Dynamic Customer Engagement Specialist – Financial Services & Wealth Management – Remote & Onsite Roles in California, Indiana, Maine, and Nationwide – Drive Client Success with brighthush

About brighthush

brighthush is more than a financial services provider; we are a catalyst for financial empowerment. With a portfolio that spans life insurance, retirement planning, annuities, and wealth management, we help individuals and families navigate the most critical decisions of their lives. Our data‑driven approach, combined with a commitment to integrity and customer satisfaction, has earned us a reputation as a trusted partner in financial wellness. Whether you work from the comfort of your home or in one of our regional hubs, you will be part of a culture that values innovation, continuous learning, and a healthy work‑life balance.

Why Join brighthush?

At brighthush, every team member is a catalyst for change. As a Customer Engagement Specialist, you will be the frontline ambassador of our brand, ensuring that every interaction leaves a lasting, positive impression. In return, we offer:

• Competitive compensation: Base salary ranging from $44,012 to $58,760 per year, commensurate with experience and performance.
• Comprehensive benefits: 401(k) matching, generous paid time off, retirement plan options, and parental leave.
• Flexible work arrangements: Fully remote with the option to return to our offices in California, Indiana, or Maine as needed.
• Professional growth: Mentorship, training programs, and access to industry certifications.
• Inclusive culture: Diversity, innovation, and high‑performance rewards.

Role Overview

As a Customer Engagement Specialist, you will be the voice and face of brighthush, ensuring that every client interaction reflects our commitment to excellence. Your day‑to‑day responsibilities will include:

Key Responsibilities

• Managing inbound calls and digital inquiries: Respond promptly to customer questions via phone, email, and chat, providing accurate information and solutions.
• Resolving customer issues: Diagnose and troubleshoot problems, escalating complex cases to the appropriate internal teams while maintaining a high level of customer satisfaction.
• Collaborating with stakeholders: Work closely with product, underwriting, and compliance teams to ensure seamless service delivery and continuous improvement of customer touchpoints.
• Maintaining accurate records: Log all interactions in our CRM system, ensuring data integrity and compliance with regulatory standards.
• Providing product knowledge: Stay up‑to‑date on brighthush’s insurance and retirement products, enabling you to recommend tailored solutions that meet each client’s unique needs.
• Participating in quality assurance initiatives: Review call recordings and customer feedback to identify trends, recommend process enhancements, and contribute to a culture of continuous improvement.
• Adhering to compliance and security protocols: Follow all internal policies and external regulations to protect client data and maintain trust.

Essential Qualifications

• High school diploma or equivalent; college degree or relevant work experience preferred.
• Minimum of 1 year of experience in insurance operations, call center, or financial services environments.
• Proven ability to communicate clearly and empathetically with diverse customer groups.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM platforms.
• Self‑motivated, detail‑oriented, and capable of managing multiple priorities in a fast‑paced environment.
• Comfortable working remotely with occasional onsite visits to brighthush offices in California, Indiana, or Maine.
• Fluency in English; additional language skills are a plus.

Preferred Qualifications

• Experience with financial products such as life insurance, annuities, or retirement plans.
• Knowledge of regulatory requirements (e.g., FINRA, SEC, state insurance regulations).
• Previous exposure to customer success or account management roles.
• Demonstrated ability to use data analytics tools to drive customer insights and improve service metrics.
• Strong problem‑solving skills and a proactive approach to identifying and resolving customer pain points.

Skills & Competencies

• Communication: Exceptional verbal and written communication skills, with the ability to convey complex information in a clear, concise manner.
• Customer‑centric mindset: Passion for delivering outstanding service and a genuine desire to help clients achieve their financial goals.
• Technical aptitude: Comfortable navigating multiple software applications, troubleshooting issues, and learning new tools quickly.
• Collaboration: Ability to work effectively with cross‑functional teams, building strong relationships and fostering a collaborative environment.
• Adaptability: Thrive in a dynamic setting, adjusting to changing priorities and evolving customer needs.
• Analytical thinking: Use data to identify trends, measure performance, and recommend actionable improvements.

Career Growth & Learning Opportunities

At brighthush, we view every role as a stepping stone to greater responsibility and impact. As a Customer Engagement Specialist, you will have the chance to:

• Advance into senior customer success or account management positions.
• Take on leadership responsibilities, such as team lead or project manager roles.
• Earn industry certifications (e.g., Certified Insurance Counselor, Financial Planning Certification) through our sponsorship program.
• Participate in cross‑departmental initiatives, gaining exposure to product development, marketing, and compliance.
• Attend annual conferences, webinars, and workshops to stay ahead of industry trends.

Work Environment & Company Culture

brighthush fosters a culture of transparency, collaboration, and continuous improvement. Our remote‑first approach is complemented by vibrant regional hubs that encourage face‑to‑face interaction, networking, and team building. Key cultural pillars include:

• Inclusivity: We celebrate diverse perspectives and create an environment where every voice is heard.
• Innovation: Employees are empowered to experiment, propose new ideas, and drive change.
• Well‑being: Flexible schedules, mental health resources, and wellness programs support a healthy work‑life balance.
• Recognition: Regular shout‑outs, performance bonuses, and peer‑to‑peer recognition programs highlight outstanding contributions.

Compensation & Benefits

In addition to a competitive base salary, brighthush offers:

• 401(k) plan with company match to help you build long‑term wealth.
• Generous paid time off (PTO) policy, including vacation, sick leave, and personal days.
• Comprehensive health, dental, and vision insurance plans.
• Parental leave policy that supports new parents with paid time off and flexible return‑to‑work options.
• Employee assistance program (EAP) for mental health and financial counseling.
• Regular team events, virtual happy hours, and community service opportunities.

How to Apply

If you are passionate about delivering exceptional customer experiences and want to grow your career in a dynamic financial services environment, we encourage you to apply today. Join brighthush and help us shape the future of financial wellness for our clients.