Oregon Idaho Pioneers July 28, 2020 October 6, 2016
Travis McGray
New Cases Opened This Week: Tim Camarata Hugo Granja Flores Brenda Gurney
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!
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 30)
WTD Top ADM’s
WTD Top DGA’s Jones, Eric
$30,667.20
Timothy, Nikki
Thurston, Doug
$25,678.32
Bilgen, Lisa
$7,427.76
Alley, Mike
$14,023.32
Ray, Carrie
$6,595.56
Top 15 Openers Gurney, Brenda
Week 30 Sales
Top 15 Benefit Counselors
$22,871.67 Gurney, Brenda
$30,667.20
WK 30 Net Sales Credits 8,005
Brink, Don
$7,793.03 Losada Monroy, Raquel
2,889
Pines, Zara
$7,083.12 Camarata, Tim
2,188
Bilgen, Lisa
$6,820.26 Brink, Don
1,531
Camarata, Tim
$6,250.80 Kunkler, Karen
1,395
Snider, Jason
$2,818.68 Peterson, Kimberly
1,380
Perry, Diane
$2,634.72 Wolden, Julie
1,227
Canals, Gabriel
$2,366.58 Granja Flores, Hugo
1,198
Bringhurst, Angela
$2,018.28 DuPriest, Kathy
876
Granja Flores, Hugo
$2,005.83 Snider, Jason
714
Ford, Brook
$1,947.84 Eaton, Paul
417
Bryant, Margaret
$1,546.17 Fleener, Lois
410
Ray, Carrie
$1,416.81 Durre, Mike
315
Campbell, Branden
$1,036.92 Bryant, Margaret
313
Durre, Mike
$900.00 Buschman, Roxana
277
Quarter to Date Numbers (as of Week 30)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Jones, Eric
46.4%
Timothy, Nikki
95.3%
Cornett, Kevin
22.0%
Ray, Carrie
27.3%
Alley, Mike
20.0%
Daniels, Joel
22.0%
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$85,471.02 Gurney, Brenda
13,581
Gurney, Brenda
$46,597.92 Losada Monroy, Raquel
12,503
Pines, Zara
$30,888.90 Brink, Don
8,174
Bilgen, Lisa
$11,303.16 Isaacson, Stephanie
7,928
Camarata, Tim
$10,583.52 Kunkler, Karen
7,167
Ray, Carrie
$8,151.33 Camarata, Tim
3,450
Ford, Brook
$6,572.40 DuPriest, Kathy
3,238
Fogelquist, Jeffrey
$5,488.80 Fowler, Deana $5,350.64 Buschman, Roxana
3,210
Bryant, Margaret
3,039
2,494
Bringhurst, Angela
$5,330.94 Wolden, Julie $5,217.12 Fogelquist, Jeffrey
Canals, Gabriel
$4,655.16 Peterson, Kimberly
1,688
Campbell, Branden
$3,901.20 Fleener, Lois
1,571
Durre, Mike
$3,109.32 Morgester, Christine
1,427
Ballweber, Theresa
$2,923.47 Campbell, Branden
1,333
Taylor, Mary
1,921
Year to Date Numbers (as of Week 30)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
54.0%
Bilgen, Lisa
61.7%
Thurston, Doug
37.6%
Ray, Carrie
40.1%
Maxwell, Denise
28.0%
Timothy, Nikki
32.7%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$887,942.14
Isaacson, Stephanie
117,375
Bryant, Margaret
$320,460.96
Kunkler, Karen
94,740
Bilgen, Lisa
$223,900.41
Losada Monroy, Raquel
73,986
Campbell, Branden
$78,147.60
Brink, Don
50,437
Pines, Zara
$68,834.73
DuPriest, Kathy
41,122
Bringhurst, Angela
$58,804.23
Leach, Susan
31,753
Ray, Carrie
$58,243.06
Buschman, Roxana
27,858
Taylor, Mary
$56,819.36
Wollen, Gordon
26,164
Boutwell, Gladys
$56,800.08
Wolden, Julie
25,189
Morgester, Christine
23,833
Gifford, Troy
$55,432.18
Shipman, Jeff
$49,066.00
Gifford, Troy
23,521
Gurney, Brenda
$40,965.99
Peterson, Kimberly
22,156
Thurston, Derek
$36,997.11
Ford, Brook
21,883
Ballweber, Theresa
$33,598.33
Fleener, Lois
17,774
Durre, Mike
$27,791.76
Taylor, Todd
16,514
Year to Date Numbers (as of Week 30) Top 5 Coordinators
WK 30 Net Sales Credits
Gurney, Brenda
2,287
Ballweber, Theresa
2,126
Talburt, Marci
1,331
Gross, Lynsay
952
Bringhurst, Angela
221
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
13,797
Gurney, Brenda
3,880
Talburt, Marci
3,166
Gross, Lynsay
2,217
Taylor, Stacie
901
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 152,505
Bryant, Margaret
52,821
Talburt, Marci
43,586
Gross, Lynsay
12,289
Taylor, Stacie
9,290
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
9
9.4%
2020 Cases 2020 Goal:
435 2020 Actual:
83
19% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$337,606
13.3% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,660,080
32.3%
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
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550