Terrence Perry Jr
Wesley Chapel,Florida
Summary
Dynamic sales professional, Strong vendor relationships & contract negotiator, real estate development, problem solving & leadership, proficient at handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with a team-oriented mentality, dedication to customer satisfaction, business goals including striving for excellence. Seeking a position in sales, success-driven team player who works well with marketing as well as research and development departments. Brings understanding of the sales executive funnel process and a willingness to work with everyone on the team to reach company goals.
Overview
35
35
years of professional experience
Work History
Licensed Medicare Advisor
Allstate
06.2021 - 08.2024
- Top performing sales advisor to Medicare beneficiaries, making retirement decisions and choosing Medicare plans that meet their individual needs, President's club member.
- Demonstrated leadership skills in managing projects from concept to completion.
Licensed Medicare Advisor
Everise/Aon
06.2020 - 06.2021
- Licensed sales advisor to Medicare beneficiaries, Health Reimbursement consulting, assisting clients choosing Medicare plans that meet their individual needs.
- Managed 100's of incoming calls, emails and out bound calls daily to meet goals.
Executive Director
Perry Medics
11.2013 - 03.2020
- Managed daily logistics operations of medical transportation organization, orchestrating forward-thinking technical strategies to accomplish profit and expansion goals.
- Developed innovative sales and marketing strategies to facilitate business expansion.
Senior Mortgage Banker
New Penn Financial
03.2011 - 11.2013
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Originated, reviewed, processed, closed and administered customer loan proposals
- 36 million in sales final year
- Reviewed and edited loan agreements to promote efficiency and accuracy.
Senior Mortgage Loan Officer
First Meridian Mortgage
01.2010 - 02.2011
- Originated, reviewed, processed, closed and administered customer loan proposals
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Senior Mortgage Broker
Apex/Manhattan Mortgage
01.2004 - 02.2010
- Ability to multi-task, 12 Million in Sales coordinate and organize events, organized real estate teams at Charles Rutenberg Realty New York, NY & Tampa, FL
- Developed and maintained relationships with local real estate agents
- Created strategies to develop and expand existing customer sales, which resulted in 50% increase in annual sales.
Licensed Real Estate Agent
ERA /Charles Rutenberg Realty
06.1999 - 02.2007
- Negotiated real estate contracts to navigate transactions between buyers and sellers
- Created and implemented marketing plans to drive sales
- Negotiated, facilitated and managed real estate transactions.
Project Manager
Original Builders Development Group
09.1998 - 12.2006
- Created and maintained schedule to protect company from dead-deal expense while meeting contractual obligations
- Adjusted project plans to account for dynamic targets, staffing changes and operational specifications
- Detailed improvements to restoration plans by creating detailed budgets, schedules and costing estimates for clients
- Managed entire real estate development project, including architectural review boards, building permits, surveys, architects, sub contractors, building inspectors, banking staff to ensure draw payments are paid to staff on time through certificate of occupancy.
Tour Manager, DJ And Producer
Elektra Records/ Brand Nubian Inc.
11.1989 - 09.1998
- Worked closely with management staff of Elektra Records to create new and lucrative tours
- Worked with artist and record label to resolve project related or travel problems, improve operations and provide exceptional customer service
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
- Developed team communications and information for promotion and marketing meetings.
Education
No Degree - Accounting And Finance
Hillsborough Community College
Tampa, FL06.2026
Skills
- Sales
- Persuasive selling
- Customer service expertise
- Teamwork/Collaboration
- Promotions/Marketing
- Pipeline management
- Needs Assessment
- Networking and relationship building
Timeline
Licensed Medicare Advisor
Allstate
06.2021 - 08.2024
Licensed Medicare Advisor
Everise/Aon
06.2020 - 06.2021
Executive Director
Perry Medics
11.2013 - 03.2020
Senior Mortgage Banker
New Penn Financial
03.2011 - 11.2013
Senior Mortgage Loan Officer
First Meridian Mortgage
01.2010 - 02.2011
Senior Mortgage Broker
Apex/Manhattan Mortgage
01.2004 - 02.2010
Licensed Real Estate Agent
ERA /Charles Rutenberg Realty
06.1999 - 02.2007
Project Manager
Original Builders Development Group
09.1998 - 12.2006
Tour Manager, DJ And Producer
Elektra Records/ Brand Nubian Inc.
11.1989 - 09.1998
No Degree - Accounting And Finance
Hillsborough Community College
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