Sales Agents (Financial Services) - Remote
Posted 1 day ago by Taskify AI
Negotiable
Undetermined
Remote
EMEA
Summary: The role of Sales Agents (Financial Services) is a remote position focused on providing domain expertise in securities, commodities, and financial services sales for a research initiative in collaboration with an AI lab. Candidates will analyze workflows and client interactions to inform research and model training efforts. This is a short-term, project-based opportunity requiring experienced professionals in the financial services sector. The engagement is expected to last 3-4 weeks with a flexible workload of approximately 15 hours per week.
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
Key Skills:
- 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
Salary (Rate): undetermined
City: undetermined
Country: EMEA
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
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