Customer Solutions Specialist – Life Insurance & Annuity Advisor, Client Success & Product Sales at brighthush

About brighthush

brighthush is a forward‑thinking financial services organization dedicated to empowering individuals and families to secure their future. With a portfolio that spans life insurance, annuities, and retirement solutions, we help clients navigate complex financial decisions with clarity, compassion, and confidence. Our mission is simple: to provide reliable, accessible products that protect what matters most, while fostering a culture of innovation, integrity, and inclusion.

Why Join brighthush?

At brighthush, we believe that great work begins with great people. Our team is built on a foundation of collaboration, continuous learning, and a shared commitment to delivering exceptional customer experiences. Whether you’re a seasoned professional or just starting your career, you’ll find a place where your voice is heard, your growth is supported, and your impact is tangible.

What We Value

• Customer‑Centricity – Every decision we make is guided by the needs of our clients.
• Integrity & Transparency – We communicate openly and act with honesty.
• Innovation & Agility – We embrace change and continuously improve our processes.
• Diversity & Inclusion – We celebrate diverse perspectives and create an environment where everyone can thrive.

About the Role

As a Customer Solutions Specialist at brighthush, you will serve as the trusted advisor for clients who no longer have an active agent. Your primary focus will be to provide expert guidance on existing life insurance and annuity products, identify new opportunities, and ensure a seamless transition for clients who need advanced support. You will act as the bridge between our clients and the broader brighthush ecosystem, collaborating with sales, operations, claims, and customer service teams to deliver a unified, high‑quality experience.

Key Responsibilities

• Client Advocacy – Act as the primary point of contact for clients seeking advanced assistance, offering tailored advice and solutions that align with their financial goals.
• Product Expertise – Develop deep knowledge of brighthush’s legacy and current life and annuity offerings, staying up‑to‑date on product features, benefits, and regulatory changes.
• Needs Analysis & Suitability Assessment – Conduct comprehensive evaluations of client needs, ensuring that recommended products meet regulatory suitability standards.
• New Business Development – Identify and pursue opportunities to cross‑sell non‑variable life insurance and annuity products, submitting and tracking new applications.
• Ongoing Support & Relationship Management – Serve as the agent of record for clients, maintaining regular communication through calls, emails, and annual policy reviews.
• Internal Collaboration – Partner with customer service, sales, operations, and claims teams to resolve client inquiries, streamline processes, and share best practices.
• Process Improvement – Design and implement initiatives that enhance service delivery, reduce turnaround times, and elevate client satisfaction.
• Administrative Excellence – Manage documentation, data entry, and reporting tasks with precision and attention to detail.

Essential Qualifications

• High school diploma or equivalent; a bachelor’s degree is a plus.
• 0–2 years of cumulative experience in a customer‑facing role within the financial services or insurance industry.
• Strong communication skills, both verbal and written, with the ability to explain complex concepts in simple terms.
• Demonstrated ability to build rapport quickly and maintain long‑term client relationships.
• Proficiency with CRM systems, Microsoft Office Suite, and data‑entry tools.
• Willingness to obtain necessary licensing (e.g., life insurance, annuity) within the first 90 days of employment.
• Self‑motivated, detail‑oriented, and capable of working independently in a remote or hybrid environment.

Preferred Qualifications

• Prior experience selling life insurance or annuity products.
• Knowledge of regulatory compliance and suitability guidelines.
• Experience with remote work tools such as Zoom, Teams, and cloud‑based collaboration platforms.
• Background in customer service or claims processing within the insurance sector.
• Demonstrated success in meeting or exceeding sales targets.

Skills & Competencies

• Analytical Thinking – Ability to assess client data, identify gaps, and recommend appropriate solutions.
• Problem‑Solving – Quickly diagnose issues and develop effective resolutions.
• Empathy & Emotional Intelligence – Understand client concerns and respond with genuine care.
• Adaptability – Thrive in a fast‑changing environment and embrace new technologies.
• Team Collaboration – Work effectively across departments to achieve shared goals.
• Time Management – Prioritize tasks and meet deadlines in a dynamic setting.

Career Growth & Learning Opportunities

At brighthush, we’re committed to your professional development. As a Customer Solutions Specialist, you’ll have access to:

• Structured onboarding and continuous training programs covering product knowledge, compliance, and sales techniques.
• Mentorship from senior advisors and industry experts.
• Opportunities to advance into senior advisory roles, product management, or operations leadership.
• Cross‑functional projects that broaden your skill set and expose you to new areas of the business.
• Annual performance reviews with clear pathways for advancement and salary progression.

Work Environment & Culture

brighthush embraces a flexible, hybrid work model that supports work‑life balance. Whether you choose to work from home, our modern office spaces, or a combination of both, you’ll find a supportive environment that values autonomy and collaboration.

Our culture is built on:

• Open Communication – Transparent dialogue across all levels.
• Recognition & Celebration – We celebrate achievements, big and small.
• Community Engagement – Volunteer opportunities and charitable partnerships.
• Wellness & Well‑Being – Programs that support mental, physical, and financial health.

Compensation & Benefits

We offer a competitive hourly rate of $29.83–$49.68, with eligibility for an annual bonus program based on performance and company results. In addition to your base pay, you’ll enjoy a comprehensive benefits package designed to support you and your family:

• Flexible full‑time or hybrid telecommuting arrangements.
• 401(k) plan with immediate vesting and company matching up to 6%.
• Paid time off, including vacation, sick days, flex days, and ten paid holidays.
• Health, dental, and vision insurance options.
• Life and disability coverage.
• Employee assistance program (EAP) for mental health support.
• Wellness stipend and gym membership discounts.
• Professional development budget for courses, certifications, and conferences.
• Employee referral bonus program.
• Company‑sponsored community service days.

Remote Work & Technical Requirements

As a remote‑first organization, we require a reliable internet connection to ensure seamless communication with clients and colleagues:

• Minimum Speed – 100 Mbps download and 20 Mbps upload.
• Connection Type – Fiber, cable (e.g., Comcast, Spectrum), or DSL.
• Prohibited Technologies – Satellite, cellular broadband, or any wireless technology.

During the application process, you will be asked to test your internet speed to confirm compliance with these standards.

Inclusion & Diversity

brighthush is proud to be one of the most inclusive companies in the industry. We actively foster an environment where every employee feels valued, respected, and empowered to contribute. Our initiatives include:

• Bias‑free hiring practices and inclusive interview panels.
• Employee resource groups that celebrate diverse identities.
• Regular training on cultural competency and unconscious bias.
• Transparent metrics and accountability for diversity goals.

Work Authorization & Eligibility

Applicants must be authorized to work in the United States at the time of hire and maintain that status throughout employment. Employer sponsorship for work visas is not available for this role.

Identity Verification

brighthush is committed to fair and secure hiring practices. Candidates will be required to complete video interviews and identity verification steps after the initial phone screen. Failure to comply may result in disqualification from the recruitment process or withdrawal of a job offer.

Ready to Make an Impact?

If you’re passionate about helping clients protect their futures, thrive in a collaborative environment, and grow your career in the financial services industry, we want to hear from you. Join brighthush and become part of a team that values your expertise, supports your growth, and celebrates your success.

Apply now and start your journey with brighthush today!

Originally posted on brighthush