Financial Services Sales Agent - AI trainer

RYZ Labs; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

Join a leading startup, RYZ Labs, as a Financial Services Sales Agent. In this role, you'll enhance client engagement by recommending financial products and simulating trading scenarios to support advanced AI systems. Bring your financial expertise and communication skills to a collaborative remote environment focused on growth and innovation.

Qualifications

• Proven experience in financial services sales.
• Exceptional verbal and written communication skills.
• Strong knowledge of financial products and market trends.

Responsibilities

• Engage clients and recommend suitable financial products.
• Simulate trading scenarios for AI training.
• Monitor market trends and analyze financial data.

Skills

Communication

Analytical skills

Problem-solving

Education

Relevant certifications such as Series 7, Series 63

Job description

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.

Key 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.

Qualifications:

- 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.

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.

About RYZ Labs:

RYZ Labs is a startup studio built in 2021 by two lifelong entrepreneurs. The founders of RYZ have worked at some of the world's largest tech companies and some of the most iconic consumer brands. They have lived and worked in Argentina for many years and have decades of experience in Latam. What brought them together is the passion for the early phases of company creation and the idea of attracting the brightest talents in order to build industry-defining companies in a post-pandemic world.

Our teams are remote and distributed throughout the US and Latam. They use the latest cutting-edge technologies in cloud computing to create applications that are scalable and resilient. We aim to provide diverse product solutions for different industries, planning to build a large number of startups in the upcoming years.

At RYZ, you will find yourself working with autonomy and efficiency, owning every step of your development. We provide an environment of opportunities, learning, growth, expansion, and challenging projects. You will deepen your experience while sharing and learning from a team of great professionals and specialists.

Our values and what to expect:

- Customer First Mentality - every decision we make should be made through the lens of the customer.

- Bias for Action - urgency is critical, expect that the timeline to get something done is accelerated.

- Ownership - step up if you see an opportunity to help, even if not your core responsibility.

- Humility and Respect - be willing to learn, be vulnerable, and treat everyone who interacts with RYZ with respect.

- Frugality - being frugal and cost-conscious helps us do more with less

- Deliver Impact - get things done in the most efficient way.

- Raise our Standards - always be looking to improve our processes, our team, and our expectations. The status quo is not good enough and never should be.