Financial Services Sales Agent Expert

About this role

AfterQuery is seeking Financial Services Sales Agent Experts to create and refine investment sales challenges for training AI models. In this remote, flexible role, you will design and evaluate sales scenarios that test the AI's ability to interpret and apply complex securities sales principles, ensuring that our models can navigate real-world client relationships, investment recommendations, and regulatory compliance with precision and practical insight. Your expertise will help bridge the gap between proven financial sales practice and innovative AI solutions, making a tangible impact on the future of financial technology.

Skills & domains

• ai-training
• expert
• finance