How to sell financial planning services jobs
...thailand, preferably bangkok, to find some reputable coin shops or people that sell genuine old thai silver coins, that are not fakes. i would also like to get some photos of some of the coins and their prices. the shops should have a good reputation as selling genuine coins, not fakes. i woud also like to know if they sell only ungraded coins or professionally graded coins, which are in plastic coin holders called slabs, which are plastic coin holders with a grade marked on them. so i would like : 1. identify good trustworthy coin shops or coin sellers that sell old thai coins (only thai sellers) 2. get pics of some of the silver coins and their prices 3. ask if the shop has professionally graded coins as well as ungraded coins so that you ar...
I'm searching for a proficient mail developer who can accomplish the following tasks: - Write engaging email copy. - Create a Zimbra mailer using either SOAP API or EWS. You must have experience with all mentioned platforms, namely Zimbra, SOAP API, and EWS (Exchange Web Services). The developed Zimbra mailer needs to have the functionality to send emails. Kindly bid if you have the necessary skills and experience. Look forward to working with professionals in this area.
I need an experienced developer to create a custom online booking system for my business. The system should be integrated with our existing website and designed to handle online reservations. Key Requirements: - Develop a custom-built online reservation system to handle bookings for our services - Integrate the system with our existing website - Implement the necessary automation to streamline the booking process - Ensure user-friendly and efficient design for end users - Provide necessary documentation and support for future maintenance and updates - Connect the system to Ideal candidate: - Proficient in developing custom booking systems - Experience with integrating systems into existing websites - Strong understanding of automation and strea...
I need a clean and minimalistic website created for my personal business. This website not only needs to provide information about me personally but my services which is breathwrok, hypnotherapy and coaching, their benefits, but also serve as a platform for selling courses, selling a membership and booking sessions. Key Requirements: - Detailed explanation and introduction to breathwork & hypnosis - Sections highlighting the benefits of breathwork & hypnosis - An integrated platform for selling courses, membership and workshops - A booking system for scheduling sessions Ideal Skills: - Experience in creating professional, minimalistic websites - Knowledge of e-commerce and booking systems - Understanding of effective information presentation on websites - A...
I need a professional freelancer to help remove the background of a product image and replace it with a clean white background. Key Requirements: - Remove background of a product image - Replace it with a white background Please note that the image may require additional editing services like color correction, resizing, text or logo addition. Ideal skills for this role: - Proficiency in image editing software - Experience in product photography - Attention to detail
I am 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 legal and financial setup pro...
I'm in need of a professional content writer who can help me with writing website content and product descriptions. The content should be tailored towards business professionals. Key Requirements: - Creat...Crafting SEO-friendly product descriptions Ideal Skills: - Proven experience in writing compelling website content and product descriptions - Understanding of SEO principles and practices - Knowledge of the tone and style suitable for business professionals This job requires high quality, engaging content that resonates with business professionals. The writer should be able to efficiently communicate information about our services and products, while also ensuring it's optimized for search engines. Experience with similar projects or a portfolio showcasing rel...
I'm looking to build a unique ecommerce website that combines physical product sales with appointment booking services. The site will require a payment gateway, and an integrated booking system for the appointment feature. Key Requirements: - Design and Development: The ideal candidate should have experience in creating ecommerce sites with integrated booking systems. A clean, modern design is essential. - Ecommerce Functionality: The site will need to support the sale of physical products as well as services. - Payment Gateway: A secure, reliable payment gateway is necessary for processing online transactions. - Appointment Booking System: A user-friendly, integrated booking system will be required for scheduling appointments. - Website Usability: The s...
I'm 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 developing and designing e-commerce we...
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.
...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 specific design preference was given. Experience with creating clean and minimalist, colorful and vibrant, and professional and corporate styles would be beneficial. The...
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 professional on this project.
I'm in need of a specialist in data analysis, specifically predictive analysis. The purpose of this project is to generate a sales forecast derived from publicly available data. The resulting prediction should aid in budget planning, identifying sales trends, and setting sales targets. IN NEED OF A DATA ANALYSIS PROJECT FOR PREDICTING SALES Ideal Skills and Experience: - Expertise in predictive analysis - Proficient in analyzing publicly available data - Indepth understanding of sales forecasting - Strong statistical and mathematical skills
...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 financial accounts. ...
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!
I 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 to ensure a user-friendly interface. - Strong communic...
...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 Services: Provide mobile prepaid and postpaid top-up services, data packages, and utility bill payments. - API Integration: Offer robust and secure API integration for seamless transactions on our platform. - API Documentation: Provide comprehensive API documentation and technical support. - Real-Time Processing: Support...
I need a 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, making it appealing to po...
...in need of a skilled survey designer to help me create a structured questionnaire that'll measure the success and efficiency of our IT services. Key Requirements: - Create a comprehensive survey that includes various KPIs related to IT services. - Focus on measuring areas like response time, uptime/downtime, and customer satisfaction. - Ensure the survey is structured in a way that it can be deployed on a monthly basis - The survey should be easily understandable by the respondents and generate actionable insights for our IT team. Ideal Skills and Experience: - Proficiency in designing surveys with a focus on KPIs - Knowledge of IT services and various KPIs associated with them - Experience in designing reports for IT service performance - Abil...
NextGen is seeking an experienced IT 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 and C...
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
...seeking the expertise 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 products an...
I'm in need of an expert who can secure ...weddings, corporate events, and concerts. The venues should accommodate up to 50 guests. Essential requirements for the job include: - Extensive knowledge of available venues suitable for a range of events - Excellent negotiation skills for getting the best booking rates - An understanding of the logistical requirements for each event type Candidates with experience in event planning, venue sourcing or a related field will be highly regarded. It's crucial that you are detail-oriented – I need someone who will consider all variables to select the perfect venue. You'll be paid a percentage of what the booking fee is. I'm looking for acoustic bookings socials: Tik Tok:codylanemusic04 Insta: Exci...
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 subtleties involved when communicating...
...designer to create a compelling campaign for my new business start-up. The main goal of the campaign is to raise capital to support the launch and initial growth of the business. Key Requirements: - At least 2 years of experience in designing successful GoFundMe campaigns - A solid understanding of crowdfunding dynamics and best practices - Ability to create engaging, persuasive content tailored to potential investors - Proficiency in creating visually appealing campaign pages - Proven track record of raising significant funds for business start-ups The ideal candidate should be able to understand my business vision and translate it into a convincing fundraising message. I'm looking for someone who can help me attract potential investors...
...development, planning, and execution of our marketing strategy for our SaaS company, UltraDisplayAds. The goal is to acquire 1000+ customers within the first 6 months. Key Responsibilities: - Develop a comprehensive marketing strategy that targets small businesses, medium-sized businesses, and large enterprises - Plan and execute marketing campaigns to drive customer acquisition - Monitor and track the effectiveness of the strategy and campaigns to optimize results Requirements: - Proven experience in SaaS and/or tech industry marketing - Ability to create and implement strategies that will help us grow from zero to 1000+ customers within 6 months - Proficiency in various marketing channels such as email marketing, social media advertising, a...
...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 quizzes to reinforce learning. - Ispring & similar tools: Ability to embed content from these tools. - Multimedia: The pla...
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 implement ...
...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, preferably around product advertis...
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 adults as it will be available to hi...
I am looking for a PR expert to craft and implement a robust public relations strategy targeted at increasing brand awareness among general consumers. Key Responsibilities: - Strategizing, planning, and executing PR campaigns across different platforms, including social media, traditional media, and through event sponsorship. - Building a positive image of our brand and fostering a strong relationship with general consumers. Ideal Skills: - PR Management - Social Media Marketing - Crisis Management - Event Sponsoring - Media Relations Your proven skills and experience in PR strategies targeted at general consumers will be crucial. Expertise in various platforms, especially social media, traditional media, and event sponsorship is essential. The ideal candidate sh...
I am 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 legal and financial setup pro...
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.
...highly educated female home caretaker (who can 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), accommodat...
...duty, or task (let said the "tasks") show as below: "Basic Scope" (I need 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 t...
1. Issue 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 Tracking and Reimbursement: Record transportat...
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'm Brendah Awuor, the founder of the Awuor Support Initiative based in Uganda, dedicated to uplifting underprivileged children through education. Today, I'm reaching out to you with a heartfelt plea to support three remarkable children - Alice Alyeko, Ben Otim, and Emma Mukutu - in their educational journey. Education has always been my passion and driving force. Growing up in Uganda, I witnessed firsthand the transformative power of education in breaking the cycle of poverty and empowering individuals to create better lives for themselves and their communities. It's this belief that led me to establish the Awuor Support Initiative, aiming to provide equal educational opportunities to children who are often overlooked and un...
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 & Exper...
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 Skills and Experience: - Extensive e...
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 satisfaction. If you meet the above criteria, we would l...
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 adapt strategies to different sectors w...
...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 understanding of Salesforce best practices and stay up-...
...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 ourselves to ensure the a...
As the owner of a Marketing 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 ...
...programmer to create a program for me that specializes in providing trading alerts. Key Requirements: - **Email Alerts**: Primarily, I want the alerts to be sent to my email & in trading view platform. This is essential for me to act promptly on the trading signals. - **Trading View Integration**: The program should be compatible with Trading View. This is the platform I prefer for analyzing markets and executing trades. Strategy need to work in all the time frame. So code based on it. 1. 2 Heiken ashi candle with increase in price and volume to be alerted. Ideal Skills and Experience: - Proven experience in developing for Trading View is a must. - Proficiency in programming languages and tools related to Trading View. - Previou...
