Daniel Benitez
@danielbenitez1
I am fully bilingual in English and Spanish. I guide clients through complex financial decisions, building long-term relationships.
What I'm looking for
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
Insurance Broker
Op de Beeck & Worth
Jan 2025 - Present (9 months)
Advise high-net-worth and expatriate clients on tailored life, health, home, yacht, jewelry, business, and liability insurance, and partner with real estate agents and attorneys to provide integrated protection for international buyers and investors.
Real Estate & Mortgage Broker
Mortgage and Realty Professionals
Jan 2000 - Dec 2022 (22 years 11 months)
Managed end-to-end residential and investment property transactions and originated mortgages while developing long-term client relationships and referral networks over a 22-year period.
Education
Degrees, certifications, and relevant coursework
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
Bachelor of Business Administration, Business Administration
Completed a Bachelor of Business Administration with focus on business fundamentals relevant to real estate and finance.
Insurance Certification Nivel 2
Professional Certification, Insurance
Completed intermediate-level insurance certification covering Spanish insurance products and regulatory requirements.
Licensed Mortgage Broker (U.S.)
Professional License, Mortgage Brokerage
State-level mortgage broker licensing held and maintained over 20 years in the United States.
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Interested in hiring Daniel ?
You can contact Daniel and 90k+ other talented remote workers on Himalayas.
Message DanielFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
