Seasoned Remote Customer Service & Sales Specialist – Financial Solutions Expert, Member Relationship Builder, and Compliance Champion for brighthush

About brighthush

brighthush is a trailblazing financial services organization that places people at the heart of everything we do. With a rich heritage rooted in community‑first values, we empower individuals and families to realize their financial aspirations through a blend of cutting‑edge technology and personalized service. Our mission is simple yet powerful: help members define and reach their financial goals while fostering a culture of trust, growth, and continuous learning. As a leader in the industry, brighthush is committed to innovation, integrity, and inclusive excellence, ensuring that every member experience is meaningful, transparent, and transformative.

Why Join brighthush?

• Impactful Work: Every interaction you have directly influences a member’s financial well‑being, helping them build a brighter future.
• Remote Flexibility: Work from the comfort of your home while staying connected to a vibrant, collaborative team that values autonomy and results.
• Career Growth: Structured advancement paths, mentorship programs, and a robust learning ecosystem enable you to scale your career quickly.
• Competitive Compensation: Starting wage of $18.25 per hour, with performance‑based incentives that reward excellence.
• Comprehensive Benefits: Medical, dental, vision, 401(k) match, tuition assistance, paid time off, and more—designed to support you and your family.
• Diverse & Inclusive Culture: A welcoming environment where every voice is heard, respected, and celebrated.

Role Overview

As a Remote Customer Service & Sales Specialist at brighthush, you will be the frontline ambassador of our brand, blending exceptional customer service with strategic sales acumen. Your mission is to uncover member needs, recommend tailored financial solutions, and build lasting relationships—all while operating in a fast‑paced contact center environment. You will confidently handle member conversations, solve problems, and apply the brighthush “Assess, Advise, Assist” model to help members achieve their financial goals.

Key Responsibilities

• Member Relationship Building: Proactively identify member needs through meaningful conversations and recommend products and services that enhance financial well‑being on every call.
• Sales Excellence: Utilize the brighthush “Assess, Advise, Assist” framework to create personalized solutions, deepen member relationships, achieve performance goals, and deliver exceptional member experiences.
• Communication Mastery: Build trust through clear, professional, and empathetic communication. Actively listen, ask thoughtful questions, explain complex information in an easy‑to‑understand manner, and create positive member experiences during every interaction.
• Compliance & Regulatory Adherence: Comply with all regulations, including the Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC, Regulation DD, and any other applicable laws related to your position.
• Performance Accountability: Own and manage your performance results, striving for quality, service, and sales goals.
• Continuous Improvement: Embrace coaching, adapt to a fast‑paced, evolving environment, and seek opportunities for growth.

Essential Qualifications

• High school diploma or GED.
• 6–12 months of experience in customer service, sales, retail sales, or call center environments.
• Strong communication skills—both verbal and written.
• Demonstrated ability to build trust and long‑term relationships.
• Comfortable working toward quality, service, and sales goals.
• Adaptability in a fast‑paced, changing environment.
• Experience with compliance and regulatory frameworks is a plus.

Preferred Qualifications

• Previous experience in financial services or a related field.
• Knowledge of the brighthush “Assess, Advise, Assist” sales model.
• Bilingual proficiency (English + another language) and the ability to complete language proficiency assessments.
• Experience with remote work tools and virtual collaboration platforms.

Skills & Competencies

• Customer‑centric mindset with a passion for helping others.
• Strong problem‑solving and analytical abilities.
• Excellent time‑management and organizational skills.