Jordan Olson

Jordan Olson Email and Phone Number

Finance Professional • Customer Success • Team Leadership @ Western & Southern Financial Group
cincinnati, ohio, united states
Jordan Olson's Location
Milford, Ohio, United States, United States
Jordan Olson's Contact Details

Jordan Olson personal email

n/a
About Jordan Olson

Sales and customer relations leader with strengths in prospecting, B2B relationship building, customer experience, and financial services. Proven top sales performer with a consistent record of revenue growth and goal achievement. Recognized for strengths in account management, sales support and training. Skills in SaaS sales and Retail Services. Experience in technology and HR Services.-Financial Management-Debt Consolidation-Credit Analysis -Sales Team Management -B2B Sales / Relationship Building -Sales Coaching / Goal Setting-Consultative Sales Strategy-CRM Management -SaaS Technology SalesBusiness Systems and Tools: Microsoft Office Suite | Mail Merge | G-suite | Microsoft Teams | Slack | Zoom | ExcelTelecommunications: Avaya Phone Systems | Dialpad CRM Platforms: Hubspot | Salesforce

Jordan Olson's Current Company Details
Western & Southern Financial Group

Western & Southern Financial Group

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Finance Professional • Customer Success • Team Leadership
cincinnati, ohio, united states
Employees:
4581
Jordan Olson Work Experience Details
  • Western & Southern Financial Group
    Financial Representative
    Western & Southern Financial Group Sep 2024 - Present
    Cincinnati, Ohio, United States
  • Fifth Third Bank
    Personal Banker Ii
    Fifth Third Bank Sep 2021 - Jun 2024
    Cincinnati, Ohio, United States
    Use Consultative Sales to assess current financial needs, future goals, and opportunities to enrich customer experience. Cultivate and maintain current book of business through 15-20 outreach calls daily to set appointments for 5/3 Business Partners and myself. Over $500,000+ in Investment assests won in 2023. Strength in debt Consolidation and loan consultation. -Promote customer satisfaction with a friendly, helpful and professional demeanor.-Build rapport with clients through outreach calls and in office appointments to establish a trusting financial relationship.-Collaborate with 'One Bank' Partners to match Client needs with individual Solutions.-Educate customers on debt management and credit building-Work with Customers on fraud prevention and disputes resolution.-Generate new business through successful 'Lobby Leadership'.
  • Jumpcrew
    Business Development Specialist
    Jumpcrew Dec 2020 - Aug 2021
    Memphis, Tennessee, United States
    Place 45-50 outgoing calls daily to prospect new opportunities and leads for national BP account, and communicate leads to BP sales team to pursue in selling a new strategic partnership program. Prospect nationally into automotive service centers and dealerships via cold-calling, networking, and email/e-marketing. Import and scrub leads from legacy CRM to update and improve accuracy of customer management system in Hubspot. Use G-suite to collaborate with team while working remotely.-Coach team members on value propositions, sales strategy, and sales script.-Suggest process improvements to sales leaders on CRM efficiency & accuracy to create more effective sales strategy.
  • Constructconnect™
    Business Development Representative
    Constructconnect™ Sep 2019 - Oct 2020
    Cincinnati, Ohio
    Promoted to Senior Business Development Representative after 3 months. Conducted 50 – 60 prospecting calls per day to construction general contractors and subcontractors to market preconstruction management platform. Documented customer details in Salesforce CRM database. Followed up on inbound leads and conducted outbound calls across the US.-Achieved a show rate of 70% with 180 average scheduled Demos per quarter.-Surpassed average $78K+ Quarterly Contract revenue.-Closed an average of 25+ contracts per quarter.-Used Mail Merge to send mass marketing emails to prospective customers.
  • Enterprise
    Assistant Branch Manager
    Enterprise Jul 2015 - Jul 2019
    Managed a diverse workforce of 20+ employees at several branch locations with 400 to 1000+ cars in fleet. Created action plans for sales and service goals to ensure maximum rental status for fleet, handling up to 500 concurrent rentals under contract. Oversaw 15-20 business accounts and worked with clients on billing/contract specifications. Managed complex insurance claims. Hired, trained, and conducted performance reviews with sales staff and other team members.-Drove and managed corporate accounts with top companies such as Cardinal Health, P&G, Valco, and Triplefin.-Promoted to Assistant Manager within one year of joining Enterprise.-Ranked in Top Five sales in City May 2016 | Achieved Top Sales Leader October 2015.-Exceeded 12% growth in total revenue within first 3 months.-Reached Top half of Sales Matrix as Management Trainee 11 out of 11 Months.-Drove sales revenue to $25-20M at airport location, the largest branch in the region.-Coached and developed 5 Management Trainees who were promoted to Assistant Managers.-Analyzed sales data from CRM and created Excel reports which clarified revenue & product category performance.
  • Miami University
    It Service Desk / Mitech Customer Service
    Miami University Sep 2014 - May 2015
    Oxford, Ohio
    Answered incoming customer inquiries via telephone and email. Troubleshooted software and Wi-Fi issues, and clarified expectations concerning hardware repairs and costs. Guided customers and students through installation process of applications. Liaised between the computer technicians and the customers. Advised students & faculty on IT purchases.-Guided a diverse group of students and teaching staff on IT-related issues.-Advised students and customers using hardware technicians’ expertise to support MiTech sales staff.
  • Sheakley
    Ohio Workers Compensation Consultant
    Sheakley Jun 2013 - Aug 2014
    Cincinnati, Ohio
    Reached out to corporate HR decision-makers to gather information on needs for worker’s comp and payroll services. Sent out free quotes for services based on state’s assessment of workers’ Compensation claims. Handled accounts < $1K. Worked full time while attending college.-Achieved top sales for team, August 2013.-Studied competitors’ services to clarify and articulate the “Sheakley Difference”.-Consistently met and exceeded weekly sales goals and quotas.
  • Employers Choice Plus
    Ohio Workers Compensation Consultant
    Employers Choice Plus Aug 2012 - Jan 2013

Jordan Olson Skills

Research Skills Cross Cultural Understanding Analytical Skills Public Speaking Adaptability Leadership Creative Writing Creativity Interpersonal Skills Communication Skills Customer Service Conflict Resolution Interpretation Of Data Workers Compensation Microsoft Excel Microsoft Word Marketing Computer Software Troubleshooting Computer Hardware Troubleshooting Fleet Management Employee Development Outside Sales Inside Sales

Jordan Olson Education Details

Frequently Asked Questions about Jordan Olson

What company does Jordan Olson work for?

Jordan Olson works for Western & Southern Financial Group

What is Jordan Olson's role at the current company?

Jordan Olson's current role is Finance Professional • Customer Success • Team Leadership.

What is Jordan Olson's email address?

Jordan Olson's email address is jo****@****ise.com

What schools did Jordan Olson attend?

Jordan Olson attended Miami University.

What are some of Jordan Olson's interests?

Jordan Olson has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Science And Technology, Human Rights, Arts And Culture.

What skills is Jordan Olson known for?

Jordan Olson has skills like Research Skills, Cross Cultural Understanding, Analytical Skills, Public Speaking, Adaptability, Leadership, Creative Writing, Creativity, Interpersonal Skills, Communication Skills, Customer Service, Conflict Resolution.

Who are Jordan Olson's colleagues?

Jordan Olson's colleagues are Michele Hill, Brian Griswold, Barati N, Rhett Retter, James Sorn, Jacob Townsend, Jacob Mcclure.

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