Oregon Idaho Pioneers May 5, 2020 October 6, 2016
FULL FIELD ELIGIBLE--SALES TRAINING SURVEY WIN GIFT CARDS AND MLC LEADERBOARD POINTS! Sales Training is measuring how well we stack up to national training standards. So, who better to ask than you, our learners? Respond to the Sales Training Full Field Survey anytime from May 4-15 to earn 1,000 points towards the May MLC Leaderboard* and be entered to win one of three $50 e-gift cards. Respond by 11:59 p.m. EST on May 8 to also be entered to win a $100 early bird e-gift card. To take the survey, simply log on to MLC from May 4 - 15 and follow the instructions in the pop-up menu. The survey will take no longer than ten minutes. *1,000 MLC Leaderboard points will be given to anyone who completes the Sales Training Full Field Survey. The highest scoring agent and manager for May will each win a $100 gift card. If there is a tie in either category, the winner will be determined by a random drawing. The MLC Leaderboard resets monthly, ending at 11:59 p.m. EST on the last day of the month. Participants may only win once. Training modules must be completed in the current month to be eligible to win the Leaderboard Contest.
Jeffrey Cranfield Melissa Coyle Lee Duplex
New Cases Opened This Week: Kate Beck Don Brink Margaret Bryant
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 18)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$244,590.34
Canals, Gabriel
$11,466.90
Rathmanner, Casey
$9,165.42
Snider, Jason
$4,515.24
Cornett, Eric
$9,013.44
Weiland, Abigail
$4,487.55
Top 15 Openers Brink, Don
Week 18 Sales
Top 15 Benefit Counselors
$219,154.66 Isaacson, Stephanie
WK 18 Net Sales Credits 12,283
Beck, Kate
$5,712.12 Wolden, Julie
9,166
Snider, Jason
$4,515.24 Kunkler, Karen
7,532
Bryant, Margaret
$4,409.91 Losada Monroy, Raquel
7,210
McGill, Nate
$4,005.00 Leach, Susan
6,037
Perry, Diane
$3,748.44 Miller, Tricia
3,453
Campbell, Branden
$2,839.80 DuPriest, Kathy
2,681
Day, Terra
$2,645.40 Durre, Mike
2,122
Parsons, Brad
$1,449.24 Gifford, Troy
1,957
Bilgen, Lisa
$964.17 Snider, Jason
1,423
Taylor, Todd
$456.05 Peterson, Kimberly
1,381
Durre, Mike
$449.04 Lane, Michael
1,315
Wollen, Gordon
$429.96 Morgester, Christine
1,265
Gifford, Troy
$417.54 Ford, Brook
1,093
Griffeth, Jeff
$417.54 Beck, Kate
1,000
Quarter to Date Numbers (as of Week 18)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
43.3%
Weiland, Abigail
24.2%
Maxwell, Denise
27.3%
Ray, Carrie
19.5%
Rathmanner, Casey
27.0%
Fleener, Lois
18.2%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$333,250.37 Isaacson, Stephanie
QTD Total Net Sales Credit 19,867
Ford, Brook
$11,444.64 Kunkler, Karen
14,868
McGill, Nate
$11,311.32 Miller, Tricia
12,899
Campbell, Branden
$11,253.36 Wolden, Julie
12,686
Bryant, Margaret
$10,628.93 Leach, Susan
9,120
Fleener, Lois
$9,449.82 Losada Monroy, Raquel
8,962
Bilgen, Lisa
$7,123.47 Brink, Don
8,897
Ray, Carrie
$6,082.98 Gifford, Troy $6,040.64 DuPriest, Kathy
5,417
4,082
Beck, Kate
$5,848.02 Buschman, Roxana $5,694.84 Ford, Brook
Meyers, Christopher
$5,207.76 Fleener, Lois
3,243
Pines, Zara
$4,324.29 Morgester, Christine
3,032
Snider, Jason
$3,998.28 Lane, Michael
2,910
Griffeth, Jeff
$3,860.76 Peterson, Kimberly
2,304
Shipman, Jeff
Thurston, Derek
5,318 3,889
Year to Date Numbers (as of Week 18)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
40.9% Bilgen, Lisa
56.1%
Thurston, Doug
24.1% Gifford, Troy
25.7%
Maxwell, Denise
18.1% Ray, Carrie
23.6%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$521,711.98
Isaacson, Stephanie
87,490
Bryant, Margaret
$266,124.36
Kunkler, Karen
57,010
Bilgen, Lisa
$206,429.94
Losada Monroy, Raquel
52,040
Gifford, Troy
$48,930.61
DuPriest, Kathy
23,951
Bringhurst, Angela
$42,206.31
Brink, Don
23,116
Thurston, Derek
$33,263.16
Wollen, Gordon
23,075
Ray, Carrie
$31,217.01
Buschman, Roxana
22,632
Pines, Zara
$31,193.15
Leach, Susan
20,012
Campbell, Branden
$30,294.00
Gifford, Troy
19,626
Ballweber, Theresa
$25,874.53
Wolden, Julie
18,906
Harris, Leslie
$22,296.51
Peterson, Kimberly
18,272
Hayes, Shawn
$22,104.60
Ford, Brook
14,674
Bowley, Alyssa
$21,907.17
Taylor, Todd
14,152
Taylor, Mary
$21,617.68
Parsons, Kate
13,965
Fulton, David
$20,946.64
Miller, Tricia
13,410
Year to Date Numbers (as of Week 18)
Top 5 Coordinators Ballweber, Theresa Talburt, Marci
WK 18 Net Sales Credits 23,592.2 1,369.0
Bryant, Margaret
421.7
Gross, Lynsay
122.4
Gifford, Troy
Top 5 Coordinators Ballweber, Theresa
83.5
QTD Total Net Sales Credit 37,788
Talburt, Marci
4,814
Bryant, Margaret
2,798
Buschman, Roxana
2,011
Gross, Lynsay
1,952
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
89,784
Bryant, Margaret
46,580
Talburt, Marci
28,284
Gifford, Troy
7,344
Gross, Lynsay
6,927
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
12
12.6%
2020 Cases 2020 Goal:
435 2020 Actual:
51
11.7% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$595,973
26.7% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$2,445,093
21.6%
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
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550