Sales Agents Financial Services

Sales Agents Financial Services

Nexus Consulting's client is actively seeking seasoned professionals in securities, commodities, and financial services sales. This pivotal role involves contributing invaluable domain expertise to a cutting-edge research initiative, conducted in collaboration with a leading AI lab.

This engagement is centered on an in-depth analysis of real-world workflows, common client interactions, and established industry practices within the realm of financial services sales. Your expert insights will be instrumental in informing structured research and advancing model training efforts specifically tailored for financial services environments.

This represents a unique, short-term, project-based opportunity, ideal for experienced industry professionals eager to contribute their knowledge 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 directly from your professional experience.
• Thoroughly review and refine sample outputs to ensure optimal clarity, real-world realism, and technical accuracy.
• Provide detailed written insights into critical industry terminology, essential regulatory considerations, and established sales processes.
• Ensure that all contributions are generalizable and strictly adhere to non-disclosure of confidential or proprietary information.

Ideal Qualifications

• 4+ years of robust professional experience in securities, commodities, or financial services sales.
• A strong, comprehensive understanding of diverse financial products, effective client communication practices, and crucial regulatory awareness.
• Excellent 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 working autonomously and efficiently in a remote, project-based work environment.

Engagement Details

• Expected workload: Approximately 15 hours per week (with potential to scale up to 30+ hours, depending on evolving project requirements).
• Estimated duration: 3–4 weeks.
• Project start: Immediate.
• The role is fully remote and operates asynchronously.

Key skills/competency

• Financial Services Sales
• Securities Trading
• Commodities Markets
• AI Research Contribution
• Workflow Analysis
• Client Interaction Strategies
• Regulatory Compliance
• Documentation Skills
• Market Dynamics
• Remote Collaboration