Financial Professional Support Specialist

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 cre...