Sales Agents (Financial Services) - Remote

- Role:
Sales Agents (Financial Services) - Remote
- Location:
100% Remote (Global)
- Compensation:
USD90–150 per hour

About the Role

one of our client is seeking experienced professionals in securities, commodities, and financial services sales to contribute domain expertise to a research initiative in collaboration with a leading AI lab.

This engagement focuses on analyzing real-world workflows, common client interactions, and industry-standard practices within financial services sales. Your insights will help inform structured research and model training efforts related to financial services environments.

This is a short-term, project-based opportunity for experienced industry professionals interested in contributing to applied AI research.

Key Responsibilities

- Develop structured examples reflecting common requests, workflows, and scenarios within securities and financial services sales
- Create domain-relevant task descriptions and explanatory materials based on professional experience
- Review and refine sample outputs for clarity, realism, and technical accuracy
- Provide written insights into industry terminology, regulatory considerations, and sales processes
- Ensure all contributions are generalizable and do not include confidential or proprietary information

Ideal Qualifications

- 4+ years of professional experience in securities, commodities, or financial services sales
- Strong understanding of financial products, client communication practices, and regulatory awareness
- Excellent written communication skills with strong grammar and attention to detail
- Ability to translate real-world experience into clear, structured documentation
- Comfortable working independently in a remote, project-based setting

Engagement Details

- Expected workload: ~15 hours per week (may scale up to 30+ hours depending on project needs)
- Estimated duration: 3–4 weeks
- Project start: Immediate
- Fully remote and asynchronous