Life & Annuity AI Scenario Designer

Mercor; United States; Remote; USD 83,000 - 166,000; Full time

Job summary

Mercor is partnering with a leading AI lab to develop realistic life and annuity advisory scenarios. You will design underwriting and policy-service contexts, evaluate model outputs, and craft high-quality reference responses for experienced practitioners.

The role targets professionals with 2+ years in life insurance or annuity roles, familiar with product families and tax/suitability considerations. This is a remote-friendly, rolling-review position with onboarding support.

Qualifications

• 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy service
• Experience with at least one product family (term, whole life, universal life, annuities)
• Ability to explain tax treatment and suitability considerations clearly, and to recognize when licensed review is needed

Responsibilities

• Design realistic life & annuity scenarios including underwriting and policy-service elements
• Create work products such as recommendations, illustrations, and suitability analyses
• Write high-quality reference responses for expert-level life/annuity practice
• Grade AI-generated responses against rubrics for accuracy and disclosure
• Identify unsupported assumptions or inappropriate product choices and note disclosure gaps
• Provide feedback to help improve model behavior
• Participate in onboarding hours and calibration sessions

Skills

Life insurance knowledge

Annuity advisory

Underwriting

Policy administration

Suitability review

Education

CLU

ChFC

CFP

Job description

Mercor is partnering with a leading AI lab to develop realistic life and annuity advisory scenarios. You will design underwriting and policy-service contexts, evaluate model outputs, and craft high-quality reference responses for experienced practitioners.

The role targets professionals with 2+ years in life insurance or annuity roles, familiar with product families and tax/suitability considerations. This is a remote-friendly, rolling-review position with onboarding support.