Financial Services Sales Agent - AI trainer

Summary

Join our customer's team as a Financial Services Sales Agent and play a crucial role in shaping the future of client engagement and market expertise. You will skillfully simulate real-world decision-making and communication processes found in trading and financial advising, aiding the development of advanced AI systems. This position is ideal for those passionate about market dynamics, securities, and delivering exceptional client interactions. The role involves engaging with clients, simulating trading scenarios to inform AI learning, monitoring market trends, creating effective communications, supporting AI model training, collaborating with experts, and upholding ethical standards. The position offers a fully remote work environment.

Requirements

• Proven experience in securities, commodities, or financial services sales, with a strong understanding of market dynamics
• Exceptional written and verbal communication skills, with the ability to convey complex financial concepts clearly
• Demonstrated ability to simulate decision-making and client interactions in a realistic, professional manner
• Solid knowledge of financial products and current market trends
• Experience interfacing with clients, providing tailored solutions, and managing relationships
• Comfort working independently in a fully remote environment
• Strong analytical and problem-solving skills

Responsibilities

• Engage with clients to understand their financial goals and recommend suitable securities, commodities, or financial products
• Simulate trading and advisory scenarios to inform AI learning and capture the nuances of financial sales processes
• Monitor market trends, analyze financial data, and maintain up-to-date product knowledge to provide informed recommendations
• Create clear and persuasive written and verbal communications to build client confidence and ensure successful transactions
• Support AI model training by replicating authentic sales strategies and client interactions
• Collaborate with other experts to continuously refine and improve simulation scenarios and product offerings
• Uphold high ethical standards and compliance with industry regulations in all aspects of financial advising and sales

Preferred Qualifications

• Prior experience supporting or collaborating on AI-driven projects in financial services
• Relevant certifications such as Series 7, Series 63, or equivalent regulatory qualifications
• Background in training, coaching, or developing best practices for sales teams or technology solutions