Oregon Idaho Pioneers Feb 18, 2020 October 6, 2016
Show Colonial Life News how your team(s) are working to grow the Colonial Life footprint in the public sector market for a chance to win a $500 team outing or celebration. Simply post a photo on your district or territory's Instagram account showing your 1Q public sector activity -- this includes drops, meetings in the public sector, new accounts and more. Don't forget to tag @ColonialLifeNews and use the hashtag #PublicizePublicSector. There will be ONE lucky winner for first quarter. Good luck!
Learn more on Propr
Jamie Simmons Deb Stewart-Reehl Doug Hezeltine
New Cases Opened This Week: Don Brink (2 cases) Leslie Harris Stephen Schacher
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 7)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$62,566.46
Bowley, Alyssa
$17,370.72
Rathmanner, Casey
$22,717.08
Bilgen, Lisa
$12,007.14
Alley, Mike
$21,233.05
Bringhurst, Angela
Top 15 Openers
Week 7 Sales
Brink, Don
$19,524.16
Bowley, Alyssa
$16,609.68
Bryant, Margaret
$11,798.10
Bilgen, Lisa
$8,094.42
Wiemann, John
$5,687.04
Weiland, Abigail
$4,316.07
Harris, Leslie
$4,150.68
Gifford, Troy
$4,106.44
Griffeth, Jeff
$3,972.03
Kartub, Doug
$3,415.44
Durre, Mike
$2,734.08
Ballweber, Theresa
$2,673.36
Pines, Zara
$2,242.62
Tanner, Sckylar
$2,008.20
McPherson, Stan
$1,879.26
Top 15 Benefit Counselors
$6,132.96
WK 7 Net Sales Credits
Quarter to Date Numbers (as of Week 7)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
85.5%
Bilgen, Lisa
Thurston, Doug
55.2%
Bowley, Alyssa
82.5%
Maxwell, Denise
51.5%
Gifford, Troy
50.3%
Top 15 Openers
QTD - 2020 Sales
Bryant, Margaret
$225,613.35
Bilgen, Lisa
$183,029.19
Brink, Don
$61,416.05
Ford-Pritchett, Brook
$37,877.28
Bowley, Alyssa
$19,596.87
Ballweber, Theresa
$16,762.68
Pines, Zara
$15,076.65
Thurston, Derek
$14,551.56
Bringhurst, Angela
$14,104.14
Gifford, Troy
$11,983.31
Canals, Gabriel
$10,785.33
Kartub, Doug
$9,672.96
Taylor, Mary
$9,474.66
Wollen, Gordon
$9,297.36
Pace, Stephen
$8,873.43
Top 15 Benefit Counselors
181.0%
QTD Total Net Sales Credit
Year to Date Numbers (as of Week 7)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
13.6% Bilgen, Lisa
Maxwell, Denise
9.7% Bowley, Alyssa
Thurston, Doug
9.5% Gifford, Troy
Top 15 Openers
YTD - 2020 Sales
Bryant, Margaret
$223,606.20
Bilgen, Lisa
$183,040.74
Brink, Don
$61,146.46
Bowley, Alyssa
$19,596.87
Ballweber, Theresa
$16,762.68
Pines, Zara
$14,814.70
Bringhurst, Angela
$14,104.14
Thurston, Derek
$13,579.38
Gifford, Troy
$11,983.31
Canals, Gabriel
$10,762.92
Kartub, Doug
$9,672.96
Taylor, Mary
$9,474.66
Wollen, Gordon
$9,297.36
Pace, Stephen
$8,873.43
Wiemann, John
$8,115.00
Top 15 Benefit Counselors
46.3% 10.3% 6.4%
YTD Total Net Sales Credit
1st Qtr Cases 2020 Goal:
70 2020 Actual:
18
25.7%
2020 Cases 2020 Goal:
435 2020 Actual:
18
4.1% 1st Qtr Premium 2020 Goal:
$1,997,002 2020 Actual:
$1,000,715
50.1% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$1,000,715
8.8%
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
Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550