Class Class will run from 8 – 5 and we will provide lunch. Students must be on time and attend all three days. •
Agents must be contracted (or be licensed and have completed a contracting link) to attend.
•
We ask that new agents come to class with a scrubbed list of 25 leads so that we can conduct a
brief (30 Minute) call clinic on day one of class.
•
We also ask that new agents work up a specific list of 5 DM presentation opportunities (dates and
times) •
New Agents will do three full DM Roll plays. The objective is that each new agent will be ready to
conduct an entry level small group direct presentation as soon as they leave day three. •
We will have a pre-work exercise (the ordered pairs exercise) where each new agent and their
manager go through the types of problems that they might uncover in discovery – and the types of solutions we might offer. •
Each new agent must come to class with their signed Opener GPS after reviewing it with their
manager.
Enroller Class Class will run from 8 – 5 and we will provide lunch. Students must be on time and attend both days. • Agents must be contracted to attend. This is non-negotiable for the BC class – because each agent must have Harmony Audition Access for the class. •
Agents MUST complete the following Individual product mastery tests: Accident Critical Illness Disability Cancer Dental Bridge Life…Term and Whole
•
Agents should have shadowed (seen) at least one enrollment before class.
• Agents will enroll individual products during day one. On day two they will conduct 2 full enrollments. The objective is that each BC will be ready to conduct an entry level enrollment the moment they walk out of class •
Agents must come to class with a signed BC GPS after reviewing it with their manager.
This Week’s New Cases Opened by: Don Brink (2 cases) Margaret Bryant (3 cases) Brook Ford Troy Gifford Stan Grimes
Lydia Hunt Jeff Shipman Stan McPherson (1/2 case) Natasha Shklayvel Katherine Parsons (2 cases) Jason Stubbs Kelley Rasmussen Stephen Schacher (1/2 case)
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 49)
WTD Top DGA’s
WTD Top ADM’s
$280,794.37
Griffeth, Jeff
$72,667.44
Kezele, Will
$72,667.44
Bilgen, Lisa
$37,545.00
Alley, Mike
$65,825.72
Canals, Gabriel
$14,549.16
Thurston, Doug
Top 15 Openers
Week 49 Sales
Top 15 Benefit Counselors
WK 49 Net Sales Credits
Brink, Don
$87,529.33 Morgester, Christine
14,088
Bryant, Margaret
$85,831.13 Isaacson, Stephanie
12,167
Gifford, Troy
$32,669.50 Wollen, Gordon
10,113
Thurston, Doug
$32,637.08 Gifford, Troy
9,596
Griffeth, Jeff
$32,372.67 Griffeth, Jeff
8,159
Bilgen, Lisa
$32,070.96 Wolden, Julie
7,216
Ford, Brook
$24,533.04 Buschman, Roxana $14,585.15 Day, Terra
6,533
Pines, Zara
5,669 4,371
Parsons, Katherine
$9,238.44 Kunkler, Karen $8,781.30 Morrison, Robert
Grimes, Stan
$7,783.02 Losada Monroy, Raquel
4,253
Schacher, Stephen
$6,478.32 Griffeth, Tyson $6,475.40 Myers, Jan
4,225
$6,118.13 Griffeth, Terri $5,716.89 Marti, Alex
3,786
Jones, Eric
Myers, Jan McPherson, Stan Cornett, Eric
4,262
3,854 3,342
Quarter to Date Numbers (as of Week 49)
QTD Top DGA’s by % of Plan Alley, Mike
121.5%
QTD Top ADM’s by % of Plan Fleener, Lois
248.5%
Thurston, Doug
83.1%
Canals, Gabriel
179.7%
Maxwell, Denise
63.4%
Rasmussen, Kelley
164.1%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$744,802.80 Isaacson, Stephanie
93,430
Bryant, Margaret
$419,476.80 Morgester, Christine
51,607
Thurston, Doug
$259,918.66 Losada Monroy, Raquel
46,093
Pines, Zara
$130,964.60 Buschman, Roxana
38,914
Campbell, Branden
$117,737.04 Wolden, Julie
37,758
Rasmussen, Kelley
$113,208.72 Wollen, Gordon
36,443
Bilgen, Lisa
$95,352.38 Peterson, Kimberly
29,347
Griffeth, Jeff
$68,862.23 Leach, Susan $68,132.08 Kunkler, Karen
26,620
$66,601.64 Fleener, Lois $65,893.41 Gifford, Troy
24,802
$65,136.06 Granja Flores, Hugo $48,856.08 Griffeth, Jeff
22,882
$46,665.03 Morrison, Robert $36,946.56 Brink, Don
20,175
Gifford, Troy
Shipman, Jeff Canals, Gabriel Fleener, Lois Ford, Brook Maxwell, Denise Wollen, Gordon
25,934 24,558 21,792 17,772
Year to Date Numbers (as of Week 49)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
173.9% Fleener, Lois
190.1%
Bringhurst, Steve
141.9% Bringhurst, Angela
180.8%
Thurston, Doug
Top 15 Openers Brink, Don
97.9% Rathmanner, Casey
YTD - 2018 Sales $1,410,063.35
Top 15 Benefit Counselors
176.1%
YTD Total Net Sales Credit
Isaacson, Stephanie
268,709
Bryant, Margaret
$646,958.95
Kunkler, Karen
132,469
Thurston, Doug
$492,821.39
Morgester, Christine
130,130
Pines, Zara
$479,888.14
Losada Monroy, Raquel
118,639
Campbell, Branden
$406,734.69
Buschman, Roxana
110,642
Bringhurst, Angela
$347,529.30
Wolden, Julie
104,718
Rasmussen, Kelley
$252,873.48
Wollen, Gordon
98,680
Gifford, Troy
$193,552.23
Leach, Susan
97,437
Griffeth, Jeff
$179,021.39
Griffeth, Jeff
79,356
Bilgen, Lisa
$178,156.22
Gifford, Troy
72,210
Shipman, Jeff
$162,099.19
Brink, Don
58,660
Rathmanner, Casey
$161,461.25
Myers, Jan
55,710
Jones, Eric
$129,952.46
Fleener, Lois
55,481
Wolden, Julie
$112,438.18
Kramer, Cassandra
47,010
Dickson, Brian
$108,859.07
Jones, Eric
45,108
Year to Date Numbers (as of Week 49)
Top 5 Coordinators Ballweber, Theresa
WK 49 Net Sales Credits 17,535
Bryant, Margaret
8,685
Gifford, Troy
7,064
Talburt, Marci
5,287
Gross, Lynsay
1,870
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 175,105
Bryant, Margaret
36,969
Talburt, Marci
31,839
Gross, Lynsay
15,092
Gifford, Troy
14,578
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
394,919
Talburt, Marci
112,417
Bryant, Margaret
69,483
Gifford, Troy
48,745
Bringhurst, Angela
36,665
4th Qtr Cases 2018 Goal:
138 2018 Actual:
79
57.2%
2018 Cases 2018 Goal:
249 2018 Actual:
287
115%
4th Qtr Premium 2018 Goal:
$4,543,998 2018 Actual:
$3,131,277
68.9% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$8,925,660
101%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Natalie Rhea Territory Recruiter 503.416.0553 (office) 503.277.9969 (cell) Natalie.R@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