Dynamic Remote Customer Success & Sales Specialist – Financial Services – Own Your Client Portfolio, Earn Unlimited Commissions, Accelerate Your Career, and Shape the Future of Family Wealth Protection at brighthush

About brighthush

brighthush is more than a financial services firm; it is a nationwide movement dedicated to empowering families to protect, grow, and secure their financial futures. Since our founding, we have partnered with thousands of households, delivering innovative, customer‑centric solutions that blend life insurance, annuities, retirement planning, and wealth‑management tools. Our mission is simple yet profound: to make financial protection accessible, understandable, and truly transformative for every client we serve.

At brighthush, we believe that the best financial outcomes are built on trust, education, and a relentless focus on customer success. Whether you are a seasoned sales professional or a motivated newcomer, you’ll find a dynamic, supportive environment where you can launch a rewarding career, build your own book of business, and earn unlimited commissions that reflect your performance.

Why Join brighthush?

brighthush offers a fully remote work model that gives you the freedom to work from anywhere in the USA while still enjoying the camaraderie and collaboration of a close‑knit team. Our culture is built on integrity, creativity, and a passion for helping families thrive. We provide comprehensive training, mentorship, and a culture that celebrates ambition, results, and continuous learning.

Key Highlights

• 100% Remote Work: Work from the comfort of your home or any location that inspires you.
• Flexible Scheduling: Design a workday that fits your lifestyle.
• Uncapped Commission & Incentive Structure: Your earnings grow with your performance.
• Comprehensive Training & Mentorship: From onboarding to advanced sales techniques.
• One‑on‑One Coaching: Personalized guidance to accelerate your growth.
• Licensing Assistance: We’ll support you in obtaining your life insurance license.
• Career Advancement: Clear pathways to leadership roles.
• Own Book of Business: Build and manage your own client portfolio.
• Long‑Term Income Potential: Earn based on your results, not a fixed salary.

Role Overview

As a Remote Customer Success & Sales Specialist at brighthush, you will be the frontline advocate for families seeking financial protection. Your primary responsibility is to conduct in‑depth consultations, assess client needs, and recommend tailored solutions that align with their long‑term goals. You’ll build and nurture a robust pipeline of prospects, manage your own book of business, and ultimately drive revenue growth for the organization.

What You’ll Do

• Connect with individuals and families who have expressed interest in financial protection services.
• Conduct comprehensive consultations via phone and Zoom, uncovering clients’ financial objectives and risk tolerance.
• Present customized solutions—such as life insurance, annuities, or retirement planning—based on a deep understanding of client needs.
• Build and manage a thriving book of business, ensuring consistent pipeline development and client retention.
• Leverage data and client insights to refine sales strategies and improve conversion rates.
• Collaborate with internal teams (underwriting, claims, and support) to deliver seamless client experiences.
• Work toward obtaining your life insurance license, with structured training and mentorship from seasoned professionals.
• Track performance metrics, update CRM records, and report on progress to leadership.
• Participate in weekly virtual huddles, monthly all‑hands meetings, and continuous learning sessions.
• Advocate for clients’ best interests, ensuring compliance with regulatory standards and ethical guidelines.

Essential Qualifications

We’re looking for individuals who bring passion, resilience, and a customer‑centric mindset. While industry experience is a plus, we value the right attitude and a willingness to learn above all.

• Motivated, ambitious, and coachable: You thrive on feedback and continuous improvement.
• Goal‑oriented and self‑driven: You set clear targets and work relentlessly to achieve them.
• Excellent communication skills: You can articulate complex financial concepts in simple, relatable terms.
• Strong interpersonal skills: You enjoy connecting with people and building lasting relationships.
• Interest in sales, business, finance, or entrepreneurship: You’re curious about how financial products can transform lives.
• Ready to learn and willing to put in the work: You understand that success requires dedication and persistence.
• Experience in sales, customer service, retail, hospitality, leadership, athletics, or other people‑focused roles is a great foundation.

Preferred Qualifications

While not mandatory, the following credentials will give you a competitive edge:

• Prior experience in financial services or insurance sales.
• Knowledge of life insurance products, annuities, or retirement planning.
• Proficiency with CRM systems (e.g., Salesforce, HubSpot).
• Experience with virtual sales platforms and video conferencing tools.
• Basic understanding of regulatory compliance in the financial industry.

Skills & Competencies

• Strategic Thinking: Ability to assess client needs and craft tailored solutions.
• Relationship Building: Cultivate trust and rapport with clients and colleagues.
• Problem Solving: Identify obstacles and devise effective solutions.
• Time Management: Prioritize tasks and meet deadlines in a fast‑paced environment.
• Adaptability: Thrive in a remote setting and adjust to evolving client demands.
• Data‑Driven Decision Making: Use metrics to refine sales tactics and improve outcomes.
• Team Collaboration: Work seamlessly with cross‑functional teams to deliver exceptional service.

Career Growth & Learning Opportunities

At brighthush, your professional development is a top priority. We offer a structured career ladder that rewards performance, initiative, and leadership potential.

• Entry‑Level Success: Master the fundamentals of financial sales, build a strong client base, and earn competitive commissions.
• Mid‑Level Advancement: Transition into a Senior Sales Representative role, mentor new hires, and take on larger accounts.
• Leadership Pathways: Move into team lead, regional manager, or business development positions, shaping strategy and driving growth.
• Continuous Learning: Access to industry certifications, webinars, and workshops to keep your knowledge current.
• Mentorship Program: Pair with experienced leaders who provide guidance, feedback, and career advice.
• Professional Development Stipend: Use funds for courses, certifications, conferences, or advanced training.
• Innovation Labs: Participate in product development, beta testing, and market research initiatives.

Work Environment & Culture

brighthush thrives on a culture of collaboration, transparency, and empowerment. Even though we’re fully remote, we maintain strong connections through:

• Weekly virtual team huddles to share wins and challenges.
• Monthly all‑hands meetings featuring guest speakers and industry insights.
• Open communication channels via Slack, Teams, and email.
• Recognition programs that celebrate achievements and milestones.
• Inclusive values that celebrate diversity, equity, and belonging.
• Community outreach initiatives that give back to families in need.
• Annual retreats and virtual social events to strengthen team bonds.

Compensation & Benefits

While the exact figures vary based on experience and performance, brighthush offers a competitive compensation package that includes:

• Base salary (competitive with industry standards) + uncapped commission structure.
• Performance‑based bonuses and incentive programs.
• Health, dental, and vision insurance (for eligible employees).
• 401(k) retirement plan with company match.
• Paid time off (PTO) and flexible holiday scheduling.
• Professional development stipend for courses, certifications, and conferences.
• Wellness resources, including virtual fitness classes and mental health support.
• Technology stipend to equip you with the tools you need for remote work.
• Home office allowance for ergonomic equipment, high‑speed internet, and phone.
• Employee assistance program for counseling and life‑balance resources.

How to Apply

Ready to take the next step in your career? Click the link below to submit your application and join the brighthush family. We’re excited to meet driven, customer‑focused professionals who are eager to make a real impact on families across the United States.

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