Jordan Olson
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Jordan Olson Email & Phone Number

Finance Professional • Customer Success • Team Leadership at Western & Southern Financial Group
Location: Milford, Ohio, United States 8 work roles 1 school
1 work email found @53.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Role
Finance Professional • Customer Success • Team Leadership
Location
Milford, Ohio, United States
Company size

Who is Jordan Olson? Overview

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Quick answer

Jordan Olson is listed as Finance Professional • Customer Success • Team Leadership at Western & Southern Financial Group, a with 4581 employees, based in Milford, Ohio, United States. AeroLeads shows a work email signal at 53.com and a matched LinkedIn profile for Jordan Olson.

Jordan Olson previously worked as Financial Representative at Western & Southern Financial Group and Personal Banker II at Fifth Third Bank. Jordan Olson holds Bachelor'S Of Arts & Science, Sociology from Miami University.

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{first}.{last}@53.com
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Profile bio

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

Listed skills include Research Skills, Cross Cultural Understanding, Analytical Skills, Public Speaking, and 19 others.

Current workplace

Jordan Olson's current company

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Western & Southern Financial Group
Western & Southern Financial Group
Finance Professional • Customer Success • Team Leadership
cincinnati, ohio, united states
Employees
4581
AeroLeads page
8 roles

Jordan Olson work experience

A career timeline built from the work history available for this profile.

Personal Banker Ii

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'.

Sep 2021 - Jun 2024

Business Development Specialist

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.

Dec 2020 - Aug 2021

Business Development Representative

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.

Sep 2019 - Oct 2020

Assistant Branch Manager

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.

Jul 2015 - Jul 2019

It Service Desk / Mitech Customer Service

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.

Sep 2014 - May 2015

Ohio Workers Compensation Consultant

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.

Jun 2013 - Aug 2014
Team & coworkers

Colleagues at Western & Southern Financial Group

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1 education record

Jordan Olson education

FAQ

Frequently asked questions about Jordan Olson

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What company does Jordan Olson work for?

Jordan Olson works for Western & Southern Financial Group.

What is Jordan Olson's role at Western & Southern Financial Group?

Jordan Olson is listed as Finance Professional • Customer Success • Team Leadership at Western & Southern Financial Group.

What is Jordan Olson's email address?

AeroLeads has found 1 work email signal at @53.com for Jordan Olson at Western & Southern Financial Group.

Where is Jordan Olson based?

Jordan Olson is based in Milford, Ohio, United States while working with Western & Southern Financial Group.

What companies has Jordan Olson worked for?

Jordan Olson has worked for Western & Southern Financial Group, Fifth Third Bank, Jumpcrew, Constructconnect™, and Enterprise.

Who are Jordan Olson's colleagues at Western & Southern Financial Group?

Jordan Olson's colleagues at Western & Southern Financial Group include Tamara Weeks, Jennifer Smarr, Frank Sample, Zl Test, and Gerry Palon.

How can I contact Jordan Olson?

You can use AeroLeads to view verified contact signals for Jordan Olson at Western & Southern Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jordan Olson attend?

Jordan Olson holds Bachelor'S Of Arts & Science, Sociology from Miami University.

What skills is Jordan Olson known for?

Jordan Olson is listed with skills including Research Skills, Cross Cultural Understanding, Analytical Skills, Public Speaking, Adaptability, Leadership, Creative Writing, and Creativity.

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