How to sell financial products and services jobs

...seeking a web designer to create a fully responsive website for our IT & Software services company. The goal is to increase leads, sales, and attention. The main responsibilities for this project include: - Designing a fully responsive website that is visually appealing and user-friendly. - Implementing e-commerce functionalities to support online sales of our IT services. - Ensuring the website is easy to navigate and optimized for conversions. - Ensuring the website is on-trend and modern in its design. - Making sure the website is optimized for various devices and screen sizes. Ideal skills and experience: - Proficient in web design with a strong portfolio of responsive sites. - Experience in de...

TOST is an easy-to-use platform where users can get large quantitative benefits with 10 minutes of work a day. The system ensures the protection of financial data and personal information while enabling risk-free deposits and withdrawals. A deposit of only 30 USDT is required to join, and the compound interest calculation model allows users to increase their account balance with commissions earned by working daily. The purpose of team building is to increase sales and help each other if a problem arises in a WhatsApp group.

...the purpose and type of the website and design preferences were not specified: - Since the type of the website wasn't chosen, it's likely that we may have to go through a few iterations before landing on the final product. You should have experience with developing a variety of website types including but not limited to E-commerce, blogs, and portfolio websites. - The purpose of the website is also open-ended, so freelancers with a background in creating websites that serve multiple purposes such as sharing information or content, selling products or services, and showcasing portfolios or projects would be ideal for this task. - In terms of design, you will be expected to bring your own creative ideas, as no spe...

I'm in need of a talented designer who can create two A5 brochures for my company. The aim of these brochures is to provide essential information about our company and the services we offer, in a vibrant and engaging manner. Key Tasks: - Designing two A5 brochures - Ensuring the design is fun and colorful - Incorporating company's services and contact details Ideal Skills: - Proven experience in brochure design - Strong creative and conceptual skills - Ability to understand and convey a company's brand identity - Proficiency with design software - Understanding of print production process Please include samples of past work in your bid. I'm looking forward to working with a creative profess...

...currently organizing a crowdfunding campaign to prevent potential homelessness. I aim to inspire support and generosity from a worldwide audience. I am writing to seek your assistance and guidance on a project I am planning to initiate: creating a GoFundMe campaign to support my family during this incredibly difficult time. As the only person in my household who is currently able to work, I am facing immense pressure to sustain our family. My mother, who suffers from a traumatic brain injury, lupus, and a knee injury, is unable to work. Our situation has been further strained by my stepfather's departure under false pretenses, his subsequent filing for divorce, and his depletion of our financi...

I'm looking for an experienced Python developer who has previously worked with options Greeks and the Zerodha API. Your main tasks will involve: - add third order greeks to an existing code The ideal candidate should have a strong command over Python, especially the Pandas library, and a thorough understanding of financial markets, particularly options Greeks. Prior experience working with the Zerodha API will be highly beneficial for this role. I look forward to your proposals!

...Need login to get pricing from Xactimate , all other project scope requirements are a plus but not required. I need a reliable and efficient login that allows users to access their estimates and invoices. Key Features: - User Authentication: The system should have a robust sign-in mechanism to ensure data security. - Estimate and Invoice Access: Upon login, users should be able to view and manage their estimates and invoices easily. - Simple Interface: The system should be intuitive and user-friendly, with a simple design for easy navigation. Ideal Skills and Experience: - Proficiency in Xactimate software and its API. - Prior experience building secure login systems. - UI/UX design expertise t...

...identifying and onboarding local suppliers for prepaid mobile top-up products in various countries around the world. Key Requirements: - Global Reach: I'm looking for suppliers from all countries. - API Integration: We need a supplier that offers intermediate API integration support. This includes documentation and support team assistance. - Commission Structure: The ideal supplier should offer a percentage-based commission per top-up transaction. The success of this project will be measured by the quality of the sourced suppliers. For each country where a suitable supplier is sourced, a fee of up to $100 will be offered as a reward. Supplier Requirements Each country's supplier has to meet the requirements: Comprehensive Top-Up Servic...

...seasoned designer to create a modern and sleek pitch deck for my upcoming event. The purpose of this pitch deck is to attract potential investors. - The ideal candidate should: - Have prior experience in designing pitch decks - Be proficient in creating professional and modern designs - Have experience in incorporating financial projections and market analysis into a visual format - Be able to translate complex data into visually appealing infographics - Be able to adhere to strict timelines and deliver quality work within the given timeframe The pitch deck should include: - Financial Projections: This should clearly and effectively present the financial outlook of the event, mak...

...professional or team to deploy a private email server on our internal infrastructure. The goal is to enhance security, ensure data privacy, reduce dependency on third-party email services, and customize the email system to meet our specific needs. The project will involve setting up the server, configuring DNS records, installing and configuring necessary software, securing the server, and ensuring seamless email access for all users. Key Deliverables: Infrastructure Setup: Set up a dedicated server or VPS with a static IP address. Configure necessary storage and network resources. DNS Configuration: Configure MX, SPF, DKIM, and DMARC records to direct email traffic to the server. Software Installation a...

I'm seeking a skilled web designer to create a visually appealing and user-friendly e-commerce website. The primary aim of this platform is to sell products, so it needs to be optimized for conversions. The key feature I require is a shopping cart, where customers can easily add and manage their purchases. The ideal freelancer for this project should: - Have a strong portfolio of past e-commerce website designs - Be proficient in using web design tools and technologies - Understand the principles of user experience and conversion optimization - Be able to communicate effectively and incorporate feedback to meet my specific requirements

...of a seasoned designer to create engaging Instagram templates representing my mining and emergency services company. The overall aesthetic should be simple yet captivating, mainly focusing on blue, white, and black palettes. Watermarked images are encouraged. Posts will be focused heavily on photos. I have attached some examples below as well as our company name and graphic to possibly be included on posts. We would like to have an overall theme for every post. Key Elements: - Despite the user not selecting any specific template designs, your creative acumen to propose a diverse mix of templates is welcome. - The templates should effectively communicate our company's values and mission, depict the benefits of our pr...

I need a highly professional, persuasive, and legally sound letter of demand to be crafted. This letter will be addressed to a company, requesting payment for an outstanding debt. Therefore, competency in commercial law is of high importance in this task. Key requirements for this task include: - Legal knowledge: You should have experience in commercial law, and be able to draft a comprehensible and commanding demand letter. - Attention to detail: I will provide an invoice as evidence of the outstanding debt. You will need to examine it closely to ensure that the information stated is cogent and verifiable. You should have experience in dealing with financial legal matters and an understanding of the sub...

...education and training platform that mirrors the functionalities and user experience of platforms like Udemy. Basic programming language php laravel.11 Key Features: - Course Creation Tools: I need the system to have user-friendly tools to enable easy content creation and updating. - Student Progress Tracking: Implementation of tools that monitor and track the progress of the students as they move through the courses. - Discussion Forum: A forum that allows students to interact with each other, ask questions, and discuss topics related to the course material. Content Offered: - Video Courses: The platform will have video lectures. - Text-based Courses: Supporting materials in text format. - Interactive Quizzes: Regular qu...

I'm looking to integrate a bank transfer payment method into my website to facilitate online purchases. Key Requirements: - **Payment Gateway Integration**: A seamless incorporation of a payment gateway is essential. The system should be able to securely process bank transfers from customers on the website. - **Single Currency Support**: The payment system should only be set up to manage transactions in a single currency. Ideal Skills and Experience: - **API Payment Integration**: Prior experience in integrating payment APIs, particularly those for bank transfers, is crucial. - **E-commerce Development**: A strong background in e-commerce development and understanding of online purchase flows. - **Security**: Knowledge of how to...

...graphic designer to create eye-catching flyers and posters to advertise a product. The intention is to leverage on the power of success stories or case studies from satisfied customers, in an effort to attract and engage the general public. Key Project Specifications: - Implement attractive and effective designs to clearly convey case studies of product users. - Ensure designs appeal to a wide demographic range, as the target audience is the general public. - Necessary design elements should carry an easy-to-understand message about the product benefits. The ideal freelancer for this job should have excellent skills in graphics and design, and significant experience in promotional material development,...

I'm looking for a creative designer to craft an engaging poster on the theme "When You Turn 18". The poster will be aimed at young adults and should raise awareness of the various laws that impact them. - The poster should be designed in an educational and informative manner, without focusing on any specific laws. - The aim is to encourage the target audience to access the online platform "When You Turn 18", where they can find detailed information about legal rights and responsibilities, financial independence, and educational opportunities. Should include a QR code to the online brochure. - The theme of the poster is related to adulthood and laws and must appeal to young a...

...starting a business offering Excel and typing services and require a freelancer's expertise to assist with setting up my business structure and developing a strategy to acquire clients. The ideal candidate should have: - Experience in business consultancy, particularly in setting up new businesses. - Knowledge of legal and financial business structure requirements. - Proven strategies for client acquisition and marketing, especially for freelance or B2B services. - Ability to provide personalized advice for a startup in the data processing domain. The project will involve: - Assessing the best business structure for my services (Sole Proprietorship, LLC, etc.). - Guiding through the necessary leg...

I'm in need of a talented designer who can create an informative and engaging brochure for my physio clinic. This brochure should be adept at: - Showcasing our main services, namely Physical therapy and Sports rehabilitation + clinical pilates - Providing complete contact information such as Clinic address, Phone number, and Email address. An ideal candidate for this project would be someone with a strong background in designing health-related brochures or flyers and who can highlight our services effectively. Familiarity with healthcare branding will be a plus. Attention to detail and the ability to present information in a clean, concise manner is highly valuable.

...speak English or Hindi) to manage house activities and take care of family members. It is essential that the candidate holds a high school diploma. The ideal candidate for this role will be expected to: Organize the household schedules effectively Prepare meals for the family Assist with family activities This is a full-time position, requiring services for more than 8 hours per day. Please note that this position does not involve cleaning tasks, as we have maids for that. The primary responsibilities will be taking care of the family, managing the house, and running errands such as going to the market and buying groceries. We offer transportation (flight or train to travel to Mumbai), accommodation, and food as pa...

...you to do) 1. Initial Financial Statement Drafting (Basic Income Statement, Balance Sheet, change of Equity, and cash flow) as of 2024 March 31st (Year End 31-03-2024) 2. Maintain the company account and record transaction recorded (e.g: Journal Enters) 3. Recording and reconciliation of banking, AP, and AR transactions 4. prepare the accounting schedule (The “schedules”); A. Account Receivable, B. Account Payable, C. Payroll (Included MPF) D. Loan, E. Accrued expense. F. Amount due from/to G. Bank transaction. H. Fixed asset (with depreciation) 5. Prepare monthly financial statement (with the schedules Above) "Additional Scope" (I want you to do) 6. Using the accounting system "Odoo" for bett...

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...Rural commodity growers face challenges in accessing markets due to high air and sea freight costs. To support these farmers and producer groups, our organization provides upfront funding for freight expenses. However, the existing process lacks a robust database system with simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tra...

I'm looking for a professional to create a monthly income statement in Excel spreadsheet format. Key Requirements: - The task is to generate an income statement. - The data must be accurate and well-organized. - I would like to have the report in Excel spreadsheet. - The report should be delivered on a monthly basis. Ideal Skills: - Proficiency in financial reporting and analysis. - Advanced Excel skills. - Attention to detail. - Experience in creating income statements. - Timely delivery.

I am looking for a business professional to help me with the financial projections for vending machines to be placed at an apartment complex. This is a straightforward task that requires the creation of a profit and loss statement and chart. Key requirements: - Develop a profit and loss statement and chart for the vending machines (Snack, Beverage, Laundry and ATM) to be placed at the apartment complex - Focus on evaluating the profitability of this project Ideal skills and experience: - Proven experience with financial projections, specifically profit and loss statements and charts - Strong business acumen - Familiarity with the vending machine industry is a plus, but not mandatory.

I'm looking for a skilled developer to create a custom appointment booking system, akin to popular solutions like Amelia, Bookingpress, or Calendly, using Svelte or Sveltekit. I do not have any fixed budget in mind, if you can provide quality we can adjust the budget accordingly. Key Features: - Online appointment scheduling - Seamless calendar integration - Automated reminders - Page creation Users: The system will cater to three distinct user types: - Customers: Those looking to book appointments - Service Providers: Entities offering services and managing their availability - Administrators: Responsible for overall system management Appointment Booking: - The primary booking method will be through a dedicated website. Ideal Skills &...

I'm looking to create a football betting platform that will provide users with the ability to place bets on a wide range of football matches, based on past results and statistics. Key Features: - Football-exclusive: The platform will solely focus on football matches, providing users with a dedicated and comprehensive football betting experience. - Statistics & Past Results: The platform will need to integrate live and historical football data, allowing users to make informed bets based on trends and performance metrics. - User Funding: I'm open to suggestions on how users should fund their betting accounts. Please propose a seamless, secure and user-friendly system that suits this platform. Ideal S...

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We at G4 are...With your expertise, we aim to ensure the utmost safety and satisfaction for our esteemed clientele. Key duties and requirements: - Pilot private jets (Type ratings for specific aircraft will be needed) - Possess training and certification in Instrument Flight Rules (IFR) - Have a Multi-engine Aircraft Rating - Extensive flying experience is critical for this role Necessary Skills & Experience: - Proven experience as a pilot one a private jet - Strong knowledge of aircraft systems and operations - IFR certification, Multi-engine aircraft rating and type ratings for specific aircraft Your role will be paramount in maintaining our high-standard flights and services and ensuring client satisfa...

I am looking for a professional sales specialist to promote and sell employee benefits, including health insurance, retirement plans, disability insurance, and ancillary-life and health supplement. • The candidate must have a background in sales, preferably with experience in similar products and services. • Key expertise: Sales strategy, customer relationship management, and excellent communication skills. • The focus is on small businesses with fewer than 100 employees. Therefore, understanding of this market segment will be beneficial. • This position is not aimed at a specific industry; instead, it applies to all small businesses across industries. So, versatility and the ability to...

...highly skilled and experienced Salesforce freelancer to join our team and provide up to 12 hours a week of exceptional support for a variety of Salesforce Clouds, including: Sales Cloud Service Cloud Financial Services Cloud Experience Cloud Responsibilities: Manage and resolve incoming Salesforce support tickets with a focus on efficiency and accuracy. Diagnose issues across various Salesforce Clouds and recommend solutions. Leverage your expertise in Lightning Web Components (LWC), Flows, and Automation tools to streamline processes and improve functionality. Collaborate closely with internal teams to ensure seamless ticket resolution and customer satisfaction. Maintain a comprehensive ...

...Researcher who can leverage cutting edge data collection technologies to gather accurate and verified business contact data. Though this is a onetime project, this project will serve as a test trial to see if your services are the best fit for our use case. Scope of Work: The Data Researcher will utilize their own tools to collect and verify 2,500 unique business contacts according to the specifications provided, and all contact detail data must be verified using third-party tools before submission. Only verified records will be accepted, and payment will only be issued for data that is verified to be accurate. Verification Process: After you have submitted the verified data, we will also be verifying the data ours...

...agency, I'm seeking a professional with a strong background in business development and sales to help achieve specific goals: - Increasing Sales Revenue: Your main responsibility is to explore strategies and execute plans that result in significant sales growth. - Expanding Customer Base: I'm particularly interested in reaching out to small businesses. I need someone who has a deep understanding of this segment and knows how to communicate the value of our services effectively. Ideal Skills/Experience: - Proven experience in business development, ideally within a marketing agency - Strong track record in increasing revenue - Demonstrable success in attracting small businesses - Excellent communication and...

I'm in need of a talented and creative logo designer to help me brand my online Christian store. The store features cardstock printing services and pottery mugs, and I want the logo to reflect the elegance and spirituality of the products I offer. Business name: Christian Handcrafted Tagline: Elegance inspired by faith Requirements: - Style: The logo should be elegant, capturing the essence of my Christian store. - Colors: I prefer cool tones or warm, creating a calming and peaceful impression. - Elements: Incorporate lavender stems into the design. This subtle touch adds a unique and inviting feel to the logo. Ideal Skills: - Proficiency in logo design, particularly in creating elegant and sophis...

I'm seeking a talented animator to build a 3D cartoonish animation for my agricultural products, specifically crops. Great comprehension and execution of cartoonish style is required, along with a good understanding of how to portray the unique characteristics of various crops in a 3D environment. The successful candidate will have: - Strong experience in 3D animation. - A portfolio showcasing cartoonish animation style. - Knowledge in agriculture, especially crops. This project offers an opportunity to apply your creative skills to breathe life into illustrations of our products. This is your chance to provide a unique perspective on presenting agricultural products, more specifically, crops.

As a tax accounting firm, we need a modern and minimalist brochure/front page template created on Canva. This design will be a vital part of our client communications, underlining our commitment to transparency and professional service. Key Features: - The template needs to have individual fields for 'Client Name', 'Financial Summary', and 'Tax Advice Tips' & a 'performance graph'. - The design should embody a modern and minimalist aesthetic, reflecting our firm's expertise and reliable standing. - We would want the content creator to assist in creating the content. Then we would want generic fields or a pivot table to input data that then flows to the broc...

Being familiar with grocery industry finances, I need an expert to conduct a detailed analysis regarding a store's annual profitability. This involves but is not confined to: - Breaking down costs and expenses - Calculating and understanding profit margins The ideal professional must have experience in financial data analysis with exquisite accuracy. Favorably, knowledge or background within the grocery retail sector is advantageous. The final analysis report should be delivered in a well-structured PowerPoint presentation that encompasses all key findings. It's important for the report to be clear, and easy to understand for non-finance personnel. I am open for any approaches or suggestions, as long as they fulfill the core...

...designer to create a professional TriFold brochure for our heavy-duty truck repair shop, consistent with the branding and style of our website, prospecdiesel.ca. The brochure will have a folded size of 8.5 x 11 inches and an opened size of 25.5 x 11 inches. We will provide the layout guide, content, and photos for each section. The designer will be responsible for developing a visually appealing design that effectively showcases our services for heavy duty truck repair and for repair parts, ensuring it aligns with our brand guidelines. The project will close within 24 hours. Applicants should have proven experience in graphic design, particularly in creating marketing materials like brochures, proficiency in design software such as Adobe InDes...

I am looking for a skilled web developer to create a straightforward, one-page website. - Landing Page Content: The page should include a brief description of the services my company offers. - Goal: The primary purpose of the landing page is to provide information to visitors. The target audience for this website is the general public, so the design should be user-friendly and accessible to a broad range of people. Please note that I do not wish to negotiate details in chat. Your bid should reflect your final price for the project. Thank you.

...seeking a seasoned cold calling and appointment setting professional. Your main responsibility will be to contact individuals based in North America to assist them in the recovery of unclaimed funds. Here's a bit more about what I'm looking for: * Extensive experience in cold calling, preferably in the unclaimed funds or similar financial sector. * Familiarity with the North American market, and understanding the nuances involved in setting appointments in this region. * Excellent communication and rapport-building skills. * Experience in dealing with individuals rather than businesses. * Highly organized and able to manage and keep track of multiple appointments. Ultimately, I need a professional that is tenaci...

...marketing expert to help in a pivotal growth phase for our business. Our goals include growing our customer booking in our hair salon and improving customer engagement through strategic email marketing, and our social media channels. Desired Experience and Skills: - Proven experience in email marketing. - Proven experience in social media growth strategies - Strong understanding of lead generation strategies. - Demonstrated ability to increase customer engagement via email marketing. Job Requirements: - Develop an email marketing strategy to generate leads. - Create engaging content targeted towards our existing customers. - Continuously analyze and improve our email marketing strategy as the project progresses. - Edit and schedu...

...website, , enhancing its user interface and integrating it with social media platforms similar to Here are the specifics: - User Interface Enhancement: I anticipate a website that is user-friendly, visually captivating and easy to navigate. Your experience with UI/UX design will be vital here. - Social Media Integration: The website should have functionality to share our products/services directly on social media platforms. - Mobile-friendly Design: Although not explicitly mentioned, I consider it a given in today's digital age. The revamped website must be fully optimized for mobile users. - Showcasing Products/Services: The main objective of the website would be to showcase our products and s...

...business, Major League Powerwash and Landscape. I am looking for a bold and eye-catching design that will make my brand stand out. Key Elements: - The logo should be a combination of an icon and text, ideally with the business name included. - The visual component should include a zero turn lawnmower and a guy holding a powerwasher, symbolizing the core services of the business. - The design should appeal to a wide audience and be easily memorable. Ideal Skills: - Experience in creating bold and eye-catching logos. - Proficiency in both icon and text-based logo design. - Ability to incorporate specific elements into the design without compromising the overall aesthetic. - Understanding of the powerwashing and...

....NET Middleware, Azure Integration, and SDK Development Job Overview: We are seeking an experienced Full-Stack Developer to spearhead the development and integration of key system components within our e-commerce platform. The successful candidate will lead initiatives to enhance user interactions by developing a WordPress plugin, building a robust .NET middleware API, and integrating advanced Azure-based messaging services. Additionally, the role involves creating an SDK to facilitate easy integration for third-party AI bot services. This position is crucial for ensuring that our platform not only meets current technological standards but also adapts to future advancements and user needs, enhancing both the scalabil...

...seasoned financial analyst who can help me create an extremely detailed business case and financial analysis document specifically tailored to secure financing and government approval for a real estate project. Key Aspects: - Market Analysis and Trends: The document should provide a thorough examination of the target market's demographics, a comprehensive competitor analysis and an in-depth look at supply and demand dynamics. - Risk Assessment and Mitigation Strategies: I need someone who can analyze potential risks associated with the project and suggest effective mitigation strategies to counteract them. - Projected Financial Performance: The document should include detailed financial pr...

...skilled high-ticket closer for the launch and scale of my new Info Product, a Home Services based Launch and Scale Program. The ideal candidate should be based in the US, have an excellent command of the English language, and possess a proven track record of successful high-ticket sales. Key Responsibilities: - Collaborate on the development of sales strategies for the Home Services program - Conduct sales calls and negotiations with potential clients - Close high-value deals in the Home Services industry Ideal Skills and Experience: - Proven experience as a high-ticket closer in the US market - In-depth knowledge of the Home Services industry - Excellent communication and negotiation skills - Experience in launchin...

I'm looking for an expert who can put together a precise and comprehensive multifamily proforma that focuses on cash flow details. Specifics Required: - Include data on net operating income, debt service, and cash on cash return. - An in-depth monthly breakdown of these values. Skills & Experience: - Proven track record in financial analysis, specifically real estate and multifamily property market. - Professional approach with strong attention to detail. - High-level proficiency in using proforma software or Excel. - Understanding of the specifics of rental property cash flows.

Hi eSign Web Services, I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I'm seeking a professional to create an Information Memorandum specifically aimed at securing financing from venture capitalists and or private equity. This document should include detailed financial information, such as: - Revenue projections - Profit and loss statement - Balance sheet - Adopt government statistics - Market & Industry Analysis - Design funding models The ideal candidate for this job should have a solid background in finance, business analysis, and experience in creating successful Information Memorandums for the Australian market. They should be able to present complex financial data in a clear and concise manner to appeal to potential investors.

...web designer to create an E-commerce website tailored for freight forwarding. Key requirements: - Your primary goal will be to design and develop a website that drives sales for a freight forwarding service. This will include aspects like advertising, tracking, and the actual e-commerce transactions. - The site is to be optimized for easy navigation, with a strong call-to-action, and a user-friendly interface. - Should be mobile-friendly. - Potential features: As I'm not yet sure about the need for product inventory management and order tracking, I'd prefer a designer who has experience incorporating these features and can advise me on their necessity for my specific project. - Additionally, expertise in SEO ...