Heritage Advisor

Build a career that leaves a legacy. Not just a job. At Legado Tres 60, we are shaping the next generation of Heritage Advisors: individuals with a commercial mindset seeking economic independence, real growth, and a purposeful career. Here you will build your own client portfolio, develop a solid personal brand, and create a professional business with the backing, accompaniment, and training of a leading insurance company firm. ¿Qué harás en este rol? ⸻ You will: • Build relationships with clients and prospects to identify their needs and provide tailored solutions; • Develop and maintain a deep understanding of the insurance industry, including products, services, and market trends; • Collaborate with cross-functional teams to design and implement innovative solutions that meet client needs; • Stay up-to-date on industry developments and best practices through ongoing training and professional development; • Contribute to the growth and success of the company by identifying opportunities for expansion and improvement. ¿Qué te ofrecemos? ⸻ We offer: • A comprehensive training program to equip you with the skills and knowledge needed to succeed as a Heritage Advisor; • Ongoing support and mentorship from experienced professionals in the industry; • A competitive compensation package that rewards your hard work and dedication; • Opportunities for professional growth and advancement within the company; • A dynamic and supportive work environment that fosters collaboration, innovation, and continuous learning. ¿Qué debes tener? ⸻ You should have: • A bachelor's degree in a relevant field (e.g., business, finance, marketing); • At least 2 years of experience in a related field (e.g., insurance, financial services); • Strong communication and interpersonal skills; • Ability to work independently and as part of a team; • Strong analytical and problem-solving skills; • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint). ¿Qué debemos tener? ⸻ We look for: • A strong passion for the insurance industry and a desire to make a positive impact on people's lives; • A collaborative mindset and ability to work effectively with others; • Strong organizational and time management skills; • Ability to adapt to changing circumstances and priorities; • A commitment to ongoing learning and professional development. ¿Qué debemos hacer? ⸻ We do: • Foster a culture of innovation, collaboration, and continuous learning; • Provide ongoing training and professional development opportunities to ensure our employees stay up-to-date on industry developments and best practices; • Encourage and support employee growth and advancement within the company; • Prioritize diversity, equity, and inclusion in all aspects of our business; • Strive for excellence in everything we do. ¿Qué debemos ser? ⸻ We are: • A leading insurance company firm with a strong reputation for integrity, innovation, and customer service; • A dynamic and supportive work environment that fosters collaboration, innovation, and continuous learning; • A company committed to making a positive impact on people's lives through our products and services. ¿Qué debemos tener? ⸻ We have: • A comprehensive suite of insurance products and services designed to meet the unique needs of our clients; • A team of experienced professionals with deep knowledge of the insurance industry; • A strong network of partnerships and alliances that enable us to stay ahead of the curve in terms of innovation and best practices. ¿Qué debemos hacer? ⸻ We will: • Continue to innovate and improve our products, services, and processes to meet the evolving needs of our clients; • Foster a culture of continuous learning and professional development within our organization; • Prioritize diversity, equity, and inclusion in all aspects of our business; • Strive for excellence in everything we do. ¿Qué debemos ser? ⸻ We will be: • A leading insurance company firm with a strong reputation for integrity, innovation, and customer service; • A dynamic and supportive work environment that fosters collaboration, innovation, and continuous learning; • A company committed to making a positive impact on people's lives through our products and services.