Oregon Idaho Pioneers Dec. 4, 2018 October 6, 2016
For the full article click here 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.
SAVE THE DATE LAUNCH DAY 2019 (FORMERLY TKO) MONDAY, JANUARY 14, 2019
AGENDA AND RSVP FORM HAVE BEEN EMAILED PLEASE RESPOND BY DECEMBER 7, 2018
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 Margaret Bryant Branden Campbell Gabriel Canals Eric Cornett (1/2 case) Lois Fleener Brad Gardner Troy Gifford Jeff Gray (1/2 case) Stan McPherson Carrie Ray Derek Thurston John Wiemann
St. Mary’s Cathedral, Sydney, Australia
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 48)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$706,294.48
Canals, Gabriel
$70,834.68
Alley, Mike
$202,132.76
Shipman, Jeff
$59,645.35
Rasmussen, Kelley
$56,993.03
Maxwell, Denise
Top 15 Openers
$50,953.95
Week 48 Sales
Top 15 Benefit Counselors
WK 48 Net Sales Credits
Brink, Don
$389,838.61 Isaacson, Stephanie
24,679
Bryant, Margaret
$131,441.38 Wollen, Gordon
16,652
Shipman, Jeff
$59,174.98 Morgester, Christine
16,422
Rasmussen, Kelley
$57,779.65 Morrison, Robert
12,877
Thurston, Doug
$47,333.90 Wolden, Julie
12,267
Fleener, Lois
$45,631.68 Buschman, Roxana
12,065
Bilgen, Lisa
$37,819.44 Rasmussen, Kelley $23,697.57 Fleener, Lois
11,379
Campbell, Branden
10,095 9,857
Canals, Gabriel
$23,221.20 Myers, Jan $15,764.85 Peterson, Kimberly
Grimes, Stan
$12,905.10 Gage, Jennifer
8,359
Thurston, Derek
$12,333.72 Day, Terra $11,039.94 Leach, Susan
7,575
Wollen, Gordon
Cornett, Eric Schacher, Stephen Gifford, Troy
$7,442.22 Parsons, Katherine $7,304.33 Kunkler, Karen
9,183
6,668 4,774 4,563
Quarter to Date Numbers (as of Week 48)
QTD Top DGA’s by % of Plan Alley, Mike
105.8%
QTD Top ADM’s by % of Plan Fleener, Lois
248.5%
Thurston, Doug
71.4%
Canals, Gabriel
166.0%
Maxwell, Denise
54.7%
Rasmussen, Kelley
159.2%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$643,913.32 Isaacson, Stephanie
81,264
Bryant, Margaret
$322,243.57 Losada Monroy, Raquel
41,840
Thurston, Doug
$225,587.46 Morgester, Christine
37,519
Pines, Zara
$116,379.45 Buschman, Roxana
32,381
Campbell, Branden
$112,469.40 Wolden, Julie
30,542
Rasmussen, Kelley
$109,845.70 Peterson, Kimberly
26,702
Canals, Gabriel
$65,655.99 Wollen, Gordon
26,330
Fleener, Lois
$65,136.06 Leach, Susan $63,916.33 Fleener, Lois
23,998
$63,281.42 Granja Flores, Hugo $41,264.46 Kunkler, Karen
23,022
$36,489.56 Brink, Don $35,462.58 Liddell, Billy
16,053
$34,642.50 Morrison, Robert $34,297.44 Parsons, Katherine
15,913
Shipman, Jeff
Bilgen, Lisa Maxwell, Denise Griffeth, Jeff Gifford, Troy Granja Flores, Hugo Losada Monroy, Raquel
23,893 21,564 16,036 15,345
Year to Date Numbers (as of Week 48)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
166.2% Fleener, Lois
190.1%
Bringhurst, Steve
139.5% Bringhurst, Angela
179.2%
Thurston, Doug
Top 15 Openers Brink, Don
92.1% Rathmanner, Casey
YTD - 2018 Sales $1,322,534.02
Top 15 Benefit Counselors
174.1%
YTD Total Net Sales Credit
Isaacson, Stephanie
256,542
Bryant, Margaret
$561,127.82
Kunkler, Karen
128,098
Pines, Zara
$465,302.99
Morgester, Christine
116,042
Thurston, Doug
$460,184.31
Losada Monroy, Raquel
114,386
Campbell, Branden
$401,467.05
Buschman, Roxana
104,109
Bringhurst, Angela
$344,918.94
Wolden, Julie
97,502
Rasmussen, Kelley
$249,510.46
Leach, Susan
94,815
Rathmanner, Casey
$161,189.81
Wollen, Gordon
88,567
Gifford, Troy
$160,882.73
Griffeth, Jeff
71,196
Shipman, Jeff
$159,413.88
Gifford, Troy
62,614
Griffeth, Jeff
$146,648.72
Brink, Don
56,941
Bilgen, Lisa
$146,085.26
Fleener, Lois
54,572
Jones, Eric
$120,714.02
Myers, Jan
51,856
Wolden, Julie
$112,551.75
Kramer, Cassandra
46,293
Dickson, Brian
$104,534.57
Jones, Eric
42,915
Year to Date Numbers (as of Week 48)
Top 5 Coordinators
WK 48 Net Sales Credits
Ballweber, Theresa
68,709
Bryant, Margaret
13,535
Talburt, Marci
6,283
Gross, Lynsay
4,826
Jones, Eric
1,509
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 157,570
Bryant, Margaret
28,284
Talburt, Marci
26,551
Gross, Lynsay
13,221
Gifford, Troy
Top 5 Coordinators
7,515
YTD Total Net Sales Credit
Ballweber, Theresa
377,384
Talburt, Marci
107,129
Bryant, Margaret
60,798
Gifford, Troy
41,681
Bringhurst, Angela
36,241
4th Qtr Cases 2018 Goal:
138 2018 Actual:
63
45.6%
2018 Cases 2018 Goal:
249 2018 Actual:
271
108%
4th Qtr Premium 2018 Goal:
$4,543,998 2018 Actual:
$2,633,517
57.9% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$8,427,901
95.8%
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