Oregon Idaho Pioneers May 8, 2018 October 6, 2016
CONGRATULATIONS, CHELSEY & MICAH!
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!
Joseph Rarick
ATTENTION DGA’s AND ADM’s! There is a specific District Development Training that will occur here at the Territory office from May 15th – 16th. This manager training will focus on three major areas: Leadership Development, Recruiting, and the Direct Sales System. As usual, lunch will be provided and class times will be from 9:00 a.m. until 5:00 p.m. Please take a moment to RSVP your attendance to Stefanie at Sjacobs2@Coloniallife.com. We look forward to seeing you there!
FROM MENTALFLOSS.COM. CONTINUED FROM LAST WEEK.
Dental PPO Kick-Start A Contest Sure to Kick-Start Sales for Individual Dental PPO! Updated: 03/09/2018
Let’s put the pedal to the metal with Colonial Life’s newest Individual Dental PPO product, launching March 26, 2018. Here are three contests for those who are ready to hit the ground running and use dental to win new accounts and revamp existing ones.
Rep Level Bonus Eligible contracts: ASR, PSR, DDM Contest duration: March 26-June 30 A $200 bonus will be awarded to the first 150 reps that generate at least $5,000 of Individual Dental PPO opener net sales premium. From these 150 reps, the rep with the highest premium during the contest period will receive an additional $2,500 bonus. Any rep that receives the $200 bonus and has more than $5,000 of Individual Dental PPO opener net sales premium at the end of the contest period will be placed in a drawing for an additional $2,500 bonus.
Unit Manager Level Eligible Contracts: ADM, PSAM Contest duration: March 26-June 30
A $500 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their unit for each of the following categories: •Annual Sales Plan <$250k •Annual Sales Plan >$250k and <$500k •Annual Sales Plan >$500k and <$750k •Annual Sales Plan >$750k
District Manager Level Eligible Contracts: DGA, PSM Contest duration: March 26-June 30 A $750 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their district for each of the following categories: •Annual Sales Plan <$750k •Annual Sales Plan >$750k and <$1.5M •Annual Sales Plan >$1.5M and <$2.5M •Annual Sales Plan >$2.5M
With any questions about qualifications, please contact David Polen at DPolen@ColonialLife.com
New Accounts FS FAB CO LLC– Branden Campbell SIMPSON PLUMBING - Stan Grimes VALLEY ROOFING - Doug Kartub OREGON TRAIL MOTORCYCLES LLC—Kelley Rasmussen INTEGRITY MACHINERY MOVING - Carrie Ray
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.
Elevate Your Impact Sales Contest The Ritz Carlton – Bachelor Gulch June 7-10, 2018
Grand prize winners will travel to Beaver Creek, CO, to experience the beauty and majesty of the Rocky Mountains. First-class accommodations and service await you at the Ritz Carlton – Bachelor Gulch. Winners will be able to walk among the Aspen trees for hiking activities, play a round at Condé Nast Traveler’s #3 “Top Western U.S. Golf Resort” and find serenity at the spa. The breathtaking mountain landscape is the backdrop for all of your experiences. Check out the contest qualifications on Propr, and make sure you Elevate Your Impact to go Rocky Mountain climbing in June!
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
$50,270.12
Canals, Gabriel
$16,645.41
Alley, Mike
$23,226.04
Rathmanner, Casey
$11,816.18
Kezele, Will
$10,567.32
Griffeth, Jeff
Top 15 Openers Grimes, Stan
Week 18 Sales
Top 15 Benefit Counselors
$11,394.87 Losada Monroy, Raquel
$8,466.00
WK 18 Net Sales Credits 6,415
Thurston, Doug
$9,998.51 Buschman, Roxana
3,397
Dickson, Brian
$9,649.18 Rasmussen, Kelley
2,727
Ray, Carrie
$7,680.48 Dickson, Brian
2,391
Bryant, Margaret
$7,323.36 Morgester, Christine
2,154
Kartub, Doug
$6,460.08 Durre, Michael
1,930
Cornett, Eric
$6,129.96 Ray, Carrie
1,636
Gifford, Troy
$4,580.66 Isaacson, Stephanie
1,470
Campbell, Branden
$3,403.92 Leach, Susan $3,369.72 Griffeth, Jeff
1,400 1,191
Canals, Gabriel
$3,330.74 Campbell, Branden $2,869.53 Gifford, Troy
Taylor, Mary
$2,190.46 Burbery, Katie
852
Day, Eric
$2,166.51 Hansen, Brian
804
Pines, Zara
$2,140.45 Herrera, Diego
452
Rasmussen, Kelley Shipman, Jeff
1,305 1,152
Quarter to Date Numbers (as of Week 18)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
61.3%
Bilgen, Lisa
77.0%
Kezele, Will
59.4%
Griffeth, Jeff
66.7%
Cornett, Kevin
52.6%
Jones, Eric
61.6%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$60,866.96 Brink, Don
10,910
Jones, Eric
$59,562.78 Losada Monroy, Raquel
10,683
Thurston, Doug
$53,318.89 Isaacson, Stephanie
10,677
Griffeth, Jeff
$34,169.28 Jones, Eric
9,588
Grimes, Stan
$31,904.97 Leach, Susan
9,585
Pines, Zara
$22,492.79 Morgester, Christine
9,430
Bryant, Margaret
$21,440.41 Buschman, Roxana
8,031
Bilgen, Lisa
$20,374.80 Rasmussen, Kelley $16,904.24 Kramer, Cassandra
7,234
$14,752.32 Griffeth, Tyson $14,544.73 Herrera, Diego
6,678
$14,263.58 Kunkler, Karen $13,740.94 Blair, Bill
5,372
$13,458.30 Griffeth, Jeff $13,377.72 Gyte, Nicholaus
4,881
Shipman, Jeff
Cornett, Eric Griffeth, Tyson Rathmanner, Casey Gifford, Troy Dickson, Brian Campbell, Branden
7,071 5,621 5,222 4,259
Year to Date Numbers (as of Week 18)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
41.9% Canals, Gabriel
48.1%
Alley, Mike
28.2% Jones, Eric
40.4%
Kezele, Will
22.3% Bringhurst, Angela
36.4%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$179,709.34
Isaacson, Stephanie
57,831
Pines, Zara
$122,802.22
Buschman, Roxana
38,745
Thurston, Doug
$113,711.48
Kunkler, Karen
36,729
Dickson, Brian
$84,036.32
Leach, Susan
33,363
Jones, Eric
$83,912.48
Losada Monroy, Raquel
27,594
Gifford, Troy
$75,537.89
Jones, Eric
22,602
Waldram, Matthew
$68,987.52
Morgester, Christine
20,847
Griffeth, Jeff
$66,789.55
Wolden, Julie
20,335
Day, Eric
$64,831.11
Griffeth, Jeff
19,589
Bringhurst, Angela
$45,927.54
Wollen, Gordon
18,967
Bilgen, Lisa
$43,994.70
Waldram, Matthew
18,640
Grimes, Stan
$43,849.62
Brink, Don
16,862
Bryant, Margaret
$38,218.86
Rasmussen, Kelley
15,113
Taylor, Thomas
$33,404.43
Gifford, Troy
13,911
Shipman, Jeff
$28,734.43
Bringhurst, Braydon
11,771
2nd Qtr Cases 2018 Goal:
37 2018 Actual:
20
54%
2018 Cases 2018 Goal:
249 2018 Actual:
83
33.3% 2nd Qtr Premium 2018 Goal:
$1,417,004 2018 Actual:
$561,831
39.6% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$1,974,040
22.4%
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