Life & Annuity Specialist - Advisor
$80 per hourMercor
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: $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:
- 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 14 days ago
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