Finance & Insurance Practice Reviewer
Mercor • Remote, United States
Education
Not stated
Type
Hourly
Pay Rate
$75–$90/hr
Listed
30d ago
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From the Mercor listing
The role
We're hiring working finance and insurance professionals to audit AI work product in their own field, not to produce it.
You'll see an AI agent's complete attempt at a realistic task from your job: the task as written, what the agent did, the files it produced, and the scoresheet an AI grader filled in afterwards. You bring the judgment of someone who does this work for a living, and answer four questions:
Is this a real task? Would it come up in this job, described this way? Realistic, borderline, or contrived.
Is the domain content right? Are the standards, figures, regulations and constraints accurate and consistent, or is something subtly wrong in a way only a practitioner would catch?
Does the grading hold up? The grader answered eleven yes/no questions about the finished work: correct format, fabricated figures, requirements met, terminology, and so on. You go through them with the files open and say where you disagree, and why.
Is the score defensible? Band the work yourself. Could a practitioner use it? Accept it? Then check the reported score against your band.
About an hour per item. You never perform the task or redo the agent's work.
Who we're looking for
Five roles. Apply to the one that's actually yours:
Financial Managers. Controllers, FP&A leads, treasury or finance directors. 5+ years owning a budget, a forecast or the close.
Securities, Commodities & Financial Services Sales Agents. Active Series 7 plus 63 or 66, and 4+ years placing trades or running your own book.
Personal Financial Advisors. 4+ years advising your own client households. CFP or Series 65 preferred.
Financial & Investment Analysts. 3+ years building models that someone actually made decisions on. CFA a plus.
Customer Service Representatives. 4+ years on a bank, brokerage or insurance carrier service desk, handling claims, policy changes or account servicing.
We want people who know the field cold: anyone who has reviewed a junior's model, signed off on a suitability file, or sat through an audit or a regulatory exam. Less of a fit are people who read research without ever producing it, and equivalents from outside the US market, since the tasks turn on SEC, FINRA and US state insurance specifics.
Also required: near-native business English, because you write a short reason for every judgment, and enough comfort with a spreadsheet or PDF to check whether the numbers in it reconcile.
Requirements
- Must be eligible to work in one of: Remote, United States
- Fluent proficiency in English (Written & Verbal)
- Reliable high-speed internet connection
- Bachelor's degree or equivalent professional experience
- Demonstrated expertise in Finance
How long hiring takes
Across the AI training platforms we refer candidates to, the median gap between referral and hire is about 30 days. It varies by platform and role, so treat it as a rough guide for this one.
Talent Pool members
Apply through this link and we can put you forward to Mercor when your profile is a strong match. Not every applicant is submitted. If you're not in the pool yet, set up your profile first.
Set up your profile →Why this role
Being remote means this Finance & Insurance Practice Reviewer position pays $75–$90/hr regardless of your zip code, opening up Finance work that used to require living in one of a handful of cities.
Talent pool
We're light on Finance candidates
We've matched 55 people with a Finance background against 1011 Finance listings we've tracked, so most go out without one. Set up a profile and we'll consider you for a role like this one.
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Common questions
Does it cost money to apply to Mercor?
No, applying and joining Mercor is free. Mercor's revenue comes from a fee it charges the client on top of your hourly rate, not from applicants. Treat any request for payment to join as a red flag.
Is Mercor for freelancers or full-time contractors?
Mercor places you with one client for a defined engagement, like 'Python Tutor for 3 months', rather than having you grab small tasks from a shared queue. Most roles function as steady contract work, not one-off gigs.
Is AI training work the same as traditional consulting?
No. Instead of client deliverables, you're given complex scenarios to evaluate: grading the AI's logic, correcting its hallucinations, and supplying expert-level reasoning it doesn't have on its own. The job is closer to teaching than consulting.
Why do these AI training roles pay so much?
Because general knowledge isn't what's being tested. The model already knows the basics; what it needs is expertise on edge cases, the rare, difficult, highly technical judgment calls only a senior professional in the field would make correctly.
What does Finance work look like for a Finance & Insurance Practice Reviewer?
Tasks here are scoped to Finance, not generic labeling. As a Finance & Insurance Practice Reviewer, expect to draw on real domain judgment (evaluating outputs, correcting errors, or providing expert reasoning specific to Finance) rather than following a one-size-fits-all rubric. If you don't have hands-on Finance background, this is likely not the right listing to start with.
What specific skills does this listing call for?
English and Expert are named directly in the listing. If you don't have hands-on experience with these, expect the screening process to test for them directly rather than accepting adjacent experience as a substitute.
How much does this specific role pay?
This listing is posted at $75–$90/hr, an hourly rate. The range reflects experience level and negotiated terms, not a placeholder, so where you land in it depends on your background and the assessment. Pay can change between when we last checked the listing and when you apply, so confirm the current number on the platform's own application page before committing time.
What happens when I click Apply on this listing?
You'll be taken to Mercor's external site to complete your application there. This listing links through a referral, but the process is identical to applying directly; the link just routes you correctly. Create an account on their site and follow their onboarding steps.
Can I apply from outside the United States?
This specific role is open only to people based in the United States. If you are somewhere else, applying is unlikely to lead to an offer even if you pass the assessment, because the restriction is usually about where the work can legally be contracted rather than your skills. Read the full description for any tax-residency or right-to-work caveats before you apply.
How soon will I start working after applying to Mercor?
Not immediately. Mercor is a talent marketplace, not a task queue, so applying puts you in a pool of candidates. You start working only once a specific client, like a major AI lab, selects your profile, and that matching process can take weeks.