Financial Services Sales Expert
$45 - $65 per hourMercor
Job Description
Job Description
About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Financial Services Sales & Marketing Expert
Type: Contract
Compensation: $45–$65/hour
Location: Remote
Role Responsibilities
- Build a realistic digital workspace centered on the Drive folders you use day-to-day, including pitch decks, client briefs, and campaign calendars. Incorporate platforms like Salesforce Financial Services Cloud , HubSpot , or Marketo .
- Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps, files, and stakeholders.
- Collaborate with other financial-services sales and marketing experts to design environments, 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. The work produced directly 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 Tableau / Power BI .
- Strong analytical thinking and writing skills to translate financial-sales/marketing workflows into structured task specs.
Preferred
- Series 6/7/63/65/66 or insurance licenses.
- Familiarity with FINRA/SEC marketing rules.
Compensation & Legal
- Expected to begin on an effective hourly rate, transitioning to compensation based on throughput of quality work.
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:
- For any help or support, reach out to: View email address on ziprecruiter.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 10 days ago
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