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Newsletter 2 26 2020

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Oregon Idaho Pioneers Feb 26, 2020 October 6, 2016


Jayde Veenhuizen Nikki Timothy Clint Forrette Nate McGill Michael Lane David Fulton Sam Ram New Cases Opened This Week: Leslie Harris


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 8)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$72,264.40

Ray, Carrie

$18,057.36

Alley, Mike

$30,503.33

Gifford, Troy

$10,891.84

Kezele, Will

$12,522.12

Canals, Gabriel

Top 15 Openers

Week 8 Sales

Top 15 Benefit Counselors

$8,551.17

WK 8 Net Sales Credits

Brink, Don

$40,954.74 Kunkler, Karen

5,583

Bryant, Margaret

$11,345.04 Losada Monroy, Raquel

3,983

Gifford, Troy

$11,335.23 Isaacson, Stephanie

3,335

Harris, Leslie

$10,430.82 DuPriest, Kathy

3,156

Bringhurst, Angela

$7,423.92 Gifford, Troy

1,830

Campbell, Branden

$4,858.41 Granja Flores, Hugo

1,779

Bilgen, Lisa

$4,240.74 Wiemann, John $3,582.12 Griffeth, Tyson

1,440 1,288

Ray, Carrie

$3,476.94 Bringhurst, Angela $3,360.60 Cooper, Linda

Losada Monroy, Raquel

$2,670.96 Taylor, Todd

1,142

Taylor, Mary

$2,670.52 Peterson, Kimberly $1,602.12 McDowell Jr., Vince

961

$1,598.84 Leach, Susan $1,147.95 Kartub, Doug

748

Rasmussen, Kelley Bickford, Ethan

Ramirez, Skeeter Shipman, Jeff Eldrett, Jamie

1,297 1,284

828 662


Quarter to Date Numbers (as of Week 8)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

96.3%

Bilgen, Lisa

186.4%

Thurston, Doug

62.4%

Gifford, Troy

86.6%

Kezele, Will

54.7%

Bowley, Alyssa

86.1%

Top 15 Openers

QTD - 2020 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Bryant, Margaret

$236,958.39 Isaacson, Stephanie

47,113

Bilgen, Lisa

$187,269.93 Otis, Natasha

27,442

Brink, Don

$106,188.68 Kunkler, Karen

27,288

Ford-Pritchett, Brook

$40,225.92 Wollen, Gordon

22,164

Gifford, Troy

$23,318.54 Losada Monroy, Raquel

21,216

Bringhurst, Angela

$21,528.06 Buschman, Roxana

13,337

Bowley, Alyssa

$20,286.15 Ford-Pritchett, Brook

11,567

Ballweber, Theresa

$17,320.72 Taylor, Todd $15,289.95 Kartub, Doug

11,148

Pines, Zara

10,857

9,585

Taylor, Mary

$14,581.50 Wolf, Bennett $12,145.18 Parsons, Kate

Kartub, Doug

$10,635.48 DuPriest, Kathy

8,362

Canals, Gabriel

$10,093.50 Gifford, Troy

7,477

Harris, Leslie

9,385

Wollen, Gordon

$9,297.36 Rasmussen, Kelley

6,181

Pace, Stephen

$8,873.43 Leach, Susan

5,496


Year to Date Numbers (as of Week 8)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

15.4% Bilgen, Lisa

47.7%

Thurston, Doug

10.7% Gifford, Troy

11.0%

Maxwell, Denise

10.1% Bowley, Alyssa

10.8%

Top 15 Openers

YTD - 2020 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Bryant, Margaret

$234,951.24

Isaacson, Stephanie

47,113

Bilgen, Lisa

$187,281.48

Otis, Natasha

27,442

Brink, Don

$102,101.20

Kunkler, Karen

27,288

Gifford, Troy

$23,318.54

Wollen, Gordon

22,164

Bringhurst, Angela

$21,528.06

Losada Monroy, Raquel

21,216

Bowley, Alyssa

$20,286.15

Buschman, Roxana

13,337

Ballweber, Theresa

$17,320.72

Ford-Pritchett, Brook

11,567

Pines, Zara

$15,312.40

Taylor, Todd

11,148

Harris, Leslie

$14,581.50

Kartub, Doug

10,857

Taylor, Mary

$12,145.18

Wolf, Bennett

9,585

Kartub, Doug

$10,635.48

Parsons, Kate

9,385

Canals, Gabriel

$10,071.09

DuPriest, Kathy

8,362

Wollen, Gordon

$9,297.36

Gifford, Troy

7,477

Pace, Stephen

$8,873.43

Rasmussen, Kelley

6,181

Campbell, Branden

$8,840.40

Leach, Susan

5,496


Year to Date Numbers (as of Week 8)

Top 5 Coordinators

WK 8 Net Sales Credits

Ballweber, Theresa

3,921

Bryant, Margaret

1,721

Talburt, Marci

1,257

Gifford, Troy

1,252

Bringhurst, Angela

Top 5 Coordinators

780

QTD Total Net Sales Credit

Bryant, Margaret

42,272

Ballweber, Theresa

29,276

Talburt, Marci

7,621

Gross, Lynsay

3,291

Gifford, Troy

3,013

Top 5 Coordinators

YTD Total Net Sales Credit

Bryant, Margaret

42,272

Ballweber, Theresa

29,276

Talburt, Marci

7,621

Gross, Lynsay

3,291

Gifford, Troy

3,013


1st Qtr Cases 2020 Goal:

70 2020 Actual:

19

27.1%

2020 Cases 2020 Goal:

435 2020 Actual:

19

4.3% 1st Qtr Premium 2020 Goal:

$1,997,002 2020 Actual:

$1,135,990

56.8% 2020 Premium 2020 Goal

$11,316,000 2020 Actual:

$1,135,990

10%


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


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