Oregon Idaho Pioneers June 6, 2017 October 6, 2016
Eloyd Harris Patrice Harris Raquel Losada Monroy Nada Owens
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Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date
$70,000 in sales premium
4 new recruits
1- $20k opener with 2 new accounts
*Q3 Start Date
$50,000 in sales premium
3 new recruits
1 - $20k opener with 2 new accounts
OR
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
Minimum Q3 year-to-date sales plan of $60,000
4 new recruits
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior:
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
4 new recruits
2 - $20k openers, each with 2 new accounts
Mountain Escape 2017 Q2 Sales Contest Your next escape plan is for the beautiful mountains of Stowe, Vermont. Reps and managers who push themselves to the top this quarter will join us for a unique summertime experience at the Stowe Mountain Lodge. Outdoor adventures, restorative spa treatments, gorgeous mountain views and alpine luxury at its finest are all to be expected on this trip. So do not wait, it's time to make your Mountain Escape! Mountain Escape Contest Stowe Mountain Lodge, Vermont August 10-13, 2017 Grand Prize: 3-Night trip for you and a guest at the Stowe Mountain Lodge in Stowe, Vermont Level 1: 200,000 prize points Level 2: 100,000 prize points
Mountain Escape 2017 Q2 Contest Qualifications Prizes Grand Prize: 3 nights at the Stowe Mountain Lodge in Stowe, Vermont, August 10-13, 2017 Level 1: 200,000 points Level 2: 100,000 points
New & Rookie Sales Representative Qualifications - Eligible Contracts: ASR, PSR, DDM Prerequisites: 4 net case counts $30,000 in weighted opener net new account sales premium Must be contracted for the first time with the company in 2016 or 2017 BQI of 75% (BQI is waived for reps in their first 6 months)
Qualifications: 2 points for every net case count 1 point for every $10,000 in weighted opener net new account sales premium
Grand Prize: Top two new & rookie sales reps with highest point total Level 1: New and rookie reps placed third through fifth with highest point total Level 2: New and rookie reps placed sixth through tenth with highest point total *Tie Breaker: Highest new account weighted opener net new account sales premium
Sales Representative Qualifications - Eligible Contracts: ASR, PSR, DDM Prerequisites:
4 net case counts $30,000 in weighted opener net new account sales premium BQI of 75%
Qualifications:
2 points for every net case count 1 point for every $10,000 in weighted opener net new account sales premium (20 points maximum)
Grand Prize: Top six sales reps with highest point total Level 1: Sales reps placed seventh through ninth with highest point total Level 2: Sales reps placed tenth through fifteenth with highest point total *Tie Breaker: Highest weighted opener net new account sales premium
Portland Class Dates June 13 Large Case Opener Forum 9 am - 3 pm
Questions? Contact Territory Instructor, Gower Talley GTalley@ColonialLife.com or 503.593.8356
Idaho Class Dates June 13 - 15 Opener Class June 27 - 28 Enroller Class
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
CACHE VALLEY MEDIA GROUP - Jeff Griffeth CITY OF MARSING - Jeff Griffeth
Week 22 Numbers
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$43,484.88
Kezele, Will
$13,548.74
Griffin, Larry
$8,235.72
Top 15 Openers
Week 22 Sales
Brink, Don
$14,704.85
Pines, Zara Anne
$14,400.83
Griffeth, Jeffrey
$6,132.98
Gifford, Troy
$3,893.30
Dickson, Brian
$3,769.89
Thurston, Doug
$3,283.66
Gendvilas, Tony
$2,711.64
Blaisdell, Jerry
$2,662.47
White, Gregory
$2,662.47
Bringhurst, Angela
$2,227.44
Kezele, Will
Griffeth, Jeffrey
$10,749.40
Campbell, Branden
$2,711.64
Taylor, Mary
$2,423.28
Top 15 Benefit Counselors
WK 22 Net Sales Credits
Isaacson, Stephanie
5,746.81
Morgester, Christine
2,651.17
Kunkler, Karen
2,048.43
Neville, Katherine
1,863.73
Brink, Don
1,860.80
Griffeth, Tyson
1,558.99
Griffeth, Jeffrey
1,162.72
Leach, Susan
1,117.31
Buschman, Roxana
815.55
Bringhurst, Angela
746.85
$2,227.40
Taylor, Mary
638.48
Isaacson, Stephanie
$2,106.24
Blair, William
572.92
Grimes, Stan
$1,819.44
Bell, Brian
456.67
Taylor, Mary
$1,588.03
Dickson, Brian
331.46
Griffeth, Terri
329.57
Snider, Jason
$779.10
Quarter to Date Numbers (as of week 22)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
142.0% Jones, Eric
177.5%
Thurston, Doug
66.1% Durre, Mike
80.2%
Cornett, Eric
65.9% Bringhurst, Angela
78.7%
Bringhurst, Steve
Top 15 Openers Thurston, Doug
QTD-2017 Sales
Top 15 Benefit Counselors
$125,598.02 Isaacson, Stephanie
QTD Net Sales Credits 26,419.60
Brink, Don
$92,738.14 Kunkler, Karen
18,897.96
Jones, Eric
$74,329.80 Morgester, Christine
18,730.19
Pines, Zara Anne
$69,697.41 Leach, Susan
15,447.11
Bryant, Margaret
$50,418.17 Buschman, Roxana
14,793.79
Bringhurst, Angela
$26,886.60 Bringhurst, Angie
12,072.52
Griffeth, Jeffrey
$25,958.29 Wollen, Gordon
10,258.85
Dickson, Brian
$25,579.95 Fierstos, Suzanna $24,642.48 Gifford, Troy
9,442.32
8,482.40
Gifford, Troy
$20,415.48 Canals, Gabriel $15,489.36 Turner, Steven
Rathmanner, Casey
$12,264.84
Durre, Mike
$11,665.56
Gendvilas, Tony
$11,250.84 Moote, Elizabeth
5,563.53
McMuldren, Matthew
$10,925.64 Durre, Michael
5,241.03
Fierstos, Suzanna Cornett, Eric
8,742.62 7,448.26
Jones, Eric
6,950.02
Griffeth, Tyson
6,836.13
Year to Date Numbers (as of Week 22)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
39.9% Jones, Eric
41.5%
Alley, Mike
24.1% Rathmanner, Casey
34.5%
Kezele, Will
22.8% Bringhurst, Angela
28.6%
Top 15 Openers
YTD - 2017 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$255,479.31 Isaacson, Stephanie
80,682.49
Thurston, Doug
$193,523.19 Morgester, Christine $137,075.34 Buschman, Roxana
43,168.36
$100,239.00 Kunkler, Karen $88,641.60 Leach, Susan
39,303.29
Pines, Zara Anne Bryant, Margaret Jones, Eric
39,804.11 34,756.24
Hansen, Brian
$76,293.41 Wollen, Gordon
24,985.12
Dickson, Brian
21,097.61
Bringhurst, Angela
$73,668.15 Gifford, Troy $44,638.20 Bringhurst, Angela
Griffeth, Jeffrey
$38,923.27 Canals, Gabriel
15,612.30
Cornett, Eric
$34,345.10 Hansen, Brian
14,896.69
Fierstos, Suzanna
$30,319.32 Jones, Eric
13,152.54
Gunness, Thomas
$26,237.91 Fierstos, Suzanna
12,828.58
Rathmanner, Casey
$23,782.47
Griffeth, Tyson
$22,839.45
Grimes, Stan
18,516.85
Pace, Stephen
9,639.85
Dickson, Brian
9,589.51
$22,557.00 Griffeth, Tyson
8,762.55
June 2017 Sun
Mon
Tue
Wed
Thu 1
Week 22
Fri
Sat
2
3
9
10
DDP DDP (Lake (Lake Oswego) Oswego)
4
Week 23
5
6
7
8
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
11
Week 24
12
Call Clinic 8 - 12 NOON
13
14
15
16
17
Idaho Opener Class
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
18
Week 25
19
Large Case Opener Forum (Lake Oswego)
Call Clinic 8 - 12 NOON
20
21
22
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
25
Week 26
26
23
Call Clinic 8 - 12 NOON
27
28
29
30
Idaho Enroller Class
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Call Clinic 8 - 12 NOON
24
July 2017 Sun
Mon
Tue
Wed
Thu
Fri 1
Week 27
2
Week 28
3
4
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
9
Week 29
Sat
10
5
6
7
8
Territory Wide Race Event Territory Office Closed
Call Clinic 8 - 12 NOON
11
12
13
14
15
Direct Marketing Training
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
16
Week 30
17
Call Clinic 8 - 12 NOON
18
19
20
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
23
Week 31
24
30
Week 32
31 AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
22
Call Clinic 8 - 12 NOON
25 AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
21
26
27
28
Harmony Training
Call Clinic 8 - 12 NOON
29
2nd Qtr Case 2017 Goal:
44 2017 Actual:
24
55% 2017 Cases 2017 Goal:
259 2017 Actual:
58
22% 2nd Qtr Premium 2017 Goal:
$1,378,003 2017 Actual:
$767,100
56% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$1,773,776
22%
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
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550