Luis C. Lopez Jr. CLU® ChFC® CLF® CLTC® in

Luis C. Lopez Jr. CLU® ChFC® CLF® CLTC®

Questioner · DISC type c
Director of Development at New York Life Insurance Company
📍 Dallas-Fort Worth Metroplex, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
18 Years
Current Role
Director of Development
Job Level
Mid-senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Luis shows up

Value Seeker
Not Easily Convinced
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Luis cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

10-2024
Director of Development
New York Life Insurance Company
10-2017 - 10-2024
Sales Development Manager
New York Life Insurance Company
1-2016 - 10-2017
Licensed Agent
New York Life Insurance Company
1-2016 - 10-2017
Financial Services Professional
NYLIFE Securities LLC
8-2013 - 12-2015
Hourly Manager/Team Lead
Topgolf
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2006 - 2009
Bachelors of Business Administration
Texas State University
2004 - 2006
Associates of Applied Science
Moraine Valley Community College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other New York Life Insurance Company Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Luis. Free, 10 seconds.