Sales Agent, Financial Services
Keystone Recruitment
Job Overview
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Job Description
About the Sales Agent, Financial Services Role
Keystone Recruitment's client is actively seeking experienced professionals in securities, commodities, and financial services sales to lend their domain expertise to a significant research initiative. This project is a collaboration with a leading AI lab, focusing on analyzing real-world workflows, common client interactions, and industry-standard practices within financial services sales. Your valuable 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 seasoned industry professionals who are keen to contribute 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
- Expected workload: ~15 hours per week (may scale up to 30+ hours depending on project needs).
- Estimated duration: 3–4 weeks.
- Project start: Immediate.
- Fully remote and asynchronous.
Key skills/competency
- Financial Services Sales
- Securities & Commodities
- AI Research
- Workflow Analysis
- Client Interaction
- Regulatory Compliance
- Financial Products
- Technical Writing
- Remote Collaboration
- Domain Expertise
How to Get Hired at Keystone Recruitment
- Understand Keystone Recruitment's role: As a recruitment agency, they connect talent with clients. Focus your application on the client's needs (AI lab, financial services).
- Highlight financial sales expertise: Emphasize 4+ years in securities, commodities, or financial services sales on your resume.
- Showcase analytical and communication skills: Tailor your resume to demonstrate experience in workflow analysis and clear documentation.
- Prepare for remote, project-based work: Discuss your ability to work independently and contribute effectively in a short-term capacity during interviews.
- Demonstrate regulatory awareness: Be ready to discuss your understanding of financial regulations and industry best practices.
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