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Daniel  BenitezDB
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Daniel Benitez

@danielbenitez1

I am fully bilingual in English and Spanish. I guide clients through complex financial decisions, building long-term relationships.

Spain
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What I'm looking for

I seek client-focused roles advising international or expatriate clients on insurance and property transactions, with opportunities for partnership-building, complex cross-border work, and professional growth.

I am a bilingual insurance broker with a business administration degree from an American University. I bring over 20 years' experience advising U.S. and Spain-based clients on mortgages, property transactions, and tailored insurance solutions for high-net-worth and expatriate clients. I specialize in cross-border transactions, partnering with real estate agents, attorneys, and financial professionals to deliver integrated protection and optimized policies.

Currently based in Marbella, I provide bilingual English-Spanish guidance on life, health, home, yacht, jewelry, business, and liability insurance, navigating Spanish insurance law and claims handling while maintaining long-term client relationships and strong referral networks built during my years as a licensed U.S. mortgage broker and real estate advisor.

Beyond my professional career in finance and insurance, my lifelong passion and side hustle has been teaching Tai Chi and Kung Fu for over 35 years. I have guided students of all ages and backgrounds, not only in the technical skills of self-defense, but also in developing life balance, confidence, mental focus, and overall well-being. For me, martial arts is more than movement, it’s a way to empower people physically, mentally, and emotionally, and I take pride in helping others experience those transformations.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

AC

Asesor en Crédito Inmobiliario (ACI) Certification

Professional Certification, Mortgage Advisory

Professional certification program in progress focused on Spanish mortgage advisory and real estate lending practices.

University of San Diego logoUD

University of San Diego

Bachelor of Business Administration, Business Administration

Completed a Bachelor of Business Administration with focus on business fundamentals relevant to real estate and finance.

IN

Insurance Certification Nivel 2

Professional Certification, Insurance

Completed intermediate-level insurance certification covering Spanish insurance products and regulatory requirements.

LU

Licensed Mortgage Broker (U.S.)

Professional License, Mortgage Brokerage

State-level mortgage broker licensing held and maintained over 20 years in the United States.

Tech stack

Software and tools used professionally

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