Sales Agent (Securities & Commodities)

• Develop realistic evaluation tasks for AI agents, simulating complex activities in securities and commodities trading, client advisory, and compliance reasoning.
• Source, compile, and curate authentic supporting materials, including market data, client documentation, and relevant regulatory references.
• Define and justify correct market decisions or advisory actions, explicitly considering compliance and regulatory frameworks.
• Author comprehensive rubrics of 35+ items to systematically assess agent performance in market judgment, compliance sensitivity, and client communication accuracy.
• Ensure the complexity and authenticity of tasks reflect true-to-life, day-to-day operations rather than simplified scenarios.
• Collaborate with technical teams to clarify task intent and refine benchmarking standards.

• Designing and producing expert-authored evaluation tasks that reflect the authentic complexity of securities and commodities markets.
• Engaging with substantial and varied datasets—such as CSVs, PDFs, spreadsheets, and technical documentation—to pose rigorous, multi-step problems that challenge how AI interprets, reasons, and acts in genuine market scenarios.

• Active Series 7/63 license or international equivalent demonstrating regulatory proficiency.
• Direct involvement in executing trades and providing client advisory within securities and commodities markets.
• Strong fluency in reviewing and interpreting market data, technical documentation, and regulatory materials.
• Exceptional written and verbal communication skills, with a focus on producing clear, precise, and comprehensive technical documentation.
• Proven ability to design nuanced tasks and grading rubrics relevant to real-world financial operations.
• Experience working remotely and independently on complex deliverables is a plus.

Project and contracting process: micro1. Applications continue on the provider's website.