Brett Vogelsberger
University Hts
Summary
Dynamic Account Consultant with a proven track record at OneDigital, leveraging industry expertise and data-driven decision making to enhance client satisfaction and drive revenue growth. Skilled in upselling strategies and CRM software, I excel at building lasting relationships and delivering tailored solutions that exceed client expectations.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Account Consultant
OneDigital
04.2018 - 08.2025
- Delivered exceptional customer service by addressing concerns promptly and professionally.
- Developed valuable industry connections, enhancing company reputation and attracting new client leads.
- Collaborated with internal teams to develop tailored solutions for unique client needs.
- Provided expert guidance on investment strategies, helping clients make informed decisions for long-term success.
Sales Consultant
Neace Lukens/Assured Partners
01.2006 - 12.2017
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Sales Coordinator
The Denmark Group
01.2000 - 12.2005
- Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Increased sales revenue by establishing strong relationships with clients and identifying new business opportunities.
- Streamlined sales processes for improved efficiency and customer satisfaction.
Producer
AXA Advisors
01.1996 - 10.1999
- Presented production ideas and determined creative scenarios for production and delivery.
- Oversaw post-production processes, including video editing and sound mixing, to ensure a polished final product.
- Developed schedules for production, editing, and duplication for timely delivery.
- Coordinated logistics, schedules, and talent management for smooth production flow and optimal results.
Education
Bachelor of Arts - Business
University Of Pittsburgh
Pittsburgh PA08-1995
Skills
- Data-driven decision making
- Upselling strategies
- Industry expertise
- CRM software proficiency
Certification
Life and Health License
Property And Casualty License
Timeline
Account Consultant
OneDigital
04.2018 - 08.2025
Sales Consultant
Neace Lukens/Assured Partners
01.2006 - 12.2017
Sales Coordinator
The Denmark Group
01.2000 - 12.2005
Producer
AXA Advisors
01.1996 - 10.1999
Bachelor of Arts - Business
University Of Pittsburgh
Similar Profiles
Jay DeCosterJay DeCoster
Benefits Advisor at OneDigitalBenefits Advisor at OneDigital
Matt ManasMatt Manas
Senior Insurance Broker at OneDigitalSenior Insurance Broker at OneDigital
Joshua EarlJoshua Earl
Licensed Insurance Agent at OneDigitalLicensed Insurance Agent at OneDigital
LASHAWNA FORDLASHAWNA FORD
Ramp Agent at Cleveland Hopkins International Airport CleRamp Agent at Cleveland Hopkins International Airport Cle
Tanya DrakeTanya Drake
STNA / Certified Nursing Assistant / Secretary at University HospitalSTNA / Certified Nursing Assistant / Secretary at University Hospital