Sales Agent Financial Services
Keystone Recruitment
Job Overview
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Job Description
About the Sales Agent Financial Services Role at Keystone Recruitment
Keystone Recruitment is seeking experienced professionals in securities, commodities, and financial services sales to contribute their domain expertise to a significant research initiative. This project is in collaboration with a leading AI lab, focusing on analyzing real-world workflows, common client interactions, and industry-standard practices within financial services sales. Your insights will be crucial in informing structured research and model training efforts related to financial services environments.
This is a short-term, project-based opportunity designed for industry professionals keen on 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
This project offers flexibility with an expected workload of approximately 15 hours per week, with the potential to scale up to 30+ hours depending on project needs. The estimated duration is 3–4 weeks, with an immediate start. The role is fully remote and asynchronous, allowing for global participation.
Key skills/competency
- Financial Services Sales
- Securities & Commodities
- Client Interaction Analysis
- Regulatory Awareness
- Financial Products Knowledge
- AI Research Contribution
- Workflow Documentation
- Technical Accuracy Review
- Written Communication
- Independent Work
How to Get Hired at Keystone Recruitment
- Research Keystone Recruitment's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume: Highlight your 4+ years in financial services sales, regulatory knowledge, and experience with client interactions, specifically aligning with AI research contributions.
- Showcase written communication skills: Prepare examples of clear, structured documentation or insights you've provided, crucial for this documentation-heavy role.
- Emphasize remote work readiness: Demonstrate your ability to work independently and asynchronously, given the global and remote nature of the project.
- Connect your financial expertise to AI: Be prepared to articulate how your domain knowledge in financial services sales can inform and enhance AI model development.
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