Oregon Idaho Pioneers March 11, 2020 October 6, 2016
Jamie Young Joyce Carlson Laurie Hansen Cheryl Young Matt Minahan
New Cases Opened This Week: Don Brink Troy Gifford
Next step: If you don’t get the answers you need, refer to the Quality Portfolio Management Playbook for detailed next steps.
Career Fair with RC Shannon Macinnes and DGA Jared Pratt
"Nothing is impossible; the word itself says 'I'm possible!'" -Audrey Hepburn
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 10)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$66,536.58
Canals, Gabriel
Alley, Mike
$10,143.06
Gifford, Troy
$5,580.48
Kezele, Will
$5,580.48
Hillier, Erik
$4,878.60
Top 15 Openers Day, Eric
Week 10 Sales
Top 15 Benefit Counselors
$12,445.08 Losada Monroy, Raquel
$18,765.00
WK 10 Net Sales Credits 5,057
Bryant, Margaret
$6,592.81 Kunkler, Karen
3,468
Gifford, Troy
$4,930.47 Brink, Don
2,605
Hillier, Erik
$4,878.60 Gifford, Troy
2,218
Parsons, Kate
$2,127.96 Peterson, Kimberly
1,838
Wilson, Wade
$1,797.60 Hillier, Erik
1,708
Rathmanner, Casey
$1,788.81 Bryant, Margaret $1,751.49 Leach, Susan
1,666 1,010
Taylor, Mary
$1,565.22 Parsons, Kate $1,356.60 Buschman, Roxana
Boutwell, Gladys
$1,345.56 Taylor, Todd
588
Bringhurst, Angela
$1,284.90 Bringhurst, Angela $1,259.88 Wollen, Gordon
544
$1,050.31 Morgester, Christine $1,008.84 Taylor, Mary
509
Canals, Gabriel Taylor, Todd
Ballweber, Theresa Pines, Zara Wollen, Gordon
1,118 938
515 434
Quarter to Date Numbers (as of Week 10)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
113.6%
Bilgen, Lisa
195.4%
Kezele, Will
82.6%
Gifford, Troy
147.7%
Thurston, Doug
75.0%
Bowley, Alyssa
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
86.1%
QTD Total Net Sales Credit
Bryant, Margaret
$242,531.33 Isaacson, Stephanie
58,223
Bilgen, Lisa
$191,838.18 Kunkler, Karen
35,870
Brink, Don
$137,394.71 Otis, Natasha
29,945
Gifford, Troy
$40,593.89 Losada Monroy, Raquel
26,273
Ford, Brook
$37,578.48 Wollen, Gordon
22,733
Bringhurst, Angela
$28,418.64 Buschman, Roxana
16,466
Thurston, Derek
$21,634.68 Taylor, Todd
12,803
Pines, Zara
$19,080.81 Ford-Pritchett, Brook $18,921.85 Gifford, Troy
11,732
Ballweber, Theresa
10,886
Harris, Leslie
$17,738.19 Parsons, Kate $16,493.46 DuPriest, Kathy
Day, Eric
$16,033.32 Wolf, Bennett
9,585
Fulton, David
$15,106.05 Brink, Don
8,525
Taylor, Mary
$14,931.22 Leach, Susan
8,232
Wollen, Gordon
$12,226.08 Peterson, Kimberly
7,202
Bowley, Alyssa
10,747 10,183
Year to Date Numbers (as of Week 10)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
18.1% Bilgen, Lisa
50.0%
Thurston, Doug
12.9% Gifford, Troy
18.8%
Maxwell, Denise
11.7% Bowley, Alyssa
10.8%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Bryant, Margaret
$240,500.55
Isaacson, Stephanie
58,223
Bilgen, Lisa
$191,708.04
Kunkler, Karen
35,870
Brink, Don
$129,171.50
Otis, Natasha
29,945
Gifford, Troy
$40,593.89
Losada Monroy, Raquel
26,273
Bringhurst, Angela
$28,418.64
Wollen, Gordon
22,733
Pines, Zara
$19,051.37
Buschman, Roxana
16,466
Ballweber, Theresa
$18,921.85
Taylor, Todd
12,803
Thurston, Derek
$18,568.83
Ford-Pritchett, Brook
11,732
Bowley, Alyssa
$17,738.19
Gifford, Troy
10,886
Harris, Leslie
$16,493.46
Parsons, Kate
10,747
Day, Eric
$15,847.56
DuPriest, Kathy
10,183
Fulton, David
$15,106.05
Wolf, Bennett
9,585
Taylor, Mary
$14,931.22
Brink, Don
8,525
Wollen, Gordon
$12,226.08
Leach, Susan
8,232
Campbell, Branden
$12,038.76
Peterson, Kimberly
7,202
Year to Date Numbers (as of Week 10)
Top 5 Coordinators
WK 10 Net Sales Credits
Buschman, Roxana
582
Bryant, Margaret
511
Hillier, Erik
488
Gifford, Troy
482
Ballweber, Theresa
419
Top 5 Coordinators
QTD Total Net Sales Credit
Bryant, Margaret
42,749
Ballweber, Theresa
36,003
Talburt, Marci
11,423
Gifford, Troy
4,777
Gross, Lynsay
4,202
Top 5 Coordinators
YTD Total Net Sales Credit
Bryant, Margaret
42,749
Ballweber, Theresa
36,003
Talburt, Marci
11,423
Gifford, Troy
4,777
Gross, Lynsay
4,202
1st Qtr Cases 2020 Goal:
70 2020 Actual:
28
40%
2020 Cases 2020 Goal:
435 2020 Actual:
28
6.4% 1st Qtr Premium 2020 Goal:
$1,997,002 2020 Actual:
$1,406,878
70.4% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$1,406,878
12.4%
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