An Island Beach Retreat

Qualify for this year’s incentive trip and enjoy sophisticated luxury at the JW Marriott Marco Island Beach Resort in beautiful Marco Island, Florida July 25-29. Black and Double Black Diamonds will enjoy an extra day at the resort (July 25-30).

Positioned along three miles of pristine private beaches, enjoy exclusive access to several restaurants, an exquisite spa, two championship golf courses, and much more. It’s the ultimate beach getaway, only for our 2021 Incentive Trip winners!



Marco Island 2021 Qualifications | May 1, 2020 – April 30, 2021

Installed Margin will be weighted differently throughout the contest and will be referred to as Marco Island Margin.

Marco Island Margin only counts for Marco Island contest production rankings.

Installed Margin will continue to be the measurement for sales benchmarks such as WIN, All-Star, etc.

*All Heartland Incentive Trip awards require an acceptable level of New Margin Health (NMH). NMH is measured in the first twelve months of margin. Optimal NMH is between 95% – 105%
**Must be employed and in good standing with Heartland to be eligible to attend

***As always, margin credit is capped at $50k per deal

  • Top 43 RMs by Marco Island Margin
  • Top 23 SPAs by Marco Island Margin
  • Top 6 Online Payments RMs by Marco Island Margin

*Acceptable RM/SPA WIN% over the contest period is required
**Heartland Incentive trip Winners are required to have an acceptable level of New Margin Health. NMH is measured on the first twelve months of margin. Optimal NMH is between 95% – 105%
.
***Must be employed and in good standing with Heartland at the time of the trip to be eligible to attend.

Top 5 csRMs by Marco Island Margin

*Acceptable Cross-Sell WIN% over the contest period is required
**Heartland Incentive trip Winners are required to have an acceptable level of New Margin Health. NMH is measured in the first twelve months of margin. Optimal NMH is between 95% – 105%
***Must be employed and in good standing with Heartland at the time of the trip to be eligible to attend.

Top 5 FI-RMs by Marco Island Margin

*Acceptable FI RM WIN% over the contest period is required
**Heartland Incentive trip Winners are required to have an acceptable level of New Margin Health. NMH is measured on the first twelve months of margin. Optimal NMH is between 95% – 105%
***Must be employed and in good standing with Heartland at the time of the trip to be eligible to attend.

Top 13 TMs by Marco Island margin
Top 5 PTMs by Marco Island margin
Top 1 OP-TMs by Marco Island margin
Top 1 FI-TMs by Marco Island margin

  • Top-producing Territories; includes personal Marco Island margin
  • Average of three eligible direct reports per month
  • 75% Team WINs required over the contest period

**Heartland Incentive trip Winners are required to have an acceptable level of New Margin Health. NMH is measured on the first twelve months of margin. Optimal NMH is between 95% – 105%
***Must be employed and in good standing with Heartland at the time of the trip to be eligible to attend.

Top 8 DMs
Top 2 PDMs
Top 1 Alt’D DM

All DMs regardless of their Diamond category will be ranked on three criteria. The Top DMs in their channel will be winners:

  1. New Heartlanders: New Eligible Headcount Increases (from hiring only)
  2. New WINs: WINs from New Hires, Rookies, and Rookie Rehire
  3. New Margin: Margin from New Hires, Rookies, and Rookie Rehire
  • Each category will be individually ranked and a score assigned, the same logic applies to all three criteria. DMs with the best score win.
  • Ties will be determined by the DM who has the highest new hire, rookie & rookie rehire installed margin over the twelve-month contest. 
  • Points will be earned each month and totaled for the 12-month contest. 
  • The three contest criteria will only apply to sales professionals continued on or after May 1, 2020, and through the duration of the contest.

**Heartland Incentive trip Winners are required to have an acceptable level of New Margin Health. NMH is measured on the first twelve months of margin. Optimal NMH is between 95% – 105%
**Division Managers are required to maintain an overall acceptable TEAM Win percentage throughout the contest period
**Must be employed and in good standing with Heartland at the time of the trip to be eligible to attend.

Top 10 Vice Presidents of Sales

The Top 10 Sales VPs will compete for spots based on the roll-up of their DMs results on three criteria:

  1. New Heartlanders: New Eligible Headcount Increases (from hiring only)
  2. New WINs: WINs from New Hires, Rookies, and Rookie Rehire
  3. New Margin: Margin from New Hires, Rookies, and Rookie Rehire

Two VP Wildcard Spots

VP Wild Card Qualifiers: Two additional VP winning spots are available when all three growth criteria are achieved over the contest period:

  1. WIN%: Overall team Win percentage of 55% or greater
  2. Margin: 25% or greater of overall installed margin comes from new hire, rookie and rookie rehire margin
  3. Growth: Increase eligible count by 40% or greater

*Vice Presidents are required to have an acceptable level of New Margin Health.  Optimal NMH is between 95%- 105%.
**Vice Presidents are required to maintain an overall acceptable TEAM Win percentage throughout the contest period.
***Winners must be employed and in good standing with Heartland at the time of the trip to be eligible to attend
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Top Enterprise Sales Performer by Installed Marco Island Margin

  • 2021 Marco Island Multipliers
    • May & June 2020 – 2.5X Actual Margin
    • Q3 2020- 2X Actual Margin
    • Q4 2020- 1.75X Actual Margin
    • Q1 2021- 1.5X Actual Margin
    • April 2021- 1X Actual Margin
  • Additional Requirements:
    • Follow Green Sheet and Blue Sheet Criteria as outlined in Enterprise Expectations
    • Maintain weekly updated Salesforce instance
    • Participate in the referral of Payroll, Lending, EComm and/or other SME opportunities
    • Must have 9 out of 12 months with minimum $5K in tote margin

Top 8 Dealers by Marco Island Margin

  • Marco Island Margin will be the sum of both POS Diamond Margin and Referral Margin

This three-month Marco Island “Refer to Win” Kicker is designed to give Heartland Sales professionals the opportunity to earn Marco Island margin based on the success of the candidates that they Refer to Win in the next three months.

It’s simple – each sales professional that refers a candidate for a sales role that is hired into the Heartland sales organization will receive dollar for dollar Marco Island margin credit. For every dollar of margin your successful recruit generates you will receive a dollar of Marco Island Margin for the entire duration of the 2021 Sales Incentive Trip Contest. The more successful candidates you refer, the more Marco Island Margin you can generate.

By helping a fellow sales professional land a career at Heartland you are also helping yourself earn a trip to Marco Island in 2021.

Marco Island Refer to Win Kicker Details:

  • Marco Island ‘Refer to Win’ Kicker incentive will run from May 1 – July 31, 2020.  Any Refer to Win candidate that is referred and becomes eligible May 1 – July 31 will be eligible to participate.
  • All R2W candidates must be submitted through the Refer to Win portal at heartland.us/refertowin. There are no exceptions to this policy. If the candidate is not submitted through the Refer to Win portal prior to onboarding, they will not be eligible to participate.
  • There is no limit to the number of candidates you can refer and no limit to the amount of credit you can receive by referring successful candidates.
  • Territory Managers – As part of this Marco Island Kicker, you will also receive the standard Refer to Win margin compensation when you recruit inside your own division and/or your own team. This exception only applies to candidates referred within the three month contest period.

Questions

For current Heartland Sales team members, contact SalesIncentives@Heartland.us

Careers
Interested in in joining the Heartland Sales team? Learn more at www.heartland.us/careers.