Financial Services Sales Specialist
mercor
mercor
Role Responsibilities • Build a realistic digital workspace using tools like Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI. Include pitch decks, client briefs, and campaign calendars. • Design multi-step tasks that require navigating multiple apps and stakeholders. Challenge frontier AI agents with these tasks. • Collaborate with other financial-services sales and marketing experts. Shape task scope and review scenarios for realism and rigor. • Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks. • Contribute to frontier AI research and benchmarking. Your work informs how leading labs train and evaluate the next generation of AI systems.
Qualifications Must-Have
• 3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer. • Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing. • Day-to-day use of Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI. • Strong analytical thinking and writing skills.
Preferred • Series 6/7/63/65/66 or insurance licenses. • Familiarity with FINRA/SEC marketing rules.
Compensation & Legal • Task Completion Pay: Competitive and based on task quality (~$1,150 – $1,450 per completed task, subject to change as the project evolves). • Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate. • Hourly Opportunity: Top performers may transition to an hourly compensation model based on sustained quality and throughput.
Application Process (Takes 20–30 mins to complete) • Upload resume • AI interview based on your resume • Submit form
Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome • For any help or support, reach out to: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. Originally