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Petitioner was advised by Combined that he had full
responsibility for his district; he filed no daily logs and got
no assistance from his supervisors. He made weekly calls
reporting his sales results. Combined did not provide specific
sales goals; rather, petitioner met once a year with a regional
supervisor and presented his own sales goals, and the regional
supervisor would give some thoughts on achieving those goals.
Petitioner held weekly meetings with his insurance agents to
boost morale and to ensure that the agents had sufficient
supplies.
In connection with his work, petitioner incurred substantial
business expenses, the majority of which were not reimbursed.
Petitioner paid 100 percent of the following expenses: Mileage,
meals when traveling, home office space, telephone service, fax
machine, copier, secretary, utilities, the cost of hotel
facilities in which to conduct training sessions for agents, and
entertainment and incentive awards for the agents he supervised.
He paid 50 percent of, and received 50-percent reimbursement from
Combined for, two expenses: (1) Advertisements he placed to fill
positions of insurance agents to work under him and (2) lodging
expenses while working for Combined. Combined required that
certain advertisements be used. Combined did not require
petitioner to purchase or lease equipment or office space, to
hire clerical help, or to pay for incentive awards, although this
last item was strongly encouraged by senior management.
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Last modified: May 25, 2011