Oregon Idaho Pioneers Nov. 6, 2018 October 6, 2016
FINAL NATIONAL RACE EVENT OF THE YEAR ON NOVEMBER 12, 2018! Agenda for the day: 9:30 a.m. to 11:30 a.m. existing account dials (switching to direct if you run out of existing accounts to call before 11:30 a.m.) 11:30 a.m. to 3:30 p.m. -- direct dials Leads will need to be self-prepared in advance of the event. The Northeast and Northwest territories will compete with the Southeast and Southwest territories for the most Mondays Matter activity. The top territory in each winning region will be determined based on: • Reported prospecting AND recruiting calls through the RACE app on Monday, November 12. The submission date must be the event date. • Year over year small commercial (<100 lives) new account sales growth for weeks 46-52 • Tie breaker: Territory with the most appointments and dials Prerequisites: Must report all activity using the RACE app. Prizes for the top territory: • Rare, life-size cutout of Bill Deehan • TV, Apple watch, Amazon Echo and Amazon Dot, all to be used for the next Mondays Matter event. *Note: Award forms must be submitted by winning territory for prize winning territory to claim these items.
November Days to Remember: November 10—Vanilla Cupcake Day November 11—Veteran’s Day November 12—French Dip Day November 15—America Recycles Day November 19—Play Monopoly Day
November 21—Gingerbread Cookie Day November 22—Thanksgiving November 23—Black Friday November 24—Small Business Saturday November 26—Cyber Monday November 28—French Toast Day November 30—Computer Security Day
This Week’s New Cases Opened by: Theresa Ballweber Cedric Bigge-Duren (1/2) Don Brink Brad Gardner
Troy Gifford Lydia Hunt Raquel Losada Monroy Jared Pratt (1/2)
SAVE THE DATE LAUNCH DAY 2019 (FORMERLY TKO) MONDAY, JANUARY 14, 2019
MORE DETAILS TO FOLLOW
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 44)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$68,792.43
Rathmanner, Casey
Alley, Mike
$18,543.61
Griffeth, Jeff
$8,005.20
Kezele, Will
$8,338.20
Canals, Gabriel
$7,236.60
Top 15 Openers
Week 44 Sales
Top 15 Benefit Counselors
$11,136.78
WK 44 Net Sales Credits
Brink, Don
$19,566.85 Isaacson, Stephanie
7,134
Thurston, Doug
$12,652.23 Griffeth, Jeff
2,477
Bryant, Margaret
$11,359.14 Kunkler, Karen
2,199
Schulz, Patty
$6,717.72 Stewart, Laurie
1,978
Pines, Zara
$4,812.78 Granja Flores, Hugo
1,956
Ballweber, Theresa
$4,703.22 Gage, Jennifer
1,584
Rasmussen, Kelley
$4,585.29 Bryant, Margaret $4,352.16 Wolden, Julie
1,507 1,385
Gifford, Troy
$4,249.46 Bringhurst, Angela $3,755.74 Losada Monroy, Raquel
Bringhurst, Angela
$3,214.68 Gifford, Troy
1,294
Bigge-Duren, Cedric
$2,947.80 Day, Terra $2,816.55 Pratt, Jared
1,112
Granja Flores, Hugo Griffeth, Jeff
Losada Monroy, Raquel Hunt, Lydia Gardner, Brad
$2,642.52 Gardner, Brad $2,553.36 Leach, Susan
1,404 1,363
1,032 894 824
Quarter to Date Numbers (as of Week 44)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
35.2%
Rasmussen, Kelley
74.7%
Maxwell, Denise
18.2%
Rathmanner, Casey
63.6%
Thurston, Doug
17.7%
Canals, Gabriel
34.6%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$130,021.63 Isaacson, Stephanie
33,520
Thurston, Doug
$123,415.98 Buschman, Roxana
18,130
Bryant, Margaret
$74,396.43 Losada Monroy, Raquel
13,114
Rasmussen, Kelley
$50,407.97 Granja Flores, Hugo
11,734
Maxwell, Denise
$28,242.91 Leach, Susan
9,122
Ford, Brook
$22,648.50 Griffeth, Jeff
8,654
Griffeth, Jeff
$21,601.65 Kunkler, Karen
8,399
Pines, Zara
$18,805.69 Wolden, Julie $16,932.34 Peterson, Kimberly
7,739
$16,564.68 Brink, Don $14,635.38 Wollen, Gordon
7,286
$12,374.40 Fleener, Lois $11,671.68 Kramer, Cassandra
6,497
$11,604.24 Gifford, Troy $11,328.69 Pratt, Jared
4,124
Ray, Carrie
Day, Eric Cornett, Kevin Schulz, Patty Waddell, Mitch Bringhurst, Angela Losada Monroy, Raquel
7,670 6,528 6,116 3,991
Year to Date Numbers (as of Week 44)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
131.6% Bringhurst, Angela
173.8%
Bringhurst, Steve
129.4% Rathmanner, Casey
155.4%
Cornett, Kevin
Top 15 Openers
65.7% Canals, Gabriel
YTD - 2018 Sales
Top 15 Benefit Counselors
95.6%
YTD Total Net Sales Credit
Brink, Don
$810,932.01
Isaacson, Stephanie
208,798
Pines, Zara
$367,776.48
Kunkler, Karen
114,933
Thurston, Doug
$358,438.53
Buschman, Roxana
89,859
Bryant, Margaret
$343,507.77
Losada Monroy, Raquel
85,660
Bringhurst, Angela
$332,911.44
Morgester, Christine
81,861
Campbell, Branden
$289,317.93
Leach, Susan
79,938
Rasmussen, Kelley
$190,072.73
Wolden, Julie
74,699
Rathmanner, Casey
$151,121.10
Wollen, Gordon
68,765
Gifford, Troy
$136,502.68
Griffeth, Jeff
66,218
Griffeth, Jeff
$131,760.81
Gifford, Troy
51,775
Jones, Eric
$104,069.30
Brink, Don
48,174
Dickson, Brian
$102,311.60
Myers, Jan
43,505
Wolden, Julie
$100,494.10
Kramer, Cassandra
39,870
Ray, Carrie
$97,640.70
Fleener, Lois
37,176
Shipman, Jeff
$96,909.76
Jones, Eric
36,169
Year to Date Numbers (as of Week 43)
Top 5 Coordinators
WK 44 Net Sales Credits
Ballweber, Theresa
6,271
Talburt, Marci
1,852
Bryant, Margaret
1,070
Gifford, Troy
885
Gross, Lynsay
385
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
36,739
Talburt, Marci
13,147
Bryant, Margaret
6,411
Gross, Lynsay
6,314
Gifford, Troy
3,745
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 256,553
Talburt, Marci
93,725
Bryant, Margaret
38,925
Gifford, Troy
37,911
Bringhurst, Angela
34,971
4th Qtr Cases 2018 Goal:
138 2018 Actual:
31
22.4%
2018 Cases 2018 Goal:
249 2018 Actual:
239
95.9%
4th Qtr Premium 2018 Goal:
$4,543,998 2018 Actual:
$756,466
16.6% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$6,550,850
74.5%
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