Oregon Idaho Pioneers May 22, 2018 October 6, 2016
Chelsey is going on Maternity Leave (soon)! The big day will soon be here, so please contact Chelsey with any questions or concerns, before she leaves in a couple of weeks. CDorr@ColonialLife.com Chelsey, we wish you all the best, and we can’t wait to meet the newest member of the Colonial Life Family!
Kari Metcalfe Jeffrey Bennett Hillary Majors John Wiemann 5 Unexpected Networking Sources for Finding Talent If you keep your ears and eyes open, maintain a rich and varied network, and of course conduct yourself with integrity and professionalism, you may be surprised at how others can help you in recruiting fresh talent – when you least expect it. Here are five examples:
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SAVE THE DATE... OREGON/IDAHO TERRITORY Summer Picnics Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018 More information coming soon. See you there!
New Accounts SALEM AUTO BODY & PAINT WORKS - Lisa Bilgen/Garry Weiner OPUS CREATIVE GROUP INC - Don Brink NOTUS PARMA HIGHWAY DISTRICT - Jeff Griffeth AEROLEDS - Eric Jones JO'S CLEANING SERVICE - Jan Myers WASHINGTON STATE CROP - Jacob Patrick
May Classes Opener Class May 8 – 10 9 am – 5 pm Enroller Class May 24 - 25 9 am – 5 pm
June Classes Opener Class (IDAHO) June 12 - 14 9 am – 5 pm Enroller Class (IDAHO) June 26 - 27 9 am – 5 pm
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 20)
WTD Top ADM’s
WTD Top DGA’s Bringhurst, Steve
$63,233.88
Bringhurst, Angela
Thurston, Doug
$28,975.28
Rathmanner, Casey
$9,178.52
Alley, Mike
$20,142.88
Griffeth, Jeff
$8,257.32
Top 15 Openers Bringhurst, Angela
Week 20 Sales
Top 15 Benefit Counselors
$59,593.68 Kunkler, Karen
$59,941.32
WK 20 Net Sales Credits 3,455
Rathmanner, Casey
$8,319.35 Bringhurst, Braydon
3,263
Pines, Zara
$8,083.08 Rathmanner, Casey
2,840
Brink, Don
$7,753.91 Snyder, Starla
2,588
Bilgen, Lisa
$5,062.44 Bringhurst, Angela
2,333
Bryant, Margaret
$4,882.05 Isaacson, Stephanie
2,311
Patrick, Jacob
$4,518.60 Carney, Susan
2,270
Griffeth, Jeff
$3,428.75 Myers, Jan
2,150
Taylor, Thomas
1,963
Weiner, Garry
$3,368.31 Wolden, Julie $3,248.04 Buschman, Roxana
Gray, Jeff
$3,192.72 Pratt, Jared
1,582
Myers, Jan
$3,044.30 Burbery, Katie
1,332
Taylor, Mary
$2,968.99 Losada Monroy, Raquel
1,234
Fleener, Lois
$2,332.89 Gray, Jeff
1,117
Kartub, Doug
$2,256.24 Fleener, Lois
1,089
1,639
Quarter to Date Numbers (as of Week 20)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
80.3%
Bringhurst, Angela
142.6%
Bringhurst, Steve
77.8%
Bilgen, Lisa
110.5%
Kezele, Will
72.2%
Griffeth, Jeff
81.2%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Bringhurst, Angela
$61,811.76 Losada Monroy, Raquel
14,043
Thurston, Doug
$54,621.16 Brink, Don
13,760
Jones, Eric
$53,130.66 Isaacson, Stephanie
13,602
Brink, Don
$49,598.77 Kunkler, Karen
12,144
Griffeth, Jeff
$38,582.59 Leach, Susan
10,036
Pines, Zara
$35,142.53 Jones, Eric
10,020
Bryant, Margaret
$31,665.55 Buschman, Roxana
9,505
Grimes, Stan
$31,455.93 Morgester, Christine
8,976
Bilgen, Lisa
$25,437.24 Kramer, Cassandra
8,091
Kartub, Doug
$22,652.88 Rasmussen, Kelley
7,885
Rathmanner, Casey
$22,116.62 Griffeth, Tyson
7,562
Cornett, Eric
$20,976.36 Wolden, Julie
7,020
Gifford, Troy
$20,498.08 Gifford, Troy
6,752
Griffeth, Tyson
$17,307.84 Griffeth, Jeff
6,243
Dickson, Brian
$15,354.60 Bringhurst, Braydon
5,973
Year to Date Numbers (as of Week 20)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
55.9% Bringhurst, Angela
64.5%
Alley, Mike
31.9% Canals, Gabriel
48.6%
Kezele, Will
24.2% Bilgen, Lisa
41.6%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$196,694.82
Isaacson, Stephanie
60,756
Pines, Zara
$131,738.23
Kunkler, Karen
43,501
Thurston, Doug
$115,219.19
Buschman, Roxana
40,219
Bringhurst, Angela
$105,991.02
Leach, Susan
33,815
Dickson, Brian
$85,606.82
Losada Monroy, Raquel
30,953
Jones, Eric
$85,149.56
Wolden, Julie
23,345
Gifford, Troy
$82,259.75
Jones, Eric
23,034
Griffeth, Jeff
$71,185.22
Griffeth, Jeff
20,951
Waldram, Matthew
$68,987.52
Morgester, Christine
20,394
Day, Eric
$64,702.47
Brink, Don
19,713
Bryant, Margaret
$51,096.39
Wollen, Gordon
19,299
Bilgen, Lisa
$49,057.14
Waldram, Matthew
18,640
Grimes, Stan
$43,400.58
Gifford, Troy
16,438
Taylor, Thomas
$36,772.74
Rasmussen, Kelley
15,765
Kartub, Doug
$30,725.64
Bringhurst, Braydon
15,198
2nd Qtr Cases 2018 Goal:
37 2018 Actual:
32
86.4%
2018 Cases 2018 Goal:
249 2018 Actual:
95
38.1% 2nd Qtr Premium 2018 Goal:
$1,417,004 2018 Actual:
$781,657
55.1% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$2,193,866
24.9%
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