First seen by our source: 21 days ago
Life & Annuity Specialist - Advisor
@ Mercor
Toronto, Ontario
Overview
Mercor is hiring a Life & Annuity Specialist on a remote contract at $800/hour for 20 to 40+ hours a week. The role designs and grades life and annuity scenarios covering needs analysis, product selection, underwriting, illustrations and replacement analysis, to train AI research models.
Responsibilities:
- Design life and annuity scenarios involving needs analysis and product selection
- Grade AI responses for product accuracy and suitability
- Write reference answers at practitioner quality
- Provide written feedback to the research team
Requirements summary:
- 2+ years in life insurance or annuity advisory, underwriting or policy administration
- Experience with term, whole life or universal life products
- Understanding of cost of insurance and surrender charges
- Ability to explain tax treatment and suitability clearly
- Excellent written communication
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · manatal
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-17
- Source record updated
- 2026-10-17
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 2+ years |
| Hours per week | 20 |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Mercor
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
We connect human expertise with leading AI labs and enterprises to train frontier models.
Full company description
Mercor is defining the future of work. We connect human expertise with leading AI labs and enterprises to train frontier models.
- LinkedIn followers
- 654,507
- People associated on LinkedIn
- 5,250
- Reported office locations
- San Francisco, California 94105, US
- Business categories
- Employment
- Software
- Recruiting
- Data Collection and Labeling
- Artificial Intelligence (AI)
- Machine Learning
- Other recorded names
- Mercor
- Profile identifies a recruitment agency
- Yes
- Reported total investment
- 483,600,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Mercor is defining the future of work. We connect human expertise with leading AI labs and enterprises to train frontier models.
| Field | Value |
|---|---|
| Industry | Software Development |
| Company size | 51-200 employees |
| Headquarters | San Francisco, California |
| Organization type | Privately Held |
| Year founded | 2023 |
| Open jobs on Jobsy | 1,626 |
| View page |
About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Life & Annuity Specialist
Type: Contract
Compensation: $800/hour
Location: Remote
Commitment: 20–40+ hours/week
Role Responsibilities
- Design realistic scenarios involving needs analysis, product selection, and underwriting. Develop illustrations, table ratings, replacements, and policy-service determinations.
- Create work products such as coverage recommendations, illustration comparisons, and underwriting assessments. Provide suitability rationales and replacement analyses.
- Write "golden" reference responses at experienced life and annuity practitioner quality. Ensure high standards in all outputs.
- Grade AI-generated responses against structured rubrics for product accuracy and suitability. Evaluate mathematical correctness and disclosure adequacy.
- Identify unsupported illustration assumptions and unsuitable recommendations. Detect confusion between product types or tax treatments.
- Provide written feedback to the research team to improve model behavior. Participate in onboarding office hours and calibration sessions.
Qualifications
Must-Have
- 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy administration.
- Experience with at least one product family such as term, whole life, or universal life.
- Understanding of policy mechanics like cost of insurance and surrender charges.
- Ability to explain tax treatment and suitability considerations clearly.
- Excellent written communication and high attention to detail.
- Ability to distinguish product and suitability judgment from investment advice.
Preferred
- CLU, ChFC, FLMI, CFP, or comparable designation.
- Active or previously held life and health producer license, or securities registration.
- Medical or financial life underwriting experience, including APS review.
- Experience with buy-sell, key-person, or estate-planning cases.
- Experience with suitability, Reg BI, or state replacement and disclosure review.
Start Date
- Immediately; applications reviewed on a rolling basis.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
- For any help or support, reach out to: [email protected]
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
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