Newsletter November 13, 2018

Oregon Idaho Pioneers Nov. 13, 2018 October 6, 2016

FUN AND EXCITEMENT AT THE TERRITORY OFFICE...

GOWER, THANK YOU FOR YOUR SERVICE!!!

AND THANK YOU TO DIANA MCPHERSON, NORTHWEST REGIONAL PLANNING MANAGER, FOR VISITING US THIS WEEK!

Opener/Benefit Counselor Class Changes Pioneers, as Eric stated in an email last week, changes are coming to Training Classes. Here are some key points to keep in mind:

Opener Class Class will run from 8 – 5 and we will provide lunch. Students must be on time and attend all three days.

•

Agents must be contracted (or be licensed and have completed a contracting link) to attend.

•

We ask that new agents come to class with a scrubbed list of 25 leads so that we can conduct a

brief (30 Minute) call clinic on day one of class.

•

We also ask that new agents work up a specific list of 5 DM presentation opportunities (dates and

times) •

New Agents will do three full DM Roll plays. The objective is that each new agent will be ready to

conduct an entry level small group direct presentation as soon as they leave day three.

•

We will have a pre-work exercise (the ordered pairs exercise) where each new agent and their

manager go through the types of problems that they might uncover in discovery – and the types of solutions we might offer.

•

Each new agent must come to class with their signed Opener GPS after reviewing it with their

manager.

Enroller Class Class will run from 8 – 5 and we will provide lunch. Students must be on time and attend both days.

• Agents must be contracted to attend. This is non-negotiable for the BC class – because each agent must have Harmony Audition Access for the class.

•       

Agents MUST complete the following Individual product mastery tests: Accident Critical Illness Disability Cancer Dental Bridge Life…Term and Whole

•

Agents should have shadowed (seen) at least one enrollment before class.

• Agents will enroll individual products during day one. On day two they will conduct 2 full enrollments. The objective is that each BC will be ready to conduct an entry level enrollment the moment they walk out of class •

Agents must come to class with a signed BC GPS after reviewing it with their manager.

SAVE THE DATE LAUNCH DAY 2019 (FORMERLY TKO) MONDAY, JANUARY 14, 2019

MORE DETAILS TO FOLLOW

This Week’s New Cases Opened by:

Don Brink Branden Campbell (3 cases) Gabriel Canals

Hugo Granja Flores Eric Jones (2 cases) Julie Wolden

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 45)

WTD Top DGA’s Thurston, Doug

WTD Top ADM’s

$167,668.60

Canals, Gabriel

$33,907.41

Alley, Mike

$26,292.56

Rathmanner, Casey

$19,959.03

Kezele, Will

$16,827.12

Griffeth, Jeff

$16,827.12

Top 15 Openers

Week 45 Sales

Top 15 Benefit Counselors

WK 45 Net Sales Credits

Brink, Don

$60,947.66 Losada Monroy, Raquel

Campbell, Branden

$47,391.27 Parsons, Katherine

6,611

Canals, Gabriel

$25,466.61 Brink, Don

4,942

Cornett, Kevin

$13,398.12 Pratt, Jared

4,619

Granja Flores, Hugo

$13,130.76 Granja Flores, Hugo

4,596

Gifford, Troy

$10,176.59 Morgester, Christine

3,349

12,579

$9,855.00 Gifford, Troy $8,435.31 Harms, Daniel

3,265 2,624

Thurston, Doug

$7,260.72 Griffeth, Jeff $7,102.02 Wolden, Julie

Griffeth, Jeff

$6,509.38 Husen, Kayla

2,202

Corl-Weiland, Kerri

$4,127.51 Jones, Eric $3,305.52 Campbell, Branden

1,861

$2,890.82 Wollen, Gordon $2,518.71 Kramer, Cassandra

1,467

Jones, Eric Losada Monroy, Raquel Wolden, Julie

Bringhurst, Angela Bryant, Margaret Taylor, Thomas

2,928 2,371

1,850 1,401

Quarter to Date Numbers (as of Week 45)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

41.5%

Rathmanner, Casey

83.9%

Thurston, Doug

24.7%

Rasmussen, Kelley

76.3%

Bringhurst, Steve

23.7%

Canals, Gabriel

66.6%

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Brink, Don

$192,394.17 Isaacson, Stephanie

33,715

Thurston, Doug

$130,389.12 Losada Monroy, Raquel

25,693

Bryant, Margaret

$77,287.25 Buschman, Roxana

18,113

Rasmussen, Kelley

$52,066.05 Granja Flores, Hugo

16,330

Campbell, Branden

$47,145.00 Brink, Don

12,229

Canals, Gabriel

$30,449.49 Griffeth, Jeff

11,278

Maxwell, Denise

$30,382.51 Wolden, Julie

10,110

Griffeth, Jeff

$28,111.03 Leach, Susan $28,033.50 Kunkler, Karen

10,034

Cornett, Kevin

Granja Flores, Hugo Ford, Brook Gifford, Troy Losada Monroy, Raquel

Pines, Zara Ray, Carrie

$22,475.34 Pratt, Jared $21,716.10 Wollen, Gordon

8,665

8,611 7,995

$21,259.12 Peterson, Kimberly $19,764.00 Kramer, Cassandra

7,670

$19,173.27 Gifford, Troy $16,932.34 Parsons, Katherine

7,389

7,517 6,862

Year to Date Numbers (as of Week 45)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

134.7% Bringhurst, Angela

175.6%

Bringhurst, Steve

132.5% Rathmanner, Casey

160.3%

Cornett, Kevin

Top 15 Openers

68.9% Canals, Gabriel

YTD - 2018 Sales

Top 15 Benefit Counselors

106.9%

YTD Total Net Sales Credit

Brink, Don

$871,879.67

Isaacson, Stephanie

208,993

Pines, Zara

$368,144.06

Kunkler, Karen

115,199

Thurston, Doug

$365,540.55

Losada Monroy, Raquel

98,239

Bryant, Margaret

$346,398.59

Buschman, Roxana

89,842

Campbell, Branden

$336,709.20

Morgester, Christine

85,211

Bringhurst, Angela

$336,216.96

Leach, Susan

80,850

Rasmussen, Kelley

$191,730.81

Wolden, Julie

77,070

Rathmanner, Casey

$152,152.99

Wollen, Gordon

70,233

Gifford, Troy

$146,679.27

Griffeth, Jeff

68,842

Griffeth, Jeff

$138,270.19

Gifford, Troy

55,040

Jones, Eric

$113,924.30

Brink, Don

53,117

Wolden, Julie

$107,754.82

Myers, Jan

43,244

Dickson, Brian

$102,311.60

Kramer, Cassandra

41,271

Shipman, Jeff

$98,056.64

Jones, Eric

38,030

Ray, Carrie

$97,640.70

Fleener, Lois

37,206

Year to Date Numbers (as of Week 45)

Top 5 Coordinators Ballweber, Theresa

WK 45 Net Sales Credits 17,360

Talburt, Marci

2,204

Gifford, Troy

1,683

Parsons, Katherine

1,340

Jones, Eric

1,143

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

54,098

Talburt, Marci

15,351

Gross, Lynsay

6,635

Bryant, Margaret

6,513

Gifford, Troy

5,427

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 273,913

Talburt, Marci

95,929

Gifford, Troy

39,594

Bryant, Margaret

39,026

Bringhurst, Angela

35,391

4th Qtr Cases 2018 Goal:

138 2018 Actual:

40

28.9%

2018 Cases 2018 Goal:

249 2018 Actual:

248

99.5%

4th Qtr Premium 2018 Goal:

$4,543,998 2018 Actual:

$1,005,207

22.1% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$6,799,590

77.3%

THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Natalie Rhea Territory Recruiter 503.416.0553 (office) 503.277.9969 (cell) Natalie.R@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