Terry Bean: Business Leader
2 Followers
Terry Bean: Business Leader
Terry Bean
Whitestone, NY 11357
terry.bean14@gmail.com
+1 561 926 2866
As an experienced business leader, I have a passion and true dedication to my performance in whatever
task at hand. I take on projects with tenacity and hold myself accountable as only a President or Owner
illustrates. I have a keen sense of how people "tick" and this translates into excellent communication
and listening skills. These attributes have allowed me to connect with customers, merchants in the B2B
arena as well as managing people. I see the bigger logistical picture in any project that I encounter. I
create consistent networking opportunities to get any goal accomplished and have made a tremendous
difference in every one of my positions. Terry Bean is a presence that most people do not forget and is
known to make a system and work atmosphere that much better.
Work Experience
Sales Executive
Vacasa-Anywhere
March 2022 to May 2024
Worked remotely speaking with prospective vacation home owners to hire Vacasa as their short-term
rental property management company. Established rapport with prospects, communicating Vacasa’s full
service options. Connected with onboarding staff to work together making sure that the client had a
smooth experience.
Inventory Specialist
Shelf Engine
July 2021 to April 2022
Part-time hours per week (10-12) with a start-up focused on eradicating waste through automation.
Assisting in handling, inventory, receiving and merchandising for three local Target Stores. Input
Information along with photographs into two software applications that are read by the company’s
algorithms to formulate what is best for each stores ordering process; making an impact locally and
globally.
Financial Educator & Consultant
Five Rings Financial-www.securecapitalalliance.com
March 2021 to March 2022
Independent Contractor
• Currently representing a financial services company – licensed in both Life
Insurance and Annuities. Focusing on educating the middle class and women on how money works to
bridge the generational wealth gap by providing vehicles that allow people to save, protecting themselves
and their money, ultimately accessing their funds tax free.
Sales & Marketing Associate
Plantation Housing Corp
March 2017 to October 2019
• Engaged in constant communication with potential clients to gain insights into their interests and needs
creating a heighten sense of desire to make appointments at both the model home and design center
• provided initial quotes on models, adjusted for lot preparation, realtor fees, and client choices as
required.
• Assisted marketing and sales efforts via MLS lot searches, scheduling visits with Realtor's and tracking.
Interacted with
ARH Franchisor to create advertising emails/brochures as needed.
Director of Client Services
Card Platforms LLC.-Boca Raton, FL
September 2014 to April 2016
• Handled all escalated calls from both employees and employers including but not limited to,
registration, address verification and authentication of cardholders. Trouble shoot inappropriate funding
and fee reversal. Ensured access to payroll through pay card compliance
• Upsold card services by reviewing card features, learned all aspects of new payroll card platform
• Created the training protocol and computer platform processes for all new agents
• Created correspondence for both new registrants and cardholders in need of instruction for further
verification
Independent Senior Wine Advisor
Wines for Humanity
May 2013 to February 2016
• Booked group events to lead professional private home or business wine presentations and created
an interest in world sourced wines as well as the opportunity to become a Wine Adviser with Wines for
Humanity
• Recruited and trained advisors in the established system, along with procedures and presentation
format
• Learned about and trained on new wines, wine making process & kept current with any shifts in the
industry
• Upsold to maximize my revenue by implementing a sales strategy to drive customer loyalty by providing
excellent service.
Marketing Account Executive
Goldson Spine Rehabilitation Center
June 2013 to June 2014
Contract Position
• Established and built new relationships with individual professionals (doctors and lawyers) to facilitate
a referral opportunity, making 20 new contacts daily
• Created a referral system to be used between both Goldson Spine locations
• Assisted in organizing events and marketing the Chiropractors' services to potential patients; conducted
follow-up calls to all sign-ups from the event
• Created a duplicable welcome system to greet new patients into the "Goldson
Spine Experience"
• Re-assessed infrastructure of a 20-year-old company updating both the office policy manual, and job
descriptions
Manager/Sales Associate
The Spice & Tea Exchange
September 2010 to October 2012
• Top salesperson, utilizing skills to sell custom made blends, spices, herbs, sugars, sea-salts and looseleaf tea
• Managed 6 people, coordinating schedules, hiring, and training
• Coordinated all ordering of supplies for retail store
• Consistent focus on merchandising, keeping the store in the top percentage based on quality control
for the franchise
Broker/Owner
Rentals & Sales Unlimited
January 1998 to September 2010
• Acquired an existing Real Estate Office, successfully integrating sales into a rental platform
• Utilized sales and communication skills to assist people in creating a smooth housing transition
• Identified housing trends and marketed to likely buyers and sellers
• Fostered business successes via relationship building and through participation in professional
associations
Education
Bachelor of Arts in Communications
University of Hartford - West Hartford, CT
1985
Skills
• Digital & Email Marketing
• Public Relations
• Account Management
• Sales Experience
• Marketing Communications & Strategies
Certifications and Licenses
Life Insurance License
Real Estate Broker
Driver's License
Assessments
Sales skills — Proficient
June 2021
Influencing and negotiating with customers
Full results: Proficient
Customer focus & orientation — Proficient
August 2021
Responding to customer situations with sensitivity
Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued
development in any professional field.
Let's collaborate!
Thanks,
Jack Bosma
https://meetn.com/jackbosma
tutorjacknetwork@gmail.com
"Inspect what you expect."