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