Jerry Sauceda
About
Jerry Sauceda is from New Braunfels, Texas, United States. Jerry works in the following industries: "Financial Services", and "Entertainment". Jerry is currently Senior Vice-President, Agency Owner: FFL Grateful at Family First Life, located in New Braunfels, Texas, United States. Jerry also works as Founder at UpDog Insurance & Fintech Agency, a job Jerry has held since Feb 2020. Another title Jerry currently holds is DJ/Founder at J&J DJ and MC Services. In Jerry's previous role as a Agent at New York Life Insurance Company, Jerry worked in 2302 Gruene Lake Dr. Ste. B, New Braunfels, Texas 78130 until Feb 2020. Prior to joining New York Life Insurance Company, Jerry was a Financial Services Professional at NYLIFE Securities LLC and held the position of Financial Services Professional. Prior to that, Jerry was a Partner at New York Life Insurance Company, based in San Antonio, Texas Area from Jun 2015 to Mar 2016. Jerry started working as Rehab Documentation Specialist at Alliance Seating & Mobility at The Scooter Store in New Braunfels, Texas in May 2010. From Jul 2008 to May 2009, Jerry was Internet Sales Consultant at Bluebonnet Ford. Prior to that, Jerry was a Fleet Sales Assistant at Bluebonnet Ford from Jun 2003 to Dec 2007.
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Jerry Sauceda's current jobs
What's UpDog? What we do is simple! Licensed agents at UpDog specialize in life insurance planning with no exams and instant decisions so you can spend time doing more of what you love. FinTech allows us to guide you in your retirement planning using the latest financial tools. We are New Braunfels' 1st #Techsurance & #FinTech agency. Serving made simple.
Jerry Sauceda's past jobs
Agent licensed to sell insurance through New York Life Insurance Company.
Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency
My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®
• Conduct high quality customer interviews to determine if they meet reimbursement criteria. Consult with customers to determine how Alliance Seating & Mobility can best be of service in providing Freedom and Independence. • Conduct 3-way call with customer and Licensed Clinical Medical Professional (LCMP) to secure necessary appointments needed to evaluate for rehab equipment • Adhere to company and insurance guidelines for clean claim submission, payment plans and hardships. • Build relationships with customers and the medical community to generate customer referrals • Offer the full service offering to customers including, Power Wheel Chairs, Scooters, Accessories and cash sales. • Troubleshoot, assess and offer resolution for customer inquiries and complaints
Initiating contact with customers who inquired via dealership website. negotiating sales terms including : price, trade-in value, rebates, accessories, and taxes organized finance terms by attaining credit applications, employment verification, and income verification Performance Recognition: Averaged 40 sales appointments monthly Averaged 9 sales monthly Maintained 90 % customer satisfaction in accordance with Ford Motor Company Surveying Generated $ 10,000 gross profit monthly
Lot Porter/ Make Ready Detailer- Duties as a lot porter included: assisting sales managers with daily errands, Provided a weekly inventory listing of 600 + vehicle inventory Prepped incoming inventory arriving from the factory.; Responsibilities as a sales assistant included: maintaining a detailed inventory of vehicles, Completed credit applications with prospective customers, Ford Certified Commercial Fleet Manager- Probed potential customers and assessed needs to determine sales recommendations Negotiated terms of purchase including price and financing Coordinated and scheduled vehicle fabrications with multiple vendors nationwide and Ford Motor Company facilities Performance recognition: Established and maintained relationships with 200 companies / customers Averaged 11 vehicle sales monthly Generated $ 16,000.00 monthly gross profit Maintained 90 % customer satisfaction in accordance to Ford Motor Company Surveying