Oregon Idaho Pioneers November 1, 2017 October 6, 2016
All Hands-on Deck Pirates...Thanks for participating!
Eric Weiland, Jeff Shipman, Chelsey Dorr, Mike Alley, Gower Trevor Schiefelbein, Nick Gyte, Angie Bringhurst, Steve Talley, Patty Schulz, Kimberlee Scotese, Stefanie Jacobs, Bringhurst, Liz Moot, Eric Jones Wendy Herrmann Scratch-It Ticket Winners
Movie Gift Card Winners
Larry Griffin
Angie Bringhurst
Steve Bringhurst
Eric Jones
Angie Bringhurst
Liz Moote
Eric Jones
Patty Schulz
Liz Moote Wendy Herrmann Patty Schulz Mike Alley Jeff Shipman Kimberlee Scotese Lisa Bilgen Doug Kartub
Casey Rathmanner
TOP 3 ASR’S
Head to Head DGA’S
1st Prize of $75 ...Patty Schulz of the Wendy Herrmann District
Winners of $50 Colonial Life Swag Gift Certificates
2nd Prize of $50...Lisa Bilgen of the Mike Alley District 3rd Prize of $25...Liz Moote of the Steve Bringhurst District
Steve Bringhurst team
Larry Griffin team Doug Thurston team Mike Alley team
Jeff Shipman Kimberlee Scotese Lisa Bilgen Doug Kartub
CONGRATULATIONS TO THE MIKE ALLEY TEAM WINNER OF $250 FOR YOUR NEXT CAREER FAIR!!!
New Accounts Jon’s Auto LLC—William Blair Exceed Enterprises, Inc—Don Brink Synergy Restoration & Construction—Margaret Bryant Prestige Concrete—Brian Dickson Atlas Hard Cider Co—Deana Fowler Ecoshuttle—Zara Pines Herbert Malarkey Roofing Co—Zara Pines Service Master Restore—Trevor Schiefelbein
MARKETING ON DEMAND
Announcing an exciting new way to customize and order high-quality education and enrollment materials with your clients' details and your contact information. Create booklets, fliers and posters. Add the company name, logo and other personalized information. Click HERE to start creating your personalized marketing materials.
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
WORLD SERIES GAME 7 FUN FACTS
There have been 37 winner-take-all World Series Game 7s. The National League has the edge over the American League in Game 7s, having won 23, and five of the past six, dating back to 1997. Cubs-Indians was just the second World Series Game 7 played in November. The other was in 2001, when the Diamondbacks defeated the Yankees.
Week to Date Numbers (as of Week 43)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$217,157
Maxwell, Denise Kezele, William
Top 15 Openers Pines, Zara
Ford, Mary Brook
$21,758
$34,249
Griffeth, Jeff
$20,084
$20,410
Taylor, Mary
$7,373
Week 43 Sales
Top 15 Benefit Counselors
WK 43 Net Sales Credits
$136,969
Isaacson, Stephanie
22,963.28
Thurston, Doug
$19,702
Morgester, Christine
10,594.15
Bryant, Margaret
$16,883
Buschman, Roxana
8,044.90
Brink, Don
$15,302
Morrison, Robert
7,952.46
Tandrow, Tara
$12,255
Kezele, Virginia
3,805.52
Ford, Mary Brook
$8,701
Losada Monroy, Raquel
3,507.57
Dickson, Brian
$8,067
Kunkler, Karen
3,431.01
Maxwell, Denise
$8,045
Griffeth, Tyson
3,024.84
Taylor, Mary
$7,388
Wollen, Gordon
2,883.04
Griffeth, Jeff
$6,972
Wolden, Julie
2,699.58
Grimes, Stanley
$5,180
Gifford, Troy
2,673.35
Gifford, Troy
$4,371
Croasmun, Anthony
2,665.06
Cornett, Eric
$4,335
Sparks, Jonathan
2,337.60
Waldram, Matthew
$4,167
Taylor, Cearstin
1,776.09
Griffeth, Terri
$4,140
Griffeth, Jeff
1,704.23
Quarter to Date Numbers (as of Week 43)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
27.2%
Hillier, Erik
47.5%
Alley, Mike
26.4%
Rathmanner, Casey
41.1%
Kezele, William
26.1%
Canals, Gabriel
33.4%
Top 15 Openers
QTD - 2017 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Pines, Zara
$237,509.07 Isaacson, Stephanie
42,472.23
Brink, Don
$96,487.39 Morgester, Christine
15,273.45
Thurston, Doug
$61,141.20 Morrison, Robert
13,290.19
McMuldren, Matthew
$30,717.00 Buschman, Roxana
12,917.36
Griffeth, Jeff
$29,236.44 Kunkler, Karen
12,080.03
Bryant, Margaret
$28,869.73 McMuldren, Matthew
10,013.76
Bilgen, Lisa
$24,219.24 Wollen, Gordon
9,171.82
Grimes, Stanley
$23,598.72 Leach, Susan
9,125.35
Gifford, Troy
9,024.97
Ford, Mary Brook
$22,050.06 Griffeth, Jeff $20,161.35 Blair, William
Maxwell, Denise
$15,330.39 Kezele, Virginia
5,700.23
Tandrow, Tara
5,495.96
Dickson, Brian
$15,136.98 Ford, Mary Brook $12,881.97 Losada Monroy, Raquel
Bartholomew, Rhonda
$11,080.24 Wolden, Julie
5,080.19
$9,905.52 Gifford, Troy
4,960.62
Bringhurst, Angela
6,076.11
5,468.11
Year to Date Numbers (as of Week 43)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
121.0% Rathmanner, Casey
170.7%
Bringhurst, Steve
88.2% Canals, Gabriel
83.7%
Thurston, Doug
57.2% Jones, Eric W
77.8%
Top 15 Openers
YTD - 2017 Sales
Brink, Don
$665,088.28
Pines, Zara
$460,155.80
Thurston, Doug
$422,153.16
Bryant, Margaret
$274,999.80
Rathmanner, Casey
$121,003.03
Jones, Eric
$119,607.29
Dickson, Brian
$116,653.43
Bringhurst, Angela
$113,586.37
Top 15 Benefit Counselors Isaacson, Stephanie
YTD Total Net Sales Credit 205,563.15
Kunkler, Karen
94,427.91
Morgester, Christine
88,802.24
Wollen, Gordon
87,959.36
Buschman, Roxana
80,049.33
Leach, Susan
72,263.97
Wolden, Julie
37,794.09
Gifford, Troy
35,016.54
Griffeth, Jeff
$92,331.01
Griffeth, Jeff
32,720.38
McMuldren, Matthew
$91,342.68
Taylor, Cearstin
32,618.75
Cornett, Eric
$87,092.42
McMuldren, Matthew
30,714.47
Hansen, Brian
$81,188.42
Bringhurst, Angela
29,485.15
Gifford, Troy
$80,506.07
Morrison, Robert
26,959.81
Grimes, Stanley
$78,361.05
Canals, Gabriel
26,943.15
Bilgen, Lisa
$72,293.46
Jones, Eric
24,833.80
November 2017 Sun
Mon
5
Tue
6
Wed
7
Thu
Fri
Sat
1
2
3
4
8
9
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11
Territory Wide Race Event
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
12
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14
15
16
17
18
21
22
23
24
25
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
19
20
Territory Office Closed
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
26
27 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
28
29
30
December 2017 Sun
Mon
Tue
3
4
Wed
Thu
Fri
Sat
1
2
5
6
7
8
9
12
13
14
15
16
19
20
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Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
10
11 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
17
18 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
24
25 Territory Office Closed
31
4th Qtr Case 2017 Goal:
101 2017 Actual:
29
29%
2017 Cases 2017 Goal:
259 2017 Actual:
164
63% 4th Qtr Premium 2017 Goal:
$2,920,922 2017 Actual:
$766,718
26.2% 2017 Premium 2017 Goal
$7,855,235 2017 Actual:
$4,539,591
58%
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