Oregon Idaho Pioneers Jan 2, 2018 October 6, 2016
FOR DETAILS, SEE PROPR
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
This Week’s New Cases Opened by: Sheila Ashbeck Lisa Bilgen Don Brink (2 cases) Margaret Bryant (2 cases) Branden Campbell Gabriel Canals Brook Ford (3 cases) Wendy Herrmann Lydia Hunt Jose Luis Masjuan Jason Snider (4 cases) Doug Thurston (2 cases) Gordon Wollen (3 cases)
Week to Date Numbers (as of Week 52)
WTD Top DGA’s
WTD Top ADM’s Snider, Jason
$81,934.50
$84,227.76
Canals, Gabriel
$50,413.02
$45,548.04
Gray, Jeff
Thurston, Doug
$289,403.93
Cornett, Kevin Maxwell, Denise
Top 15 Openers
Week 52 Sales
Top 15 Benefit Counselors
$9,697.92
WK 52 Net Sales Credits
Brink, Don
$88,961.35 Brink, Don
13,038
Snider, Jason
$82,389.30 Stewart, Laurie
11,960
Thurston, Doug
$44,336.37 Isaacson, Stephanie
9,288
Campbell, Branden
$35,275.95 Leach, Susan
8,214
Bryant, Margaret
$34,469.52 Ford, Brook
7,961
Pines, Zara
$15,498.85 Parsons, Katherine
7,887
Ashbeck, Sheila
$13,034.04 Stevenson, Ronald $11,235.33 Snider, Jason
7,469
$10,922.10 Kunkler, Karen $8,492.04 Morgester, Christine
5,498
Masjuan, Jose Luis Grimes, Stan Waldram, Matthew
5,837 5,256
Maxwell, Denise
$8,383.62 Wolden, Julie
4,822
Wollen, Gordon
$8,376.72 Rasmussen, Kelley $6,758.28 Bryant, Margaret
4,303
$5,178.35 Wollen, Gordon $3,983.08 Ashbeck, Sheila
4,234
Bringhurst, Angela Myers, Jan Shipman, Jeff
4,296 3,405
Quarter to Date Numbers (as of Week 52)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
166.8%
Canals, Gabriel
287.7%
Thurston, Doug
130.7%
Fleener, Lois
274.6%
Maxwell, Denise
130.7%
Rathmanner, Casey
229.0%
Top 15 Openers Brink, Don
QTD - 2018 Sales
Top 15 Benefit Counselors
$1,308,072.75 Isaacson, Stephanie
QTD Total Net Sales Credit 121,079
Bryant, Margaret
$550,466.52 Brink, Don
Thurston, Doug
$426,276.59 Morgester, Christine
70,811
Campbell, Branden
$227,550.00 Losada Monroy, Raquel
55,896
Pines, Zara
$175,743.03 Wolden, Julie
50,305
Ford, Brook
$165,715.80 Ford, Brook
47,606
Bilgen, Lisa
$122,565.26 Buschman, Roxana
46,568
Rasmussen, Kelley
$119,310.57 Leach, Susan $96,225.06 Wollen, Gordon
42,791
Maxwell, Denise
Snider, Jason Griffeth, Jeff Canals, Gabriel Gifford, Troy Shipman, Jeff Ray, Carrie
116,362
42,310
$95,437.92 Kunkler, Karen $80,492.80 Peterson, Kimberly
42,287
$79,769.85 Campbell, Branden $78,623.29 Day, Terra
32,226
$76,029.82 Parsons, Katherine $75,402.10 Fleener, Lois
30,507
41,352 31,131 29,403
Year to Date Numbers (as of Week 52)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
196.1% Rathmanner, Casey
195.6%
Bringhurst, Steve
150.6% Bringhurst, Angela
190.2%
Thurston, Doug
121.7% Canals, Gabriel
185.1%
Top 15 Openers Brink, Don
YTD - 2018 Sales $1,923,289.97
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
296,358
Bryant, Margaret
$776,120.34
Brink, Don
157,250
Thurston, Doug
$656,871.70
Morgester, Christine
149,333
Pines, Zara
$522,482.27
Kunkler, Karen
148,822
Campbell, Branden
$516,249.48
Losada Monroy, Raquel
128,442
Bringhurst, Angela
$365,541.06
Buschman, Roxana
118,297
Rasmussen, Kelley
$258,920.01
Wolden, Julie
117,265
Bilgen, Lisa
$205,369.10
Leach, Susan
113,608
Gifford, Troy
$204,043.44
Wollen, Gordon
104,547
Griffeth, Jeff
$190,651.96
Griffeth, Jeff
86,146
Shipman, Jeff
$171,527.37
Gifford, Troy
73,339
Rathmanner, Casey
$169,794.08
Myers, Jan
60,297
Maxwell, Denise
$157,630.95
Fleener, Lois
60,082
Ray, Carrie
$156,110.46
Campbell, Branden
59,167
Jones, Eric
$149,184.14
Ford, Brook
56,489
Year to Date Numbers (as of Week 52)
Top 5 Coordinators Ballweber, Theresa
WK 51 Net Sales Credits 24,527
Gross, Lynsay
3,615
Bryant, Margaret
3,401
Talburt, Marci
1,760
Waldram, Matthew
Top 5 Coordinators Ballweber, Theresa
849
QTD Total Net Sales Credit 275,424
Talburt, Marci
49,849
Bryant, Margaret
47,749
Gross, Lynsay
30,790
Gifford, Troy
17,616
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
495,238
Talburt, Marci
130,427
Bryant, Margaret
80,263
Gifford, Troy
51,783
Gross, Lynsay
48,810
4th Qtr Cases 2018 Goal:
138 2018 Actual:
135
97.8%
2018 Cases 2018 Goal:
249 2018 Actual:
343
137.7%
4th Qtr Premium 2018 Goal:
$4,543,998 2018 Actual:
$4,993,761
109.8% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$10,788,145
122.7%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550