Palmetto Bluff is just what you have in mind when you visit the South – sweet tea, great golf, good manners and plenty of room to relax and explore. This award-winning resort is polished to the highest shine from the freshwater rice fields surrounding the property to the stores, restaurants and 13,000 square-foot spa/pool/fitness center nestled among acres and acres of the very essence of Lowcountry.

Palmetto Bluff Incentive Trip

October 1-5, 2017

A vast expanse of pristine land bounded by the May, Cooper, and New Rivers, this centuries-old maritime forest is teeming with light, life and the beauty of nature unspoiled. Designed in classic Southern style, the charming accommodations offer luxurious residential touches, opulent bathrooms and verandas with stunning views. From paddle-boarding to self-guided bicycle tours to an oyster roast on the water’s edge – Palmetto Bluff has something for everyone.

Heartland’s 2017 Incentive Trip to Palmetto Bluff will be unlike any other. Each individual who qualifies for the trip, along with one guest, will receive a trip to the incredible Montage Palmetto Bluff resort.


Top 45 Producing Sales Professionals

  • Must have a WIN in 5 of the 6 months of the trip qualification period

Top 5 Territory Managers

  • Top producing Territories; includes personal margin
  • Average of 3 eligible direct reports per month
  • 75% WINS

TM/PTM’s – Top 10 Growth

  • Total Rookie Production (as a monthly avg)
  • 3 months minimum as a TM

Division Managers who have reached a Diamond tier and are included in one of the following groups below will be invited on the incentive trip.

Black Diamond – Top 5

Blue Diamond – Top 5

Green Diamond – Top 4

Red Diamond – Top 3

The top 2 Payroll Division Managers (based on the qualifications below) who did not qualify for a Diamond category spot will be invited.

Equal weighting:

  • Margin
  • Eligible head count growth
  • Win percentage

The top 2 Pre-Diamond Division Managers (based on the qualifications below) also will be invited.

Equal weighting:

  • Margin
  • Eligible head count growth
  • Win percentage

12 Winners (1 per Region)

Top Referring Sales Professional/TM (personal referral margin) per region

  • Referred total installed margin
  • Referral margin included: Card, Payroll, E-Biz (Boletta, E-Comm) and Lending
  • Must meet minimum production standards: Minimum of $25,000 closed referrals from 6 or more closed deals



For current Heartland Sales team members, contact

Interested in in joining the Heartland Sales team? Learn more at