Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brett Vogelsberger

University Heights,OH

Summary

Dynamic Account Consultant with a strong focus on client satisfaction and revenue growth. Expertise in data-driven decision making and collaborative strategy development to create customized solutions that meet unique client needs.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Account Consultant

OneDigital
Independence, OH
04.2018 - 12.2025
  • Guided clients on investment strategies, enabling informed decisions for long-term financial success.
  • Collaborated with internal teams to create tailored solutions, meeting diverse client needs.
  • Delivered customer service by promptly addressing client concerns, enhancing client satisfaction.

Sales Consultant

Neace Lukens/Assured Partners
01.2006 - 12.2017
  • Utilized consultative sales techniques to identify customer needs and recommend tailored products and services.
  • Cultivated long-term client relationships by exceeding expectations through consistently exceptional service.
  • Advised clients on product selections tailored to their needs, enhancing satisfaction upon purchase.

Sales Coordinator

The Denmark Group
01.1996 - 12.2005
  • Established strong client relationships and identified new business opportunities, driving sales revenue growth.
  • Collaborated with sales team to prioritize tasks, set goals, and allocate resources, enhancing productivity and contributing to revenue growth.
  • Recorded all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications, ensuring data accuracy and accessibility.

Education

Bachelor of Arts - Business

University Of Pittsburgh
Pittsburgh PA

Skills

  • Upselling strategies
  • Relationship management
  • Data-driven decision making
  • Industry expertise

Certification

Life and Health License

Property and Casualty License

Timeline

Account Consultant

OneDigital
04.2018 - 12.2025

Sales Consultant

Neace Lukens/Assured Partners
01.2006 - 12.2017

Sales Coordinator

The Denmark Group
01.1996 - 12.2005

Bachelor of Arts - Business

University Of Pittsburgh
Brett Vogelsberger