Sales Agent, Securities & Commodities

Role Overview

Apply your securities and commodities expertise to create realistic evaluation tasks that help train next-generation AI systems. You will turn authentic market scenarios into rigorous, multi-step assessments that test market judgment, compliance awareness, client communication, and decision-making. No prior AI experience is required.

Key Responsibilities

• Design evaluation tasks that simulate securities and commodities trading, client advisory, and compliance reasoning.
• Work with varied source materials, including CSV files, PDFs, spreadsheets, market data, client documentation, technical documentation, and regulatory references.
• Source, compile, and curate supporting materials for authentic market scenarios.
• Define and justify appropriate market decisions or advisory actions while accounting for applicable compliance and regulatory frameworks.
• Create comprehensive rubrics with 35 or more criteria to assess market judgment, compliance sensitivity, and client communication accuracy.
• Ensure tasks reflect the complexity of day-to-day financial operations rather than simplified scenarios.
• Collaborate with technical teams to clarify task intent and refine benchmarking standards.

Qualifications

• Strong sales expertise, market judgment, compliance sensitivity, and experience with client documentation.
• Active Series 7/63 license or an international equivalent demonstrating regulatory proficiency.
• At least 4 years of experience at a brokerage, bank, or trading platform, including meaningful exposure to compliance-driven workflows.
• Direct experience executing trades and providing client advisory services in securities and commodities markets.
• Ability to review and interpret market data, technical documentation, and regulatory materials.
• Excellent written and verbal communication skills, including the ability to produce clear, precise technical documentation.
• Demonstrated ability to create nuanced real-world financial tasks and grading rubrics.
• Remote, independent experience delivering complex work is a plus.

Work Terms

• Remote independent contractor engagement.
• Compensation is output-based and paid per task that meets project specifications. Completion time may vary based on experience and workflow.
• Minimum submission requirements apply, including a minimum number of tasks submitted each week.
• Selected candidates should be ready to begin their first tasks within 24 to 48 hours after completing onboarding.

Compensation

$40 to $90 per hour.