AI-Driven Life & Annuity Specialist

Obsidian; New York (NY); On-site; USD 60,000 - 95,000; Part time

Job summary

Mercor is partnering with a leading AI lab to train frontier models on life and annuity advisory scenarios. We seek Life & Annuity Specialists to design realistic underwriting and policy-service simulations and to evaluate AI outputs for mortality risk and suitability.

You will create coverage recommendations, illustrations, underwriting assessments, and suitability rationales, while grading AI responses against structured rubrics for accuracy and disclosure adequacy.

Qualifications

• 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
• Experience with at least one life product family (term, whole life, universal life, indexed universal life, variable life, annuities)
• Ability to explain tax treatment and suitability considerations clearly
• Excellent written communication, numerical precision, and attention to detail

Responsibilities

• Design realistic scenarios involving needs analysis, product selection, illustrations, underwriting, and replacements
• Create work products such as coverage recommendations, illustration comparisons, underwriting assessments, and policy-service determinations
• Write high-quality, practitioner-grade responses for AI evaluation
• Grade AI-generated outputs against rubrics for product accuracy and disclosure adequacy
• Identify unsupported illustration assumptions and discrepancies in product or tax treatments
• Provide written feedback to the research team to improve model behavior
• Participate in onboarding office hours and calibration sessions

Job description

Mercor is partnering with a leading AI lab to train frontier models on life and annuity advisory scenarios. We seek Life & Annuity Specialists to design realistic underwriting and policy-service simulations and to evaluate AI outputs for mortality risk and suitability.

You will create coverage recommendations, illustrations, underwriting assessments, and suitability rationales, while grading AI responses against structured rubrics for accuracy and disclosure adequacy.