Financial Services Sales Specialist

About the jobMercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.Position: Financial Services Sales & Marketing ExpertType:ContractCompensation:$1,150–$1,450 per completed taskLocation:RemoteRole ResponsibilitiesBuild a realistic digital workspace using tools like Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI. Include pitch decks, client briefs, and campaign calendars.Design multi-step tasks that require navigating multiple apps and stakeholders. Challenge frontier AI agents with these tasks.Collaborate with other financial-services sales and marketing experts. Shape task scope and review scenarios for realism and rigor.Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks.Contribute to frontier AI research and benchmarking. Your work informs how leading labs train and evaluate the next generation of AI systems.QualificationsMust-Have3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer.Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing.Day-to-day use of Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI.Strong analytical thinking and writing skills.PreferredSeries 6/7/63/65/66 or insurance licenses.Familiarity with FINRA/SEC marketing rules.Compensation & LegalTask Completion Pay: Competitive and based on task quality (~$1,150 – $1,450 per completed task, subject to change as the project evolves).Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate.Hourly Opportunity: Top performers may transition to an hourly compensation model based on sustained quality and throughput.Application Process (Takes 20–30 mins to complete)Upload resumeAI interview based on your resumeSubmit formResources & SupportFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcomeFor any help or support, reach out to: support@mercor.comPS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.Originally posted on Himalayas