Michael Olson Email & Phone Number

Pasadena, California, US

Pasadena, California, US

San Francisco, California, US

San Francisco, CA, US

Cincinnati, Ohio, US

iSqFt provides industry leading technology that allows companies to reduce the cost, risk, time, and resources spent during the pre-construction phase of a project.iSqFt is the largest commercial pre-construction management software company in the United States. iSqFt has a clientele base that spans the entire continental United States, Hawaii, Alaska.

Cincinnati, OH, US

Responsible for building new relationships with mid level behavioral health companies through network events,conferences, and social media. Developed sales training strategies for interns and recruiters. Assist recruiters in making calls to prospects and candidates.

Boston, MA, US

• Responsible for engaging new and existing customers in a needs based selling process to uncover investable assets. Provided investment guidance, and offered products based upon what matched the clients financial needs.
• Implemented a consultative selling approach on all inbound and outbound calls.
• Grew company by proficiently understanding customer needs and closing new business.
• Produced 5.1M in net volume during an average month.
• Ranked in the top 15% of investment representatives out of 200 representatives nationally

Boston, MA, US

• Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or, financial performance indicated a need for plan revision. Placed Mutual fund, equity, fixed income and.
• In 3 Months completed all trading training and successfully passed two different licensing exams allowing me to trade the full line of products offered.
• Performed 50% above goal in lead generation
• Received Excellence in action award in Q4 2011
• Selected as a mentor for new representatives and team members

• Developed highly effective sales training strategies as Sales Manager of a 6-10 person team. Responsible for recruitment, development and performance of the Sales Agents. Trained and prepared agents to deliver sales.
• Ranked in the top 10 % Nationally in total first year premium per staff out of 100 managers
• Increased retention of sales team to 80%, by qualifying new applicants and personally completing the training process.
• Selected to the District Manager Development Program after one year as sales manger

• Responsible for selling appropriate life insurance, health insurance and annuities through a needs based sales process. Developed prospecting and appointment setting process with current and prospective clients..
• Ranked in top 5% of sales representatives out of 70 representatives in the Southwest Ohio/Northern Kentucky region
• Ranked in the top 10% of sales representatives out of 300 nationally in first year premium.
• Maintained 97% retention rate on all first year policies
• Promoted from a Sales Representative to a Sales Manager in less than two years
• Awarded Rookie Agent of the year 2007