Remote Position

Seasoned Remote Customer Service & Sales Specialist – Financial Solutions, Member Relationship Building & Compliance Excellence at brighthush

🌍 Remote · United States 💼 Full-time
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About brighthush

brighthush is a forward‑thinking financial services organization dedicated to empowering individuals and families to achieve their financial dreams. With a legacy of community‑first values and a commitment to innovation, brighthush blends cutting‑edge technology with personalized service to deliver solutions that matter. Our mission is simple: help members define and reach their financial goals while fostering a culture of trust, growth, and continuous learning.

Why Join brighthush?

  • Impactful Work: Every interaction you have helps a member improve their financial well‑being.
  • Remote Flexibility: Work from the comfort of your home while staying connected to a vibrant team.
  • Career Growth: Structured advancement paths, mentorship, and professional development programs.
  • Competitive Compensation: Starting wage of $18.25 per hour, with performance‑based incentives.
  • Comprehensive Benefits: Medical, dental, vision, 401(k) match, tuition assistance, paid time off, and more.
  • Diverse & Inclusive Culture: A welcoming environment where every voice is heard.

Role Overview

As a Remote Customer Service & Sales Agent at brighthush, you will blend exceptional customer service with strategic sales skills to uncover member needs, recommend valuable financial solutions, and build lasting relationships. You will operate in a fast‑paced contact center environment, confidently handling member conversations, solving problems, and applying 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 Apply for this job
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