Senior Sales & Customer Success Specialist – Senior Home‑Equity Solutions Expert, Remote/Hybrid, Championing Compassionate Financial Empowerment & Legacy Preservation at brighthush

About brighthush

brighthush is more than a company; it’s a movement that redefines how seniors experience financial freedom. Founded on the belief that a home is more than a roof—it’s a legacy, a source of comfort, and a potential asset—brighthush has become the leading authority in senior home‑equity solutions across the United States. Our mission is simple yet powerful: help older homeowners unlock the value of their homes without compromising the legacy they’ve built for their families.

We partner with retirees, offering clear, stress‑free pathways to reverse‑mortgage programs that fund the lifestyle they’ve always dreamed of. By combining cutting‑edge technology, expert financial guidance, and a culture rooted in empathy, we empower seniors to make informed decisions that protect their future and preserve their heritage. Our commitment to transparency and customer care has earned us an “Excellent” rating on brighthush, thousands of heartfelt testimonials, and a reputation as the most trusted name in senior‑focused equity financing.

Why Join brighthush?

At brighthush, we don’t just fill seats—we nurture careers. Here’s why our team members stay, grow, and thrive with us:

• Growth‑First Philosophy: We invest heavily in training, mentorship, and clear career ladders. Internal promotions are the norm, not the exception.
• Culture That Clicks: Hard work is balanced with fun. From virtual coffee chats and friendly competitions to quarterly team‑building retreats, we keep the atmosphere lively and collaborative.
• Best‑in‑Class Benefits: Comprehensive medical, dental, and vision plans; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; generous paid time off; paid holidays; company‑paid life insurance; and a 401(k) with a competitive match.
• Recognition & Rewards: In addition to a competitive hourly base, you’ll earn performance‑based commissions that directly reflect your impact.
• brighthush Certified: For three consecutive years we’ve been honored as a brighthush, a testament to our employee‑first mindset.
• Inclusive & Diverse Environment: We celebrate the unique perspectives each employee brings, fostering a culture where everyone feels heard, respected, and empowered to contribute.

Role Overview

The Senior Sales & Customer Success Specialist at brighthush is the front‑line catalyst that transforms curiosity into qualified sales opportunities for our Retail Sales team. You will be the trusted voice that answers inbound inquiries about reverse‑mortgage programs, initiates outbound outreach to prospective seniors, and expertly guides each conversation toward a qualified appointment. This role blends high‑energy sales prospecting with compassionate customer service, ensuring every caller feels heard, respected, and empowered to make informed financial decisions.

As a hybrid or remote professional, you’ll enjoy the flexibility to work from home or from our modern Houston hub, while staying connected to a vibrant, collaborative team that values transparency, innovation, and continuous learning.

Key Responsibilities

• Inbound Call Management: Answer a high volume of incoming calls from seniors and their families seeking information about reverse‑mortgage options.
• Outbound Prospecting: Conduct 100+ outbound dials per day to curated leads, introducing brighthush’s solutions and gauging interest.
• Program Education: Clearly articulate the benefits, eligibility criteria, and process of reverse mortgages, using approved scripts while tailoring language to each caller’s unique situation.
• Qualification & Screening: Verify key eligibility factors (age, loan‑to‑value ratio, homeownership status) and document findings in the CRM.
• Lead Handoff: Transfer qualified prospects to the Retail Sales team with comprehensive notes, ensuring a seamless transition.
• Appointment Setting: Schedule follow‑up calls or in‑person meetings for the sales team, confirming dates, times, and required documentation.
• Information Packet Distribution: Mail or email tailored informational packets to prospects, reinforcing key program details.
• CRM Maintenance: Accurately log every interaction, outcome, and next step in the Sales CRM, maintaining data integrity for reporting and analytics.
• Performance Metrics: Meet or exceed daily, weekly, and monthly production targets, including call volume, qualification rates, and appointment conversion ratios.
• Continuous Learning: Participate in ongoing training sessions, product updates, and compliance workshops to stay current on industry regulations and brighthush’s evolving offerings.
• Team Collaboration: Share best practices, insights, and feedback with peers and managers to continuously improve processes and customer experience.

Essential Qualifications

• High school diploma or equivalent; associate’s or bachelor’s degree preferred.
• Proven customer service experience, preferably in financial services, mortgage, or related fields.
• Strong computer proficiency: MS Office, 10‑key entry, and soft‑phone systems.
• Basic understanding of reverse‑mortgage products and senior‑home‑equity concepts.
• Exceptional verbal and written communication skills, with a calm, empathetic tone.
• Demonstrated ability to meet high‑volume call targets (100+ dials per day) while maintaining quality.
• Organized, detail‑oriented, and performance‑driven mindset.
• Ability to work in a fast‑paced, metrics‑focused environment.
• Willingness to attend training at our Houston office (or virtual equivalent) and adhere to compliance standards.
• Valid driver’s license and reliable transportation (if required for occasional in‑person meetings).

Preferred Qualifications

• Previous experience in mortgage or reverse‑mortgage sales.
• Bilingual proficiency (Spanish/English) to serve a broader senior demographic.
• Experience with CRM platforms such as brighthush, HubSpot, or proprietary systems.
• Certification or coursework in financial counseling, retirement planning, or related fields.
• Demonstrated track record of exceeding sales or appointment‑setting quotas.
• Knowledge of state and federal regulations governing reverse‑mortgage products.

Core Skills & Competencies

• Active Listening: Ability to hear underlying concerns and respond with tailored solutions.
• Persuasive Communication: Skillful at creating interest without pressure, guiding prospects toward the next step.
• Time Management: Efficiently juggle inbound and outbound activities while meeting strict call‑volume goals.
• Data Accuracy: Meticulous entry of notes and updates to ensure reliable reporting.
• Empathy & Patience: Sensitivity to the unique financial and emotional needs of seniors.
• Tech Savvy: Comfortable navigating multiple software tools simultaneously.
• Goal Orientation: Self‑motivated to achieve and surpass performance metrics.
• Collaboration: Willingness to share insights and support teammates in a high‑performance environment.
• Adaptability: Ability to adjust to changing priorities, scripts, and product updates quickly.

Compensation & Benefits

brighthush offers a competitive total rewards package designed to support both your financial security and personal well‑being:

• Base Pay: Starting at $20 per hour (adjusted for experience, skill set, and location).
• Performance‑Based Commissions: Earn additional income tied directly to qualified appointments and sales conversions.
• Health & Wellness: Medical, dental, vision coverage; HSA and FSA options; wellness programs.
• Retirement Savings: 401(k) plan with company match.
• Paid Time Off: Generous PTO accrual, paid holidays, and sick leave.
• Life & Disability Insurance: Company‑paid life insurance and optional disability coverage.
• Professional Development: Access to training, certifications, and tuition reimbursement for relevant courses.
• Employee Discounts: Voluntary products and partner discounts on a wide range of services.
• Remote Work Flexibility: Option to work from home or from our Houston office, with the support of state‑of‑the‑art collaboration tools.

Career Growth & Development

At brighthush, your career trajectory is limited only by your ambition. Successful representatives often progress to:

• Senior Sales Consultant: Managing higher‑value portfolios and complex client scenarios.
• Team Lead / Supervisor: Coaching new hires, overseeing daily call‑center operations, and driving team performance.
• Regional Sales Manager: Shaping strategy for multiple markets and leading larger sales units.
• Product Specialist or Trainer: Leveraging deep product knowledge to design training curricula and support materials.
• Business Development Lead: Identifying new partnership opportunities and expanding market reach.

Our internal mobility program, mentorship network, and regular performance reviews ensure you have a clear roadmap and the resources needed to achieve each milestone. We celebrate promotions with public recognition, bonus incentives, and opportunities to attend industry conferences.

Work Environment & Culture

Whether you choose to work remotely or from our modern Houston hub, you’ll experience a supportive, inclusive atmosphere that values transparency and collaboration. Our virtual communication platforms enable seamless teamwork across time zones, while regular “virtual coffee” sessions and quarterly in‑person gatherings keep the human connection strong. Diversity, equity, and inclusion are woven into every policy, and we celebrate the unique perspectives each employee brings to the table.

We foster a culture of continuous learning, encouraging employees to pursue certifications, attend workshops, and share knowledge. Our leadership team is approachable, and we maintain an open‑door policy that invites feedback and ideas from all levels.

FAQs

• What does a typical day look like? You’ll start with a brief team huddle, then dive into inbound calls, followed by outbound prospecting, CRM updates, and scheduled training sessions. The day ends with a quick debrief and goal setting for the next day.
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