Job Overview
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Job Description
Sales Agents (Financial Services) - Remote
Taskify AI 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 Communication
- Regulatory Awareness
- Workflow Analysis
- AI Research
- Documentation
- Project-Based
- Remote Work
How to Get Hired at Taskify AI
- Tailor your resume: Highlight 4+ years of securities, commodities, or financial services sales experience. Quantify achievements where possible.
- Showcase relevant skills: Emphasize your understanding of financial products, client communication, and regulatory awareness in your application.
- Demonstrate communication ability: Provide examples of your excellent written communication and ability to create clear, structured documentation.
- Highlight remote work capability: Mention your experience working independently and comfortably in a remote, project-based setting.
- Express interest in AI: Clearly state your interest in contributing to applied AI research within financial services.
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