Life & Annuity Specialist - Advisor
Mercor
Toronto, ON
- Remote job
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:
- For any help or support, reach out to: Show email
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 10 hours ago
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