Oregon Idaho Pioneers Nov. 27, 2018 October 6, 2016
IMPORTANT NEWS FROM HOME OFFICE‌ Extended business submission hours Friday, November 30 In order to maximize the opportunity for month-end business, the business submission deadline this Friday, November 30, has been extended. The home office will accept business submissions until 10 p.m. EST. Please plan accordingly.
We would like to Congratulate Natasha Shklayvel and Katherine Taylor, both out of Corvallis, Oregon, for earning their Nonstopin’ November Badge in My Learning Connection. They are in the running for a $100 gift card from Home Office. Good luck
to both of you! For more information, log on to Propr.
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
AGENDA AND RSVP FORM WILL BE EMAILED THIS WEEK PLEASE RESPOND BY DECEMBER 7, 2018
This Week’s New Cases Opened by: Don Brink Margaret Bryant Raquel Losada Monroy Abigail Weiland 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 47)
WTD Top DGA’s Thurston, Doug Alley, Mike Bringhurst, Steve
Top 15 Openers
WTD Top ADM’s
$187,271.25 $41,541.84 $5,325.48
Week 47 Sales
Rathmanner, Casey
$20,662.89
Bilgen, Lisa
$17,878.56
Canals, Gabriel
$14,176.56
Top 15 Benefit Counselors
WK 47 Net Sales Credits
Bryant, Margaret
$74,906.31 Isaacson, Stephanie
14,095
Thurston, Doug
$18,903.40 Morgester, Christine
11,706
Brink, Don
$18,792.27 Liddell, Billy
5,698
Bilgen, Lisa
$17,083.56 Losada Monroy, Raquel
5,255
Hunt, Lydia
$9,689.64 Leach, Susan
2,965
Losada Monroy, Raquel
$9,048.96 Kunkler, Karen
2,779
Bringhurst, Angela
$5,409.03 Ashbeck, Sheila $5,398.20 Granja Flores, Hugo
2,412 2,030
Weiland, Abigail
$4,727.64 Shklayvel, Natasha $4,368.90 Bringhurst, Angela
Campbell, Branden
$3,888.96 Wolden, Julie
1,907
Granja Flores, Hugo
$3,275.40 Canals, Gabriel $2,358.60 Wollen, Gordon
1,854
$1,896.84 Bilgen, Lisa $1,690.95 Pratt, Jared
1,334
Pines, Zara Canals, Gabriel
Cornett, Eric Wolden, Julie Shipman, Jeff
2,250 1,930
1,727 1,308
Quarter to Date Numbers (as of Week 47)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
57.5%
Rathmanner, Casey
118.7%
Thurston, Doug
42.0%
Fleener, Lois
111.1%
Maxwell, Denise
40.7%
Canals, Gabriel
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
99.2%
QTD Total Net Sales Credit
Brink, Don
$253,984.28 Isaacson, Stephanie
56,585
Thurston, Doug
$177,625.41 Losada Monroy, Raquel
37,653
Bryant, Margaret
$172,053.39 Granja Flores, Hugo
22,033
Pines, Zara
$110,572.87 Morgester, Christine
21,097
Campbell, Branden
$88,205.28 Buschman, Roxana
20,315
Rasmussen, Kelley
$52,066.05 Wolden, Julie
18,275
Canals, Gabriel
$49,880.16 Peterson, Kimberly
17,519
Maxwell, Denise
$39,145.89 Leach, Susan $35,444.12 Kunkler, Karen
17,331
$34,642.50 Griffeth, Jeff $34,056.60 Fleener, Lois
13,831
$33,699.33 Brink, Don $29,107.50 Pratt, Jared
13,470
$28,158.25 Liddell, Billy $25,461.98 Gifford, Troy
11,557
Griffeth, Jeff
Granja Flores, Hugo Robison, Mark Losada Monroy, Raquel
Cornett, Kevin Gifford, Troy Bilgen, Lisa
17,000 13,798 12,413 11,542
Year to Date Numbers (as of Week 47)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
142.6% Bringhurst, Angela
179.2%
Bringhurst, Steve
136.6% Rathmanner, Casey
168.8%
Thurston, Doug
Top 15 Openers
77.4% Canals, Gabriel
YTD - 2018 Sales
Top 15 Benefit Counselors
118.4%
YTD Total Net Sales Credit
Brink, Don
$932,695.41
Isaacson, Stephanie
231,863
Pines, Zara
$459,543.66
Kunkler, Karen
123,535
Bryant, Margaret
$429,686.44
Losada Monroy, Raquel
110,198
Thurston, Doug
$412,850.41
Morgester, Christine
99,620
Campbell, Branden
$377,769.48
Buschman, Roxana
92,044
Bringhurst, Angela
$344,918.94
Leach, Susan
88,147
Rasmussen, Kelley
$191,730.81
Wolden, Julie
85,235
Rathmanner, Casey
$156,716.50
Wollen, Gordon
71,915
Gifford, Troy
$153,578.40
Griffeth, Jeff
71,395
Griffeth, Jeff
$145,603.28
Gifford, Troy
59,193
Jones, Eric
$115,924.82
Brink, Don
54,358
Wolden, Julie
$111,097.30
Fleener, Lois
44,477
Bilgen, Lisa
$108,265.82
Kramer, Cassandra
43,057
Dickson, Brian
$102,451.64
Jones, Eric
42,093
Maxwell, Denise
$100,551.78
Myers, Jan
41,999
Year to Date Numbers (as of Week 47)
Top 5 Coordinators Ballweber, Theresa
WK 47 Net Sales Credits 11,128
Bryant, Margaret
8,171
Talburt, Marci
3,465
Bringhurst, Angela
551
Gross, Lynsay
147
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
88,861
Talburt, Marci
20,269
Bryant, Margaret
14,749
Gross, Lynsay
8,396
Gifford, Troy
6,795
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
308,675
Talburt, Marci
100,847
Bryant, Margaret
47,263
Gifford, Troy
40,961
Bringhurst, Angela
36,241
4th Qtr Cases 2018 Goal:
138 2018 Actual:
51
36.9%
2018 Cases 2018 Goal:
249 2018 Actual:
259
104%
4th Qtr Premium 2018 Goal:
$4,543,998 2018 Actual:
$1,623,293
35.7% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$7,417,677
84.3%
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