Work Preference
Summary
Overview
Work History
Education
Skills
Certification
AWARDS/ORGANIZATIONS
Timeline
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William Biery
Open To Work
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William Biery

Maricopa,AZ

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

FINANCIAL REP.OPERATIONS MANAGER/DISPATCHERAGENTAGENCY DEVELOPMENT MANAGERTECHNICAL SUPPORT SPECIALIST

Work Type

Full Time

Location Preference

Remote

Important To Me

Work-life balanceCompany CultureHealthcare benefitsWork from home option401k matchCareer advancement

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

1
1
Certification
25
25
years of professional experience

Work History

FINANCIAL REP.

WESTERN & SOUTHERN FINANCIAL GROUP
Fort Wright, KY
01.2022 - 11.2025
  • Oversaw client interactions as a FINRA licensed financial representative to drive sales growth. Developed strategies to enhance client retention and satisfaction in a competitive market.

OPERATIONS MANAGER/DISPATCHER

QUEEN CITY PALLETS
Cincinnati, OH
03.2020 - 11.2021
  • Supervised daily operations while implementing strategies to improve overall business efficiency.

AGENT

TRANSAMERICA
Florence. KY
11.2019 - 03.2020
  • Facilitated financial planning consultations to empower clients in achieving their financial goals.

AGENCY DEVELOPMENT MANAGER

COLONIAL LIFE
Covington, KY
02.2019 - 09.2019
  • Directed recruitment, training, and management of sales agents to enhance team performance.

TECHNICAL SUPPORT SPECIALIST

RDI CONNECT
Latonia, KY
11.2018 - 02.2019
  • Delivered technical support for Dexcom CGM program patients, ensuring optimal device functionality.

RETIREMENT RELATIONSHIP MANAGER

FIDELITY INVESTMENTS
Covington, KY
11.2000 - 09.2018
  • Provided expert guidance on institutional retirement planning investments and 401k portfolio management to support client financial goals.

Education

Northern Kentucky University

Newport Central Catholic High School

Skills

  • Customer service
  • Data analysis
  • Sales expertise
  • Retirement planning
  • Problem-solving abilities
  • Critical thinking
  • Customer retention
  • Conflict resolution

Certification

FINRA licenses: Series 6 & 63 (active), Series 7 & 66 (inactive).

Insurance licenses: Life & Health (active).

AWARDS/ORGANIZATIONS

Presidents Circle, Fidelity Investments – 2008, 2010

Alpha Tau Omega Fraternity

4th Degree Member Knights of Columbus

Timeline

FINANCIAL REP.

WESTERN & SOUTHERN FINANCIAL GROUP
01.2022 - 11.2025

OPERATIONS MANAGER/DISPATCHER

QUEEN CITY PALLETS
03.2020 - 11.2021

AGENT

TRANSAMERICA
11.2019 - 03.2020

AGENCY DEVELOPMENT MANAGER

COLONIAL LIFE
02.2019 - 09.2019

TECHNICAL SUPPORT SPECIALIST

RDI CONNECT
11.2018 - 02.2019

RETIREMENT RELATIONSHIP MANAGER

FIDELITY INVESTMENTS
11.2000 - 09.2018

Northern Kentucky University

Newport Central Catholic High School