Dynamic Defined Contribution Customer Solutions Specialist – Financial Education & Retirement Planning Expert (Remote/Hybrid)

Welcome to brighthush – Where People Power Success

At brighthush, we know that a company’s greatest asset is its people. Our core values—purposeful, human, united, and growth‑minded—are not just words on a wall; they are lived every day by a diverse, inclusive team that believes in connecting purpose with impact. As a leader in the benefits ecosystem, brighthush empowers organizations to build healthier, more financially secure workforces by seamlessly integrating health, wealth, wellbeing, navigation, and absence management solutions.

Why brighthush Is a Great Place to Build Your Career

Our commitment to employee wellbeing is reflected in a comprehensive total rewards package that supports your mind, body, wallet, and life. From day one, you’ll enjoy:

• Health, dental, and vision coverage that starts on your first day.
• Wellbeing programs that promote mental, physical, and financial health.
• Retirement plans with contribution matching to help you grow your future savings.
• Generous paid time off, parental leave, and flexible working arrangements so you can thrive at work and at home.
• Continuing education, certifications, and career‑growth pathways within a thriving global organization.

Our Flexible Work Philosophy

We recognize that the best work happens when you can bring your whole self to the table. brighthush has been a pioneer in flexible workspaces and has earned the “Top 100 Company for Remote Jobs” distinction for six consecutive years. Whether you prefer a fully remote setup, a hybrid schedule, or a traditional office environment, we’ll work with you to find the arrangement that fuels your productivity and happiness.

Culture of Excellence – Recognized Worldwide

Our people’s dedication has earned brighthush multiple accolades, including “Great Place to Work” for seven straight years and Fortune’s “Best Companies to Work For.” These honors reflect a culture where collaboration, innovation, and respect are the norm, not the exception.

About the Role: Defined Contribution Customer Solutions Specialist

As a Defined Contribution Customer Solutions Specialist at brighthush, you will be the trusted voice for plan participants navigating the complexities of retirement planning. You’ll handle inbound calls, provide clear financial education, and guide customers through investment, distribution, loan, and payment options for both qualified and non‑qualified retirement plans. This role blends deep financial knowledge with a passion for helping people achieve financial security.

Key Responsibilities

• Answer inbound calls with professionalism, empathy, and a focus on delivering accurate financial education.
• Interpret and explain complex retirement‑related questions, including investment choices, distribution rules, loan options, and payment mechanisms.
• Guide participants toward the most appropriate tools and services within brighthush’s suite of retirement solutions.
• Provide detailed information on the impact of plan distributions, loans, and investment decisions, ensuring participants understand plan‑specific rules.
• Research, troubleshoot, and resolve participant issues independently, developing creative solutions when standard processes fall short.
• Process transactional support requests—such as contribution changes, rollover instructions, and distribution paperwork—accurately and efficiently.
• Maintain a focus on both qualified and non‑qualified retirement plan benefits, ensuring compliance with regulatory standards.
• Document interactions in brighthush’s CRM system, capturing insights that help improve service quality and product development.
• Collaborate with cross‑functional teams—including compliance, product, and technology—to relay participant feedback and drive continuous improvement.

Essential Qualifications

• Current FINRA Securities Industry Essentials (SIE) certification; ability to obtain FINRA Series 6 and Series 63 licenses within six months of hire.
• Demonstrated experience with Defined Contribution (DC) or Qualified Retirement Plans, preferably in a customer‑service or financial‑services setting.
• Strong analytical and problem‑solving abilities, with a knack for troubleshooting basic technical issues.
• Exceptional attention to detail and a commitment to delivering high‑accuracy work.
• Ability to thrive in a high‑pressure, seasonal volume environment while maintaining composure and quality.
• Proven conceptual thinking—identifying patterns, applying concepts, and simplifying complex information for diverse audiences.
• Resilience and confidence when handling difficult or emotionally charged interactions.
• Skilled at asking probing questions to uncover both expressed and unexpressed participant needs.
• Active listening skills that enable you to understand and respond to nuanced customer concerns.

Preferred Qualifications & Additional Assets

• Previous experience in a call‑center or virtual contact‑center environment.
• Familiarity with retirement‑plan administration platforms (e.g., Vanguard, Fidelity, or similar).
• Experience delivering financial education or coaching to non‑technical audiences.
• Professional certifications such as CFP®, ChFC®, or similar designations.
• Multilingual abilities that expand service reach to diverse participant populations.

Core Skills & Competencies for Success

• Communication: Clear, concise, and jargon‑free explanations of financial concepts.
• Empathy: Genuine concern for participants’ financial wellbeing and life goals.
• Critical Thinking: Ability to assess complex scenarios and recommend optimal solutions.
• Technology Proficiency: Comfortable navigating CRM tools, web‑based portals, and basic troubleshooting of digital platforms.
• Time Management: Efficiently handle multiple inquiries while meeting service‑level agreements.
• Team Collaboration: Share insights and best practices with peers and cross‑functional partners.

Career Growth & Learning Opportunities

brighthush invests heavily in the professional development of its people. As a Customer Solutions Specialist, you will have access to:

• Fully funded FINRA Series 6 and Series 63 licensing programs.
• Internal training academies covering retirement‑plan regulations, investment fundamentals, and advanced customer‑service techniques.
• Mentorship programs pairing you with senior retirement‑plan experts.
• Opportunities to transition into roles such as Retirement Plan Consultant, Product Specialist, or Team Lead as you demonstrate mastery and leadership.
• Regular webinars, conferences, and industry‑specific certifications to keep you at the forefront of benefits and financial‑services trends.

Work Environment & Culture at brighthush

Our culture is built on the belief that diverse perspectives drive innovation. At brighthush you will experience:

• Inclusive Leadership: Leaders who actively listen, champion diverse voices, and foster a sense of belonging.
• Collaborative Spaces: Virtual “watercooler” rooms, cross‑team projects, and regular town‑hall meetings that keep everyone aligned.
• Recognition Programs: Peer‑to‑peer shout‑outs, performance bonuses, and milestone celebrations.
• Wellbeing Initiatives: Virtual fitness classes, mindfulness sessions, and financial wellness workshops.
• Community Impact: Volunteer days and charitable giving programs that let you give back to causes you care about.

Compensation, Perks, & Benefits Overview

While exact figures vary by location and experience, the role offers a competitive salary range of $50,000 – $60,000 USD, complemented by performance‑based bonuses and incentive eligibility. Additional benefits include:

• Comprehensive health, dental, and vision coverage from day one.
• Retirement savings plan with company matching contributions.
• Generous paid time off, holidays, and parental leave.
• Flexible work schedules and remote‑work allowances.
• Professional development budget for certifications, courses, and conferences.
• Employee assistance program (EAP) for mental‑health support.
• Technology stipend for home‑office setup.

Application & Interview Process

Applying for this position with brighthush means you understand that any offer is contingent upon successful completion of a background check consistent with brighthush’s employment policies. Checks may include, but are not not limited to, identity verification, education and employment verification, criminal record review, global sanctions screening, credit check, and drug testing where applicable.

All virtual interviews are conducted via video to align with brighthush’s “camera‑on” culture. Candidates should be prepared for occasional travel to a brighthush office for in‑person training or team events.

Our Commitment to Inclusion & Accessibility

brighthush celebrates differences and is dedicated to fostering an environment where every individual feels valued, respected, and supported. We believe diverse teams are stronger, more innovative, and more successful. If you require a reasonable accommodation during the hiring process, please contact us at [email protected].

Equal Opportunity Statement

brighthush is an Equal Employment Opportunity employer. We do not discriminate on the basis of sex, race, color, religion, creed, national origin, ancestry, age, disability, medical condition, pregnancy, marital status, citizenship, military or veteran status, sexual orientation, gender identity or expression, genetic information, or any other characteristic protected by law. We actively pursue affirmative action to employ disabled persons, disabled veterans, and other protected groups.

Work Authorization

Applicants must possess legal authorization to work in the country of employment without requiring future visa sponsorship. This role is open to candidates who meet this requirement at the time of application.

Take the Next Step – Join brighthush Today!

If you are passionate about empowering individuals to achieve financial security, thrive in a fast‑paced, customer‑focused environment, and want to grow your career with a forward‑thinking, award‑winning organization, we want to hear from you. Apply now and become part of a team that turns purpose into impact every day.