Job Description
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 Matters
You’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.
Additional Information
Job titles may span multiple career levels. Base pay is determined by a variety of factors, including training, transferable skills, relevant experience, business needs, and market conditions. Compensation is subject to change and may be modified in the future.
This job posting outlines the general nature and level of work for this role and is not intended to be a comprehensive list of duties, responsibilities, or qualifications. We are committed to building a diverse and inclusive workplace, and we encourage candidates to apply even if their experience does not perfectly align with every qualification- you may be a strong fit for this role or other opportunities at American National.
American National offers a comprehensive benefits package supporting employees’ health, financial security, and well being, including multiple medical plan options, dental and vision coverage, basic life insurance, and health savings accounts. Employees are automatically enrolled in a company funded 401(k) plan, receive paid time off and holidays, and work in an inclusive, people first culture that values flexibility, work life balance, professional growth, and a casual dress environment.
American National is a financially strong and stable insurance organization with a legacy of trust and impact dating back to 1905. We’re committed to supporting our employees as they build meaningful careers while helping protect what matters most to our customers and communities. Guided by our core values- Financial Strength, Integrity, Respect, Service, and Teamwork (FIRST)- we foster a collaborative, people centered workplace where individuals are encouraged to grow, contribute, and make a difference today and for the future. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram.
Hiring Practices
American National’s recruitment policies help us place individuals in a timely and efficient manner, and only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application by logging into their account.
While candidates may choose to use artificial intelligence (AI) tools for personal interview preparation, the use of AI or automated tools is not permitted during any live or recorded interview, assessment, or at any stage of the application process where original candidate responses are required. Candidates are expected to represent their own qualifications, skills, and experiences throughout the hiring process. American National does not accept unsolicited resumes or candidate submissions from third party recruitment agencies without a valid, signed agreement in place, and no fees will be paid for unauthorized submissions. Additionally, American National’s ability to sponsor employment based immigration authorization is limited and available only for certain positions based on business needs and role requirements.
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.