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