Terry Bean: Business Leader

Terry Bean: Business Leader

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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."

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