First seen by our source: 19 days ago
Life & Annuity Specialist - Advisor
@ Mercor
Toronto, Ontario
Overview
Mercor is hiring a remote Life & Annuity Specialist on a contract basis at $80 per hour for 20 to 40 hours a week. The role designs and grades realistic life and annuity scenarios and writes reference responses to train AI models. The work covers needs analysis, product selection, underwriting, illustrations and 1035 exchanges.
Pay:
$80 an hour
Responsibilities:
- Design realistic life and annuity scenarios
- Create coverage recommendations and illustration comparisons
- Write reference responses at expert practitioner quality
- Grade AI responses against structured rubrics
- Give written feedback to the research team
Requirements summary:
- 2+ years in life insurance or annuity advisory or underwriting
- Experience with term, whole life, UL, VUL or annuity products
- Understanding of policy mechanics and their long-term impact
- Ability to explain tax treatment and suitability
- Excellent written communication and attention to detail
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · manatal
- Employer posting date
- Not provided
- First seen by our source
- 2026-10-18
- Source record updated
- 2026-10-18
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 | Business operations |
| Experience | 2+ years |
| 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: $80/hour
Location: Remote
Commitment: 20–40 hours/week
Role Responsibilities
- Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements, and 1035 exchanges.
- Create work products such as coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses, and policy-service determinations.
- Write "golden" reference responses at experienced life and annuity practitioner quality.
- Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness, and disclosure adequacy.
- Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements.
- Provide written feedback to the research team to improve model behavior.
Qualifications
Must-Have
- 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 product family, such as term, whole life, universal or indexed universal life, variable life, or fixed, indexed, and variable annuities.
- Understanding of policy mechanics (cost of insurance, crediting, caps and participation rates, surrender charges, riders, and guarantees) and their impact on long-term outcomes.
- Ability to explain tax treatment and suitability considerations clearly and recognize when licensed or legal review is required.
- Excellent written communication, quantitative care, and high attention to detail.
- Ability to distinguish product and suitability judgment from investment advice and formal tax or legal 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, lab interpretation, or reinsurance referral.
- Experience with buy-sell, key-person, estate-planning, premium-finance, or executive-benefit cases.
- Experience with suitability, Reg BI, or state replacement and disclosure review.
Start Date
- Immediate start; applications reviewed on a rolling basis.
Compensation & Legal
- Hourly contractor
- Paid weekly via Stripe Connect
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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