JAIRO A. LOPEZ
West Palm Beach,FL
Summary
Finance and International Business professional with over 25 years of experience in financial services, sales and customer service. Proven success in the vehicle sales and insurance industries, as well as experience as a business owner.
I specialize in credit analysis for financial institutions and in managing high-performance sales teams. Motivated and goal oriented, I thrive both as a leader and as a collaborative team player.
For the past 7 years in the U.S., I have worked with American financial services companies, helping clients protect their assets and implement effective financial strategies, including retirement planning, income protection, and wealth creation.
Over 4 years of experience in mortgage lending, advising domestic and foreign clients—especially Colombian investors—on home and real estate investment financing in the United States.
Overview
20
20
years of professional experience
Work History
Commercial Account Executive
Other Roles in Colombia
- Held positions as Commercial Account Executive at six financial institutions, offering credit advisory services for commercial vehicle purchases, handling loan approval processes, contract signings, and disbursements.
Business Developer
EMB Lenders
10.2024 - Current
- Advise foreign clients on financing options for purchasing residential or investment properties in the U.S.
Financial Representative
National Life Group
05.2018 - Current
- Advise individuals and businesses on investment and retirement strategies through the Infinite Banking Concept.
- Offer life and health insurance plans as well as annuities.
- License 2-14
Health Insurance Agent
Safeguard Health Insurance
03.2018 - Current
- Help clients enroll in ACA health insurance plans.
- Assist in applications and plan selection for state-sponsored health coverage.
- License 2-40
Business Developer
A Plus Mortgage Loan
01.2022 - 09.2024
- Provided guidance to international clients on local mortgage programs and investment loans for real estate acquisition in the U.S.
International Financial Planner
Rolial Group USA
05.2015 - 01.2018
- Developed financial and retirement strategies for clients operating in both local and international markets.
Owner & General Manager
Aserfin Pesados LTDA
02.2005 - 02.2015
- Provided financial services for commercial vehicle and home purchases.
- Built partnerships between dealerships and small businesses for vehicle acquisition.
- Coordinated with financial institutions and insurers to offer diverse financing solutions.
Education
License 2-14 - Life Insurance & Annuities
License 2-40 - Health Insurance
Associate Degree - Finance & International Relations
Politécnico Grancolombiano
01.1998
Business Administration - undefined
San Martín University
Skills
- Excellent sales and customer relationship management
- Credit analysis and financial planning expertise
- Strong organizational and communication skills
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Bilingual: English & Spanish
Timeline
Business Developer
EMB Lenders
10.2024 - Current
Business Developer
A Plus Mortgage Loan
01.2022 - 09.2024
Financial Representative
National Life Group
05.2018 - Current
Health Insurance Agent
Safeguard Health Insurance
03.2018 - Current
International Financial Planner
Rolial Group USA
05.2015 - 01.2018
Owner & General Manager
Aserfin Pesados LTDA
02.2005 - 02.2015
Commercial Account Executive
Other Roles in Colombia
License 2-14 - Life Insurance & Annuities
License 2-40 - Health Insurance
Associate Degree - Finance & International Relations
Politécnico Grancolombiano
Business Administration - undefined
San Martín University
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