Remote Customer Service Analyst – Financial Services & Annuity Support – Brighthush

About Brighthush

Brighthush is a forward‑thinking financial services firm that specializes in annuity products and wealth‑preservation solutions. With a mission to “take financial futures above and beyond,” we empower individuals and families to secure their tomorrow with confidence. Our team blends deep industry expertise with a culture of collaboration, innovation, and genuine care for our clients. As a remote‑first organization, we give our people the flexibility to work from anywhere in the United States while staying connected to a vibrant, mission‑driven community.

The Opportunity

We’re looking for a dedicated Customer Service Analyst to join our remote support team. In this role, you’ll be the first point of contact for clients and agents, providing timely, accurate, and empathetic assistance across phone, chat, and email channels. You’ll help customers navigate complex annuity products, resolve inquiries, and ensure a seamless experience that reflects Brighthush’s commitment to excellence.

As part of our growth strategy, this position offers a clear career path. You’ll receive comprehensive training, ongoing mentorship, and the chance to advance into senior support, product specialist, or even leadership roles within the organization.

Key Responsibilities

• Customer Interaction & Issue Resolution: Analyze incoming requests via phone, chat, and email to understand customer needs, resolve inquiries, and ensure satisfaction.
• Complex Communication: Translate intricate annuity concepts—such as interest calculations, fee structures, and death benefit provisions—into clear, customer‑friendly explanations.
• Escalation Management: De‑escalate dissatisfied customers with patience, empathy, and effective problem‑solving techniques.
• Data Accuracy: Update, monitor, and document customer interactions in multiple CRM systems, ensuring data integrity and compliance.
• Product Knowledge Development: Build deep understanding of core annuity products, IRS tax qualifications, and regulatory requirements to confidently discuss features with clients.
• Cross‑Functional Liaison: Act as a bridge between customers and internal departments (e.g., underwriting, compliance, finance) to expedite resolution.
• Process Improvement: Identify bottlenecks, recommend enhancements, and collaborate on initiatives that increase efficiency and quality.
• Compliance & Quality Assurance: Adhere to company policies, regulatory guidelines, and quality standards in all interactions.
• Continuous Learning: Participate in ongoing training, workshops, and knowledge‑sharing sessions to stay current on industry trends and product updates.
• Additional Duties: Perform any other tasks as assigned to support team objectives and organizational goals.

Essential Qualifications

• High school diploma or equivalent (Bachelor’s degree preferred).
• Minimum of 2 years of customer service experience, preferably in a financial or call‑center environment.
• Exceptional verbal and written communication skills.
• Strong attention to detail and ability to multitask in a fast‑paced, high‑volume setting.
• Proficiency with CRM platforms and Microsoft Office Suite.
• Availability to work Monday‑Thursday 10:00 AM–7:00 PM EST and Friday 8:00 AM–5:00 PM EST.

Preferred Qualifications

• Prior call‑center or financial services experience.
• Series 6 licensure at the time of hire or the ability to obtain it within a specified timeframe.
• Experience with annuity products, tax‑qualified plans, or estate planning concepts.
• Knowledge of Power of Attorney, Trusts, Estates, and Custodian documentation.

Skills & Competencies

• Customer‑Centric Mindset: Passion for helping clients achieve their financial goals.
• Analytical Thinking: Ability to dissect complex information and provide clear solutions.
• Empathy & Patience: Maintain a calm, professional demeanor even in challenging situations.
• Team Collaboration: Work effectively with cross‑functional teams to resolve issues.
• Adaptability: Thrive in a dynamic environment with evolving processes and technologies.
• Time Management: Prioritize tasks to meet performance metrics and quality standards.

Career Growth & Learning

At Brighthush, we believe in investing in our people. You’ll have access to:

• Structured onboarding and continuous training programs.
• Mentorship from senior analysts and product experts.
• Opportunities to pursue industry certifications (Series 6, Series 7, etc.).
• Clear promotion pathways to senior analyst, team lead, or product specialist roles.
• Regular performance reviews and goal‑setting sessions.

Work Environment & Culture

Our remote‑first culture means you can work from anywhere in the U.S., while still enjoying:

• Weekly virtual team huddles and knowledge‑sharing sessions.
• A supportive, inclusive environment that values diversity and equity.
• Access to a digital collaboration hub for real‑time communication.
• Regular virtual social events to build camaraderie.
• Flexibility to balance professional responsibilities with personal life.

Compensation & Benefits

While the exact salary range for this role is $33,000–$48,000 based on experience, Brighthush offers a comprehensive benefits package that may include:

• Competitive base salary.
• Performance‑based bonus structure.
• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off and holidays.
• Professional development stipend.
• Employee assistance program.
• Flexible work schedule and remote work stipend.

How to Apply

Ready to join a team that values your expertise and supports your growth? Click the link below to submit your application and take the first step toward a rewarding career at Brighthush.

Apply to this job

Closing

At Brighthush, we’re more than a financial services company—we’re a community dedicated to empowering our clients and our people. If you’re passionate about delivering exceptional customer service, eager to deepen your knowledge of annuity products, and ready to grow within a supportive, remote‑first environment, we want to hear from you. Join us and help shape the financial futures of countless families while advancing your own career.