Sales Agent, Financial Services
Nexus Consulting
Job Overview
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Job Description
Sales Agent, Financial Services
Nexus Consulting is seeking experienced professionals in securities, commodities, and financial services sales to contribute domain expertise to a research initiative in collaboration with a leading AI lab. This engagement focuses on analyzing real-world workflows, common client interactions, and industry-standard practices within financial services sales. Your insights will help inform structured research and model training efforts related to financial services environments. This is a short-term, project-based opportunity for experienced industry professionals interested in 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
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 Sales
- Commodities Sales
- Client Interaction
- Workflow Analysis
- Regulatory Compliance
- Written Communication
- Financial Products
- AI Research Contribution
- Documentation
How to Get Hired at Nexus Consulting
- Understand Nexus Consulting's mission: Research their niche in connecting industry experts with AI initiatives to align your application.
- Tailor your resume: Highlight extensive experience in financial services sales, regulatory knowledge, and analytical contributions to past projects.
- Showcase communication skills: Emphasize your ability to articulate complex financial concepts clearly and your experience in creating structured documentation.
- Prepare for domain-specific questions: Be ready to discuss real-world financial sales scenarios, client interactions, and regulatory challenges.
- Demonstrate remote work proficiency: Illustrate your ability to work independently, manage project deadlines, and collaborate effectively in an asynchronous environment.
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