Dynamic Remote Sales Customer Service Representative – Lead Reverse Mortgage Opportunities & Drive Client Engagement for brighthush

About brighthush

brighthush is a forward‑thinking financial services firm dedicated to empowering homeowners to unlock the equity in their homes and achieve financial freedom in retirement. With a mission rooted in transparency, integrity, and innovation, brighthush has become a trusted partner for thousands of families across the United States. Our team blends deep industry expertise with a customer‑centric mindset, ensuring that every client receives personalized guidance and support throughout their financial journey.

Why Join brighthush?

At brighthush, we believe that great people are the foundation of exceptional service. We offer a collaborative, inclusive, and growth‑oriented environment where your ideas are heard, your contributions are valued, and your career trajectory is supported by continuous learning and development. Whether you’re a seasoned professional or just starting out, you’ll find a place where you can thrive, innovate, and make a real impact on the lives of our clients.

Position Overview

We are seeking a highly motivated, customer‑focused Remote Sales Customer Service Representative (CSR) to serve as the first point of contact for prospective reverse mortgage clients. In this role, you will generate sales opportunities, qualify leads, and seamlessly transition qualified prospects to our experienced sales team. Your proactive communication, attention to detail, and passion for helping homeowners will be key to driving success for both our clients and brighthush.

Key Responsibilities

• Answer inbound calls from prospective and existing customers with professionalism and empathy.
• Initiate outbound calls to nurture leads, provide product information, and schedule follow‑up appointments.
• Educate callers about the reverse mortgage program, highlighting benefits, eligibility criteria, and the overall process.
• Qualify potential customers against program guidelines (age, loan‑to‑value ratio, homeowner status) using a scripted qualification framework.
• Transfer qualified, interested prospects to the dedicated sales team for deeper engagement and closing.
• Create and manage appointments for sales representatives, ensuring a smooth handoff and high conversion rates.
• Send informational packets and follow‑up materials to prospects via mail or email, maintaining a professional and timely communication cadence.
• Maintain accurate, up‑to‑date records in the Sales CRM, documenting every interaction, qualification status, and next steps.
• Collaborate with marketing and product teams to stay current on program updates, promotional offers, and compliance requirements.
• Track and report on key performance metrics (calls answered, leads qualified, appointments set, conversion rates) to drive continuous improvement.

Essential Qualifications

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Minimum of 1–2 years of customer service or sales experience, preferably in the financial services or mortgage industry.
• Strong understanding of reverse mortgage products and the unique needs of senior homeowners.
• Proficiency with MS Office (Word, Excel, Outlook) and experience using softphone or VoIP systems.
• Excellent verbal and written communication skills, with the ability to explain complex concepts in a clear, concise manner.
• Highly organized, detail‑oriented, and able to manage multiple tasks simultaneously in a fast‑paced environment.
• Self‑motivated, performance‑driven, and comfortable working independently from a remote location.
• Basic knowledge of CRM systems (experience with Salesforce or similar platforms is a plus).
• Fluency in English required; bilingual proficiency (Spanish, French, or other languages) is a strong advantage.

Preferred Qualifications

• Prior experience in a reverse mortgage or senior financial products role.
• Certified Mortgage Professional (CMP) or related industry certification.
• Experience with outbound telemarketing campaigns and lead qualification.
• Knowledge of compliance regulations related to mortgage lending and consumer protection.
• Demonstrated ability to exceed call volume and conversion targets consistently.

Core Skills & Competencies

• Customer‑centric mindset: genuinely cares about helping clients achieve their financial goals.
• Active listening: captures key information and responds with tailored solutions.
• Problem‑solving: quickly identifies obstacles and proposes effective resolutions.
• Adaptability: thrives in a dynamic environment with evolving product offerings and market conditions.
• Team collaboration: works seamlessly with sales, marketing, and compliance teams to deliver a unified client experience.
• Time management: prioritizes tasks, meets deadlines, and maintains high productivity.
• Data integrity: ensures accurate, compliant record‑keeping in the CRM.

Career Growth & Development

At brighthush, we are committed to your professional growth. As a Remote Sales CSR, you will have access to:

• Comprehensive onboarding and ongoing training programs covering product knowledge, sales techniques, and regulatory compliance.
• Mentorship from senior sales leaders who will guide you through advanced sales strategies and career planning.
• Clear career pathways: transition into senior sales roles, account management, or specialized product teams based on performance and interests.
• Regular performance reviews and personalized development plans to help you reach your full potential.
• Opportunities to attend industry conferences, webinars, and workshops to stay ahead of market trends.

Work Environment & Culture

brighthush fosters a culture of respect, innovation, and continuous improvement. Even though you’ll be working remotely, you’ll feel connected through:

• Weekly virtual team huddles to share wins, challenges, and best practices.
• Monthly all‑hands meetings with leadership to discuss company vision and strategy.
• Virtual social events, trivia nights, and wellness challenges to build camaraderie.
• A flexible work schedule that respects work‑life balance while meeting client needs.
• Access to a digital collaboration platform (Slack, Teams) for real‑time communication.

Compensation & Benefits

While specific salary ranges may vary based on experience, we offer a competitive base pay plus a performance‑based commission structure that rewards your success. In addition to compensation, brighthush provides:

• Health, dental, and vision insurance plans with generous coverage options.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) to support your healthcare needs.
• 401(k) retirement plan with company match to help secure your future.
• Paid time off (PTO) and paid holidays to recharge and spend time with loved ones.
• Company‑paid life insurance and disability coverage for peace of mind.
• Access to a wide range of voluntary benefits and employee discounts (travel, fitness, tech).
• Remote work stipend to set up an efficient home office.
• Professional development budget for courses, certifications, and conferences.

How to Apply

If you are passionate about helping homeowners achieve financial freedom, thrive in a remote setting, and excel in a customer‑centric sales environment, we want to hear from you. Click the link below to submit your application and join the brighthush team.

Apply to this Remote Sales Customer Service Representative position at brighthush

Join brighthush Today

At brighthush, you’ll be part of a mission‑driven organization that values innovation, integrity, and the well‑being of its employees. Your role as a Remote Sales CSR will be pivotal in connecting homeowners with life‑changing financial solutions. Take the next step in your career—apply now and help us shape the future of retirement planning.