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