Financial Services Sales Specialist

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: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.