Financial Professional Support Specialist

American National Insurance • League City, TX

7d • Onsite

About The Position

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.

Requirements

• 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 Haves

• Experience supporting financial advisors, insurance professionals, or high‑touch client relationships
• Background in the insurance or financial services industry
• AAPA, ACS, or FLMI designations

Responsibilities

• 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

Benefits

• Multiple medical plan options
• Dental coverage
• Vision coverage
• Basic life insurance
• Health savings accounts
• Company-funded 401(k) plan
• Paid time off
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED