Oregon Idaho Pioneers Dec. 18, 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.
LDC (Leadership Development Conference) Workshop Webinar Schedule Calendar appointments for each of the webinars were sent out. Each workshop below will be offered at two times – 9:00 am EST and 12:00 pm EST – so you should have received a calendar invitation for both times. You only need to accept one invite per topic, based on the time you choose. The dial-in and EGC information will be the same for each webinar. •
January 18th: Powerful Portfolio Management Strategies
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January 22nd: America’s Brokers – Upholding Their World, Their Way
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January 24th: Your Recruiting and Development Strategy
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January 25th: Large Employers and Winning Better Business
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January 29th: Rock the Public Sector
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January 31st: The Power of Products
Please let us know if you have any questions regarding these webinars.
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: Lisa Bilgen Don Brink Branden Campbell (2 cases) Lois Fleener Brook Ford Stan Grimes Lydia Hunt Erin McCulloch Stan McPherson (1 1/4 cases) Katherine Parsons Carrie Ray Stephen Schacher (3/4 case) Natasha Shklayvel (2 cases)
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 50)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$528,247.70
Canals, Gabriel
$42,764.79
Maxwell, Denise
$137,307.48
Rathmanner, Casey
$37,257.24
Bilgen, Lisa
$30,921.60
Alley, Mike
Top 15 Openers
$97,974.98
Week 50 Sales
Top 15 Benefit Counselors
WK 50 Net Sales Credits
Brink, Don
$353,679.02 Brink, Don
82,059
Ford, Brook
$102,966.54 Ford, Brook
29,304
Thurston, Doug
$59,840.71 Morgester, Christine
10,043
Campbell, Branden
$28,491.60 Campbell, Branden
9,972
Maxwell, Denise
$25,243.68 Kunkler, Karen
8,101
Ray, Carrie
$24,923.97 Peterson, Kimberly
7,686
Bilgen, Lisa
$22,812.12 Isaacson, Stephanie $15,486.94 Day, Terra
7,420 4,493
McPherson, Stan
$12,253.86 Leach, Susan $11,435.60 McPherson, Stan
Jones, Eric
$11,288.94 Schacher, Stephen
3,882
Schacher, Stephen
$11,091.12 Ray, Carrie $7,227.96 Buschman, Roxana
3,725
Bryant, Margaret Canals, Gabriel
Shklayvel, Natasha Pines, Zara Grimes, Stan
$6,923.55 Weiland, Abigail $6,118.68 Losada Monroy, Raquel
7,259 3,882
3,668 3,660 3,528
Quarter to Date Numbers (as of Week 50)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
144.9%
Fleener, Lois
266.0%
Thurston, Doug
105.1%
Canals, Gabriel
220.1%
Maxwell, Denise
101.0%
Rathmanner, Casey
186.7%
Top 15 Openers Brink, Don
QTD - 2018 Sales
Top 15 Benefit Counselors
$1,125,453.16 Isaacson, Stephanie
QTD Total Net Sales Credit 100,850
Bryant, Margaret
$435,260.37 Brink, Don
99,831
Thurston, Doug
$319,351.78 Morgester, Christine
61,650
Ford, Brook
$152,355.12 Losada Monroy, Raquel
49,622
Campbell, Branden
$146,228.64 Buschman, Roxana
42,582
Pines, Zara
$138,299.63 Wolden, Julie
39,040
Bilgen, Lisa
$118,164.50 Wollen, Gordon
38,281
Rasmussen, Kelley
$116,300.73 Peterson, Kimberly $78,235.11 Kunkler, Karen
37,033
Canals, Gabriel
Maxwell, Denise Fleener, Lois Shipman, Jeff Griffeth, Jeff Gifford, Troy Ray, Carrie
34,035
$71,908.71 Ford, Brook $71,038.14 Leach, Susan
31,127
$69,586.59 Fleener, Lois $69,444.72 Granja Flores, Hugo
27,696
$68,958.29 Day, Terra $49,969.87 Gifford, Troy
24,787
31,113 25,227 24,550
Year to Date Numbers (as of Week 50)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
185.4% Rathmanner, Casey
185.3%
Bringhurst, Steve
144.9% Bringhurst, Angela
182.2%
Thurston, Doug
108.9% Rasmussen, Kelley
168.4%
Top 15 Openers Brink, Don
YTD - 2018 Sales $1,763,742.37
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
276,129
Bryant, Margaret
$662,445.89
Brink, Don
140,719
Thurston, Doug
$552,662.10
Kunkler, Karen
140,570
Pines, Zara
$486,811.69
Morgester, Christine
140,172
Campbell, Branden
$435,226.29
Losada Monroy, Raquel
122,167
Bringhurst, Angela
$347,462.70
Buschman, Roxana
114,311
Rasmussen, Kelley
$255,937.83
Wolden, Julie
106,000
Bilgen, Lisa
$200,968.34
Leach, Susan
101,929
Gifford, Troy
$194,378.44
Wollen, Gordon
100,519
Ford, Brook
$187,411.98
Griffeth, Jeff
79,944
Griffeth, Jeff
$179,603.88
Gifford, Troy
72,201
Shipman, Jeff
$165,084.14
Fleener, Lois
58,375
Rathmanner, Casey
$163,482.53
Myers, Jan
56,950
Jones, Eric
$141,241.40
Kramer, Cassandra
48,034
Maxwell, Denise
$133,314.60
Peterson, Kimberly
47,337
Year to Date Numbers (as of Week 50)
Top 5 Coordinators Ballweber, Theresa
WK 50 Net Sales Credits 50,606
Talburt, Marci
9,355
Gross, Lynsay
7,922
Jones, Eric
1,151
Buschman, Roxana
Top 5 Coordinators Ballweber, Theresa
758
QTD Total Net Sales Credit 225,711
Talburt, Marci
41,193
Bryant, Margaret
37,726
Gross, Lynsay
23,014
Gifford, Troy
14,721
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
445,525
Talburt, Marci
121,771
Bryant, Margaret
70,240
Gifford, Troy
48,887
Gross, Lynsay
41,034
4th Qtr Cases 2018 Goal:
138 2018 Actual:
94
68.1%
2018 Cases 2018 Goal:
249 2018 Actual:
302
121%
4th Qtr Premium 2018 Goal:
$4,543,998 2018 Actual:
$3,938,221
86.6% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$9,732,604
110%
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