Dynamic Sales & Customer Service Representative – Lead Generation & Reverse Mortgage Solutions at brighthush

About brighthush

At brighthush, we believe that every homeowner deserves the freedom to enjoy the life they’ve built. Our mission is to empower seniors to unlock the value of their homes through innovative, transparent, and compassionate reverse mortgage solutions. With a proven track record of excellence, brighthush has earned an “Excellent” rating on Trustpilot and thousands of heartfelt testimonials from clients who have experienced the difference we make. We’re not just a company; we’re a community that thrives on integrity, collaboration, and a relentless commitment to customer success.

Why Join brighthush?

When you step into brighthush, you’re not just taking a job—you’re embarking on a career that grows with you. We champion professional development through comprehensive training, mentorship programs, and clear career pathways. Our culture is built on open communication, teamwork, and a sense of purpose that turns everyday work into meaningful impact. As a Great Place to Work® for three consecutive years, we celebrate our people with team‑building events, friendly competitions, and a supportive environment that makes every day rewarding.

Role Overview

The Sales Customer Service Representative (CSR) is the frontline catalyst for our Retail Sales team. You’ll be the first point of contact for prospective clients seeking information about reverse mortgage programs, and you’ll also proactively reach out to potential customers. Your role blends inbound and outbound communication, qualification, and appointment setting to create high‑quality sales opportunities. With a focus on performance metrics and customer satisfaction, you’ll help drive brighthush’s growth while delivering exceptional service.

Key Responsibilities

• Inbound Call Management: Answer and triage incoming calls from prospective homeowners, providing clear, accurate information about reverse mortgage options.
• Outbound Prospecting: Initiate daily outbound calls, targeting qualified leads and generating new sales opportunities.
• Lead Qualification: Assess each caller’s eligibility based on age, loan‑to‑value ratio, and homeowner status using scripted criteria.
• Appointment Scheduling: Create and confirm appointments for the Retail Sales team, ensuring a seamless handoff.
• Information Distribution: Mail or email detailed program packets to interested prospects.
• CRM Management: Update the Sales CRM with comprehensive notes on each interaction, maintaining data integrity and compliance.
• Performance Tracking: Meet or exceed daily dialing targets (100+ dials) and other business‑defined metrics.
• Continuous Improvement: Participate in ongoing training and feedback sessions to refine skills and stay current on industry trends.

Essential Qualifications

• Proven customer service experience, preferably in a call‑center or sales environment.
• Basic computer proficiency (MS Office, 10‑key, softphone systems).
• Strong verbal and written communication skills, with the ability to explain complex financial concepts in simple terms.
• Organized, detail‑oriented, and performance‑driven mindset.
• Basic understanding of reverse mortgage products and mortgage industry fundamentals.
• Ability to work independently while collaborating with a cross‑functional team.
• Availability to work flexible hours, including evenings and weekends, as required.

Preferred Qualifications

• Bilingual proficiency (Spanish/English) to serve a diverse client base.
• Prior experience in the financial services or mortgage industry.
• Familiarity with CRM platforms such as Salesforce or HubSpot.
• Strong analytical skills to assess loan‑to‑value ratios and eligibility criteria.
• Experience with outbound dialing tools and call‑center metrics.

Skills & Competencies

• Customer‑Centric Mindset: Passion for helping seniors achieve their financial goals.
• Communication Excellence: Clear, empathetic, and persuasive speaking and writing.
• Time Management: Ability to juggle multiple calls, follow‑ups, and administrative tasks efficiently.
• Problem‑Solving: Quick thinking to address objections and guide prospects toward solutions.
• Team Collaboration: Willingness to share insights and support colleagues.
• Adaptability: Comfortable with evolving processes, technology, and market conditions.

Career Growth & Learning Opportunities

At brighthush, we invest in your professional journey. Every CSR has a clear career ladder that can lead to roles such as Senior Sales Representative, Team Lead, or Sales Manager. We provide:

• Structured onboarding and continuous training modules.
• Mentorship from seasoned sales leaders.
• Access to industry conferences, webinars, and certifications.
• Regular performance reviews with actionable feedback.
• Opportunities to cross‑train in related departments like Marketing, Compliance, or Product Development.

Work Environment & Company Culture

Our Houston office is a vibrant hub of creativity and collaboration. We celebrate diversity, encourage open dialogue, and foster a culture where ideas thrive. From casual coffee breaks to quarterly team outings, we ensure that work feels less like “just work” and more like a shared mission. At brighthush, your voice matters, and your contributions shape the future of senior financial empowerment.

Compensation & Benefits

We offer a competitive hourly rate of $20 per hour, with the potential for additional commissions based on individual performance. In addition to base pay, you’ll enjoy a comprehensive benefits package that includes:

• Medical, Dental, and Vision insurance.
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
• Company‑matched 401(k) plan.
• Generous paid time off (PTO) and paid holidays.
• Life insurance and disability coverage.
• Employee discounts on financial products and partner services.
• Professional development stipend and tuition reimbursement.

How to Apply

If you’re ready to make a tangible difference in the lives of seniors while building a rewarding career, we’d love to hear from you. Click the link below to submit your application and join the brighthush family.

Closing Statement

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