Financial Services Sales Specialist [Remote]
$1,150 - $1,450 per monthMercor
San Francisco, CA
- Remote job
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: $1,150–$1,450 per completed task
Location: Remote
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:
- For any help or support, reach out to: Show email
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 9 days ago
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