Securities, Commodities, and Financial Services Sales Agents - AI trainer

Securities, Commodities, and Financial Services Sales Agents - AI trainer

Job Summary

Join our customer's team as a Securities, Commodities, and Financial Services Sales Agents - AI trainer, leveraging your deep industry knowledge to shape the next generation of artificial intelligence for the financial sector. In this innovative, remote and project-based role, your expertise will directly influence AI capabilities to better understand and interact within complex financial markets and sales environments.

Key Responsibilities

• Analyze and annotate authentic financial services sales conversations to train advanced AI language models.
• Provide feedback on AI-generated responses, ensuring they accurately represent real-world industry practices and terminology.
• Collaborate with technical teams to identify gaps in AI understanding of securities, commodities, and financial products.
• Curate and review financial scenarios, documentation, and sales scripts for AI consumption.
• Maintain high standards of data integrity, confidentiality, and ethical compliance throughout the training process.
• Assist in the development of conversational flows that reflect the nuances of negotiating, prospecting, and closing deals in the financial sector.
• Communicate findings and suggestions effectively, both in writing and verbally, to cross-functional teams.

Required Skills and Qualifications

• Proven experience in securities, commodities, or financial services sales positions.
• Exceptional written and verbal communication skills, with a keen eye for detail.
• Comprehensive understanding of financial products, regulatory environments, and sales methodologies.
• Ability to translate complex financial concepts into clear, concise language for AI training purposes.
• High level of self-motivation, discipline, and reliability as a remote contributor.
• Strong analytical and problem-solving skills, especially in ambiguous or evolving scenarios.
• Passion for leveraging technology to improve financial services and client experiences.

Preferred Qualifications

• Familiarity with project-based remote work environments.
• Advanced certifications in finance, securities, or commodities trading.