Financial Professional Support Specialist

Be the trusted partner behind top‑producing financial professionals
Are you someone who thrives on building relationships, solving problems, and delivering white‑glove service? We re looking for a Financial Professional Support Specialist to serve as a dedicated point of contact for our top‑producing Eagle Life advisors and internal distribution partners.
In this role, you ll combine strong customer service skills with ownership and follow‑through to ensure advisors feel supported, valued, and confident that their business is in expert hands.
What You ll Do Serve as the primary support contact for assigned financial advisors and internal distribution partners
Deliver exceptional service by responding to calls, messages, and requests promptly, professionally, and with empathy
Build strong, trusted relationships with advisors and internal teams through consistent communication and follow‑through
Resolve complex service issues and escalated cases across phone, chat, and email
Run and deliver reports for internal and external partners as needed
Maintain accurate customer files, profiles, and documentation
Continuously look for opportunities to exceed expectations and create standout service experiences
Use feedback and service metrics to improve customer satisfaction and support operational improvements
Build and maintain strong knowledge of products, servicing processes, and new business workflows What You Bring High school diploma required
4 to 6 years of experience in customer service, support, or relationship‑based roles
Strong communication skills with the ability to connect, explain, and influence
Proven ability to build trust and long‑term relationships
Strong problem‑solving skills and attention to detail
Ability to manage priorities, stay organized, and thrive in a fast‑paced environment
Comfort working with data, reports, and multiple systems
Proficiency with Microsoft Office tools Nice to Have Experience supporting financial advisors, insurance professionals, or high‑touch client relationships
Background in the insurance or financial services industry
AAPA, ACS, or FLMI designations Why This Role MattersYou ll play a key role in supporting the success of our advisors and distribution partners. Your ability to deliver consistent, high‑quality service directly impacts relationships, retention, and business growth.