Financial Services Sales Agent

About the Financial Services Sales Agent Role

Nexus Consulting's client is actively seeking experienced professionals in securities, commodities, and financial services sales. This opportunity involves contributing significant domain expertise to a cutting-edge research initiative, collaborating directly with a leading AI lab.

This engagement is focused on in-depth analysis of real-world workflows, typical client interactions, and established industry-standard practices within the financial services sales sector. Your invaluable insights will play a crucial role in informing structured research and model training efforts specifically related to financial services environments.

This is a short-term, project-based opportunity, ideal for seasoned industry professionals who are keen on contributing their expertise to applied AI research.

Key Responsibilities

• Develop structured examples that accurately reflect common requests, workflows, and scenarios prevalent in securities and financial services sales.
• Create domain-relevant task descriptions and comprehensive explanatory materials, drawing upon your extensive professional experience.
• Rigorously review and refine sample outputs to ensure clarity, realism, and technical accuracy within the financial context.
• Provide detailed written insights into industry terminology, critical regulatory considerations, and established sales processes.
• Ensure that all contributions are generalizable and strictly exclude any confidential or proprietary information.

Ideal Qualifications

• 4+ years of extensive professional experience in securities, commodities, or financial services sales.
• A strong, nuanced understanding of financial products, effective client communication practices, and critical regulatory awareness.
• Exceptional written communication skills, demonstrating strong grammar and meticulous attention to detail.
• Proven ability to effectively translate complex real-world experience into clear, structured, and actionable documentation.
• Comfortable and proficient working independently in a remote, project-based setting.

Engagement Details

• Expected workload: Approximately 15 hours per week (with potential to scale up to 30+ hours based on project demands).
• Estimated duration: 3–4 weeks.
• Project start: Immediate.
• Fully remote and asynchronous work arrangement.

Key skills/competency

• Financial Services Sales
• Securities Sales
• Commodities Sales
• Client Interaction
• Workflow Analysis
• Regulatory Compliance
• AI Research
• Structured Documentation
• Market Practices
• Financial Products