Oregon Idaho Pioneers July 10, 2018 October 6, 2016
Laura Wiltsey Heather Edwards Audra Moore Kayla Husen Cameron Behbahany Kathy DuPriest Liz Stanley Cedric Bigge-Duren July Dates to Remember: 4th—Independence Day 7th—Strawberry Sundae Day 7th—Father Daughter Take a Walk Day 10th—Pina Colada Day
15th—Give Something Away Day 17th—World Emoji Day 19th—Get To Know Your Customers Day 21st—Junk Food Day 25th—Wine and Cheese Day 31st—Mutt Day
YOU’RE INVITED... OREGON/IDAHO TERRITORY Summer Meeting & Picnic Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018
See you there!
This Week’s New Cases Opened by: Raquel Losada Monroy Zara Pines
July Classes Opener Class July 10 - 12 9 am – 5 pm
Enroller Class July 24 – 25 9 am – 5 pm
August Classes Enroller Class (Idaho) August 21-22 9 am – 5 pm
DDP (Oregon) August 28-29
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 27)
WTD Top ADM’s
WTD Top DGA’s
Canals, Gabriel
$5,608.35
$4,078.80
Griffeth, Jeff
$3,948.12
$3,948.12
Durre, Mike
$3,412.80
Thurston, Doug
$36,262.16
Cornett, Kevin Kezele, Will
Top 15 Openers Pines, Zara
Week 27 Sales
Top 15 Benefit Counselors
$10,158.48 Isaacson, Stephanie
WK 27 Net Sales Credits 4,801
Brink, Don
$9,817.31 Kunkler, Karen
2,203
Bryant, Margaret
$6,831.24 Losada Monroy, Raquel
1,752
Thurston, Doug
$3,808.89 Brink, Don
1,362
Losada Monroy, Raquel
$3,569.70 Blair, Bill
1,056
Gray, Jeff
$2,812.80 Gray, Jeff
984
Rathmanner, Kyle
$2,027.40 Anderson, Jon
701
Anderson, Jon
$2,002.92 Morgester, Christine
615
Blair, Bill
$1,442.27 Rathmanner, Kyle
615
Cornett, Kevin
$1,025.70 Myers, Jan
527
Snider, Jason
$1,025.70 Kramer, Cassandra
442
Gifford, Troy
$937.47 Campbell, Branden
252
Griffeth, Terri
$848.27 Durre, Mike
210
Morgester, Christine
$818.88 Wolden, Julie $718.80 Wiemann, John
173
Campbell, Branden
89
Quarter to Date Numbers (as of Week 27)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Eric
4.2%
Canals, Gabriel
8.4%
Thurston, Doug
3.8%
Durre, Mike
6.1%
Cornett, Kevin
3.5%
Pratt, Jared
4.2%
Top 15 Openers Pines, Zara
QTD - 2018 Sales
Top 15 Benefit Counselors
$10,158.48 Isaacson, Stephanie
QTD Total Net Sales Credit 4,801
Brink, Don
$9,696.80 Kunkler, Karen
2,203
Bryant, Margaret
$6,831.24 Losada Monroy, Raquel
1,752
Thurston, Doug
$3,808.89 Brink, Don
1,362
Losada Monroy, Raquel
$3,569.70 Blair, Bill
1,056
Gray, Jeff
$2,812.80 Gray, Jeff
984
Rathmanner, Kyle
$2,027.40 Anderson, Jon
701
Anderson, Jon
$2,002.92 Morgester, Christine
615
Blair, Bill
$1,442.27 Rathmanner, Kyle
615
Cornett, Kevin
$1,025.70 Myers, Jan
527
Snider, Jason
$1,025.70 Kramer, Cassandra
442
Gifford, Troy
$937.47 Campbell, Branden
252
Griffeth, Terri
$848.27 Durre, Mike
210
Morgester, Christine
$818.88 Wolden, Julie
173
Campbell, Branden
$718.80 Wiemann, John
89
Year to Date Numbers (as of Week 27)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
107% Bringhurst, Angela
Alley, Mike
64.6% Bilgen, Lisa
Cornett, Kevin
Top 15 Openers
45% Canals, Gabriel
YTD - 2018 Sales
Top 15 Benefit Counselors
153.8% 72.0% 59.7%
YTD Total Net Sales Credit
Brink, Don
$418,990.46
Isaacson, Stephanie
97,429
Bringhurst, Angela
$305,899.91
Kunkler, Karen
77,303
Pines, Zara
$195,957.40
Buschman, Roxana
54,609
Thurston, Doug
$153,186.43
Leach, Susan
53,920
Bryant, Margaret
$133,894.78
Morgester, Christine
48,466
Gifford, Troy
$107,392.77
Losada Monroy, Raquel
44,786
Rathmanner, Casey
$100,411.90
Wollen, Gordon
36,415
Dickson, Brian
$92,217.96
Wolden, Julie
34,156
Shipman, Jeff
$90,084.61
Bringhurst, Braydon
29,428
Campbell, Branden
$88,512.54
Jones, Eric
27,126
Jones, Eric
$88,510.83
Griffeth, Jeff
27,046
Griffeth, Jeff
$82,958.15
Brink, Don
26,998
Waldram, Matthew
$70,555.86
Myers, Jan
26,440
Bilgen, Lisa
$69,332.13
Gifford, Troy
23,979
Day, Eric
$65,832.27
Rasmussen, Kelley
19,397
Year to Date Numbers (as of Week 27)
Top 5 Coordinators Ballweber, Theresa
WK 27 Net Sales Credits 2,871
Bryant, Margaret
765
Gray, Jeff
281
Spinuzzi, Julie
205
Gross, Lynsay
200
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 2,871
Bryant, Margaret
765
Gray, Jeff
281
Spinuzzi, Julie
205
Gross, Lynsay
200
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 128,164
Talburt, Marci
47,288
Bringhurst, Angela
31,601
Gifford, Troy
22,561
Bryant, Margaret
15,553
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
2
4%
2018 Cases 2018 Goal:
249 2018 Actual:
145
58.2% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$51,759
3% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$3,630,881
41.3%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@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