Financial flex code punët
I've recently cloned a code from a GitHub repository that uses Python for data analysis. I am seeking a Python expert who, after testing the code to ensure it operates correctly, can guide me on how to run it smoothly and effectively. Specifically, I am struggling with: - Algorithm implementation. The successful candidate should have in-depth experience with Python, especially around data analysis, and possess the ability to explain complex coding and algorithm structures in a simple, palatable manner. It would be highly advantageous if the candidate has prior experience with teaching or coaching on code implementation. Mastery in explaining data analysis algorithms is a must. In your proposal, please share instances where you helped others understand Python...
I WILL DELETE YOUR BID IF YOU DO MOT TEAD I need to automate a process for onboarding a financial session. It should be web-based to keep the cost down. Currently I ask them to break down some of their finances manually. I want to make an interactive interface that asks them questions (to name expenses and add up the amount) with the aim of generating a report consisting of 4 sections: Housing Transportation Food Essentials It should start by asking consent to share this information with me to analyze it. I would also like: name, email age, then how much money they make and whether they make it biweekly, annually or monthly. (This needs to be translated to a monthly figure) Each section will ask questions about the kinds of expenses relevant to them. They can select the...
...media in both the native language and English. - Significant news in the last 10 years, eg, Merger & acquisition, New business/project announcement / new joint-venture - Changes in organization structure, including changes of shareholders, board of directors, key executives, etc. - Major announcements on the company as well as related companies (eg. secured new projects, incurred substantial financial losses, etc.) - Significant news on the subject company as well as related companies e.g subsidiaries, branch offices, associated companies, joint ventures, etc. - Any litigation and bribery information English. SUBJECT: 2 individuals, 4 companies SKILLSETS: - Experienced in Internet research - Strong in both local and English language proficiency DELIVERY ELEMENTS: - All rel...
I require a capable an...but is unable to be tied into the house due to size of the sill and the rubble foundation. - Decking must meet code in Massachusetts and must be able to have permitting approved. - Not being able to obtain the permit to build will be considered incomplete and refund will be due. Ideal Candidate: - You should have a strong background in residential structural designs, especially outdoor structures such as decks. - Proven experience in taking a project from the design phase through to permit approval is desirable. - Strong knowledge of residential building codes and regulations. - Excellent communication and drafting skills will be preferred. This is a wonderful opportunity to flex your design muscles and contribute to a functional and aesthetical res...
I'm in need of a reliable and experienced web developer to ...reliable and experienced web developer to create a robust property management site for my company. The website will primarily serve as a platform for managing owner buildings, so applicants with a background in real estate. It should have certain key features including: - Tenant Screening, Rent Collection, Property Maintenance and Repairs, Financial Reporting, Lease Enforcement, Emergency Response, Legal Compliance, Tenant Relations, Vacancy Management, Financial Management, Legal Support, Technology Solutions & Asset Management. Freelancers with a solid understanding of these elements, and a track-record of delivering effective solutions, are highly encouraged to bid. Your expertise will be critical ...
NOTE: AUTO GENERATED APPLICATIONS WILL BE DELETED! Looking for someone well experienced in pitch decks to help us create a sponsorship proposal. I am searching for someone that can help me create a...help me create a Sponsorship Pitch Deck for an event that I have in New York City. We are targeting sponsorships from: -Liquor brands -Restaurant (food) Chains and Local Restaurants -Speaker companies The event is an outdoor party. The crowd is made up of around 100-150 young black professionals, socialites, influencers, & content creators. All are between 25-40 years old. If we can secure financial sponsorships that is great. If not, then in-kind sponsorships/product donations are okay. You must understand what brands want to see & what information to highlight to peak...
...specialist to help me create a comprehensive Transportation Management System (TMS) for my Freight Brokerage business. The TMS should have the following functionalities: - Load Management: Ability to manage and track the transportation of goods effectively. - Carrier Management: A system to efficiently manage carriers and streamline the process of assigning them to loads. - Financial Management: An integrated financial module to track costs and profits associated with shipments and carriers. User-Friendly Interface: I am looking for a system that is user-friendly and easy to navigate. This is particularly important for my team to quickly adapt and use the system effectively. Real-Time Shipment Tracking: Having the ability to provide real-time tracking for shipme...
I'm looking for a skilled Excel expert to work on my financial data. The task involves clearing the data and conducting a thorough analysis specifically focused on profitability. Key responsibilities: - Clearing the provided financial data - Analyzing the data based on the profitability metrics Ideal skills and qualifications: - Proficiency in MS Excel, especially in data analysis - Strong understanding of financial metrics, particularly profitability - Attention to detail and ability to ensure data accuracy - Ability to present findings in a clear, concise manner - Previous experience working with financial data is a plus Please note that the data requires thorough analysis. Clarity and precision are crucial as the analysis will be used to make importa...
I am in need of a professional who can assist me with daily updating of sale purchase data in both Excel and SAP. The ideal candidate should be proficient with these programs, especially in handling data updates efficiently on a daily basis. Key Responsibilities: - Daily update of sale purchase data in Excel and SAP - Ensuring data integrity across p...data in both Excel and SAP. The ideal candidate should be proficient with these programs, especially in handling data updates efficiently on a daily basis. Key Responsibilities: - Daily update of sale purchase data in Excel and SAP - Ensuring data integrity across platforms Ideal Skills and Experience: - Proficiency in Excel and SAP - Experience with handling daily data updates - Knowledge of Financial Accounting (FI) module in SAP...
...aspects of this project include: - **Main Feature:** The most crucial aspect of this accounting web application is its financial reporting capabilities. The financial data will be taken from Excel and XML. There will be financial reports (P&L, Balance Sheet, Cash Flow) and graphs to show the financial status. - **Technology Stack:** I require the project to be developed using Python/Java as the primary programming language. - **Database:** The application should be built using MongoDB for its databases. Ideal candidates should have: - Proficiency in Python/Java and MongoDB. - Experience in developing accounting or financial applications that include graphs for financial reports. - A solid understanding of front-end technologies for a ful...
...skilled designer to create a professional A4/3 size real estate flyer. This flyer will be divided into 3 equal parts for easy printing, where each part carries the same design. The focus of the flyer will be on promoting MY REAL ESTATE SERVICES , ASKING PEOPLE TO SCAN THE QR CODE OR GOTO WEBSITE AND CALL ME FOR FREE PROPERTY APPRAISAL, and including my contact information and a provided QR code. Key Requirements: - Design a professional real estate flyer with a clear and visually appealing layout. - Incorporate a QR code and my contact information in a seamless and effective manner. - Include an image of me in the design. The deliverable for this project is a PDF file of the final design. Ideal Skills and Experience: - Proven experience in designing real estate ...
Preparing the Financial Statement for 2023
...Page: This will substitute our current List view, enabling clients to quickly see prices and make bulk orders without navigating through individual product pages. (example is visible in another installed theme) - 'Unit Cost' Display on Product Page: Prices need to be shown in kilograms and automatically sync with Shopify's unit pricing, factoring in base price and dynamic calculations. (example code: ) Ideal candidate should have: - Proven experience with Shopify theme customization - Knowledge of B2B eCommerce solutions - Familiarity with Sparklayer integration - Fluency in JavaScript, HTML/CSS, and Liquid - Ability to implement mobile-responsive design features - Experience in dynamic pricing display Specifics: - Customize the Pursuit theme to
I'm seeking a specialist with expertise in detailed financial data entry. You'll be tasked with entering intricate numbers and figures for our financial reports. Skills and Experience Required: - Proficient in Microsoft Excel. - Experience with financial report data entry. - Detail-oriented with ability to handle complex numerical data. Main Tasks: - Inputting detailed financial data into our Excel-based financial reports. - Ensuring accuracy of data. - Completing tasks within given deadlines. Please share relevant previous experience and examples of your work when bidding.
I'm...tasks: - Accounts Payable: Tracking and managing all outgoing payments in a clear and organized manner. - Accounts Receivable: Overseeing and monitoring all incoming payments, ensuring timeliness and accuracy. - Bank Reconciliation: Regularly reconciling bank statements with our financial records to ensure accuracy. You don't necessarily need to be an expert in accounting software, but you should be fluent in Excel. This project doesn't involve learning new software, but rather meticulously managing and organizing financial data in Excel. I prefer to receive updates and reports via email, so clear and concise communication skills are a must. Experience in bookkeeping or a related field is highly desirable. Please let me know about your relevant experi...
I need an Excel expert to help me document my financial data in a specific text-based format. Key Requirements: - Organizing and documenting financial data in Excel - Following a specific text-based format provided by me Ideal Skills and Experience: - Proven experience in working with financial data - Proficiency in Excel, including advanced functions for data organization - Excellent attention to detail and ability to follow specific instructions accurately and efficiently.
... • Services -> Financial Planning -> Financial Planning o • Services -> Financial Planning -> Retirement Planning o • Services -> Financial Planning -> Estate Planning o • Services -> Financial Planning -> Multi-Generational Planning o • Services -> Financial Planning -> Charitable Planning o • Services -> Investment Management
I'm in need of a skilled content writer to craft engaging finance-focused articles for my website. Requirements: - The successful freelancer should share past work that showca...finance-focused articles for my website. Requirements: - The successful freelancer should share past work that showcases their writing and research capabilities. - The articles should fall within the range of 550 to 650 words. Your expertise in finance and writing will be vital in producing content that is informative, engaging, and suitable for my target audience. I'm keen on innovative financial methods for writers. The right candidate should be able to communicate complex concepts in a clear and compelling manner. Your articles will be instrumental in establishing my website as a go-to res...
...accounting, specifically familiar with Tally Prime software. The nature of work involves three critical tasks: 1. Journal Entry: The expert will be required to complete and manage financial entries concerning the company's expenditures and revenues. 2. Billing and Invoicing: This task will involve creating and managing invoices while maintaining the company's sales records. 3. Bank Reconciliation: An important aspect of this project, this task will require the matching of our company's internal financial records against monthly statements from our bank. Ideal candidates should have relevant experience in handling financial data, which includes tasks such as handling journal entries, billing, invoicing, and bank reconciliations. A good understandi...
I have a backend code for a pre-existing fully function website and mobile app. The backend code is currently all written in php. I need someone to convert this existing php code into fully functional python code which I can deploy.
...different levels of detail. - Integration with Existing Systems: The database will need to interact seamlessly with other existing systems and software used by the company, ensuring data consistency and accuracy. - User Permissions and Access Control: The system should have a robust user management system that allows for different access levels and permissions. This will ensure that sensitive financial information is only accessible to authorized personnel. Ideal Skills: - Proficiency in MS Access Development: The ideal candidate should have extensive experience in developing complex databases in MS Access and be comfortable with creating custom queries, forms, and reports. - Understanding of Accounting Principles: A good grasp of accounting principles is essential for understan...
I need an expert in Google Ads and On-Page SEO to help drive more traffic to our landing page. The project involves two main components: - **Google Ads Management**: - You should be able to create and manage Google Ad...relevant traffic to our landing page. - Proven track record of increasing website visibility and leads via Google Ads is required. - **On-Page SEO**: - Identify and correct any on-page SEO issues that may be affecting our visibility. - Implement strategies to improve our website's ranking on search engines. - Experience with financial services is a plus. Please note that we have been wrongly tagged as a financial service. However, I am not in need of any financial service verification at this time, only looking for an expert to assist...
I am currently seeking a professional auditor in the Amman area who can undertake a financial audit for my recently established housing contractor. Key Project Details: - The project involves auditing the financial accounts of my housing construction business in Jordan. - The ideal candidate should be well-versed with accounting principles, and must have ample experience in conducting similar audits. - The primary aim is to ensure that my financial records are accurate, up-to-date, and in compliance with relevant regulations. Key Requirements: - Professional with proven experience in financial auditing. - Must be based in Amman, Jordan. - The project turnaround time is less than a month and I am looking to get it done ASAP. Feel free to reach out to me if you...
I need an expert in Excel who can help me document my company's financial data. The focus will be mainly on: - Transaction history The transaction history should include the following details for every entry: - Description - Amount The ideal freelancer for this job will be someone with excellent command of Excel, data entry skills, and a solid understanding of financial data, especially transaction histories. Experience with similar projects would be a plus. Your attention to detail and accuracy are critical for this task. This project could lead to future work if successfully completed. Please place your bid stating your experience and how you intend to undertake the task at hand.
I'm looking for an expert in Excel, preferable someone who is adept at managing and organizing large volumes of financial data. The task primarily revolves around: • Data entry and organization: You will be given vast amounts of financial data which I expect you to expertly enter and organize into Excel sheets. • Handling extensive data: You should be adept in working with over 10,000 rows/columns of data. • Using Excel functionalities: You should be familiar with Excel formulas and functions to format, sort, and organize the data effectively. Your experience in dealing with extensive financial data will be highly beneficial. I look forward to working with organized, accurate, and efficient freelancers. Remember, it's all about the details ...
...platforms and a keen understanding of their operational ease. The article should highlight: - Benefits of using a digital wallet with a major focus on its convenience. - Specific emphasis on the ease of transactions facilitated by digital wallets as a primary convenience feature. Your job would involve conducting research to support these claims. Excellent writing skills, experience with digital financial platforms, and a background in FinTech writing will be advantageous. Write about 30 articles of wallets from: Each wallet consists of eight paragraphs consisting of intro,products, fees, advantages,limitations, target customer base, features and summary -each paragraph having 150 words in each article E.g: UK hidden fees - March '24 https://www
...some existing C++ code for a virtual camera system. The code I currently have is in C++ and designed to operate on Windows. Key aspects of the project: - **Adaptation**: The task is to take this existing code and modify it to allow the user to switch between different camera modes. I have a specific vision for this system which includes switching between: - The system camera - The system camera with a watermark - A full-screen image - **Functionality**: The change between these modes should be quick and seamless, and should be implemented through keyboard shortcuts. The user should be able to easily navigate and switch between these modes without any lag or glitches. —— more information: I would like you to adapt some code for a simpl...
NOTE: AUTO GENERATED APPLICATIONS WILL BE DELETED! Looking for someone well experienced in pitch decks to help us create a sponsorship proposal. I am searching for someone that can help me create a...help me create a Sponsorship Pitch Deck for an event that I have in New York City. We are targeting sponsorships from: -Liquor brands -Restaurant (food) Chains and Local Restaurants -Speaker companies The event is an outdoor party. The crowd is made up of around 100-150 young black professionals, socialites, influencers, & content creators. All are between 25-40 years old. If we can secure financial sponsorships that is great. If not, then in-kind sponsorships/product donations are okay. You must understand what brands want to see & what information to highlight to peak...
I need an expert in PowerBI to help us recreate some reports we had on Sage but are currently unavailable in Business Central. Key Details: - You will need to create a Sales Report, Financial Report, and Activity Report - The Sales Report should include Revenue, Quantity Sold, and Top-Selling Products - The Financial Report should be a recreation of a Profit and Loss Statement, Balance Sheet, and Cash Flow Statement from our previous data in Sage Ideal Skills and Experience: - Proficiency in PowerBI tools - Previous experience with migrating reports from Sage to Business Central would be a huge advantage - Strong analytical skills to ensure the reports are accurate and comprehensive Please note that we can provide you with the necessary data and previous reports from Sage...
I am in need of an experienced Tally TDL developer who can assist me in customizing my financial reports, particularly the balance sheet. Key Responsibilities: - Customize the Balance Sheet in Tally software to meet my specific business needs. Ideal Skills and Experience: - Proficiency in Tally TDL (Tally Definition Language) programming. - Prior experience in customizing financial reports in Tally, particularly the Balance Sheet. - Strong understanding of accounting principles and financial reporting.
I'm seeking a skilled bookkeeper with experience in Zoho to help manage the financial aspects of my small business. Your responsibilities will include: - Regularly reconciling accounts, ensuring they are accurate and up-to-date - Categorizing transactions correctly for clear financial tracking - Generating financial reports for analysis and decision-making - Offering insights and suggestions for financial improvements This role would suit an individual with: - Strong bookkeeping skills and experience, ideally with small businesses - Proficiency in Zoho, or similar bookkeeping software - Excellent attention to detail, analytical skills, and a problem-solving mindset - The ability to communicate financial information clearly to a non-finance profess...
We are seeking an expert in algorithmic trading or financial engineering to assist with completing the code for our High-Frequency Trading (HFT) Bot. The ideal candidate will have a deep understanding of algorithmic trading strategies, market data analysis, and the ability to optimize trading systems for high-speed execution. This project involves refining and enhancing the existing codebase to improve performance and profitability. Required skills: - Proficiency in algorithmic trading and financial engineering - Experience with HFT strategies and market data analysis - Strong programming skills in languages such as Python or C++ - Knowledge of trading platforms and APIs - Ability to optimize trading systems for high-speed execution
As a Media TV Channel, we are seeking a UDAID Contract Compliance Specialist to review our contracts, ensure compliance with contract terms and conditions, and audit financial records. Key Responsibilities: - Reviewing contracts: You will be tasked with thoroughly examining our USAID contracts. - Ensuring compliance: It's essential that you ensure we strictly adhere to all terms and conditions outlined in our contracts. - Auditing financial records: You will need to conduct detailed audits of our financial records to guarantee compliance. Industry Experience: While not mandatory, if you've previously worked in the media TV channel sector, it would be an added advantage. Understanding the unique nuances and challenges of this industry will help you excel in ...
...creating engaging Instagram reels and making videos of myself talking for Instagram audience. Here's what I'm looking for: - The reels should highlight and promote various aspects of financial investment and planning. - They should be between 30-60 seconds long, ensuring the engagement of viewers and effectively conveying the information. - Graphics and text overlays are encouraged to make the information easily digestible and visually engaging. The ideal freelancer for this job would have: - Prior experience in creating Instagram reels or similar short videos. - A basic understanding of financial subjects to ensure accurate and easy-to-understand visualization of information. - Excellent design skills, knowing what works best on Instagram visually. - The...
I'm in need of a Python programmer to write a piece of code for me in Python, and then compile a detailed report about it. The job essentially involves writing a code in Python, and then the creation of a detailed report about the code, its structure, design, and implementation. Key Requirements: - Proficiency in Python programming - Strong understanding of coding best practices - Experience in technical report writing - Ability to explain complex concepts in a clear and concise manner - Familiarity with creating and structuring PDF documents. Ideal deliverables: - A well-structured Python code - A detailed, structured, and easy to understand report in PDF format. If you're confident in your Python programming skills and technical writing abil...
The project aims to develop a software system that can track and control the cursor movement on a computer screen using the user’s eye movements. The system would use an eye-tracking device to monitor the user’s eye movements and pupil detection, head and eye tracking, cursor position prediction, calibration, performance tuning, and adaptive learning techniques to translate them into cursor movements. The system would be beneficial for individuals with physical disabilities or limited mobility, providing them with an alternative and accessible way to interact with a computer interface. The system would also offer a more natural and intuitive way to control the cursor using the natural movement of the eyes. The system would employ computer vision techniques provided by OpenCV, a...
I'm seeking a Python developer with experience in Playwright to complete my existing code. Key tasks include: - Reviewing the existing codebase. - Identifying and fixing bugs. - Completing partial functionalities if any. Ideal candidate should have: - Prior experience with Python (Playwright). - A strong understanding of web scraping and UI automation. Please provide examples of your past work in Python (Playwright) along with your bid.
Craft a compelling pitch deck for your Kombucha brand to engage investors, partners, and retailers. Through meticulous market analysis, I'll highlight growth trends and competitive advantages. I'll accentuate organic ingredients, unique flavors, and sustainable packaging in the product description. Realistic revenue projections will underscore profitability and growth potential. The deck will feature clear visuals and persuasive narrative, providing a strategic roadmap for success. Tailored sections include: Introduction: Introduce your company and mission. Market Analysis: Analyze growth trends, competition, and demographics. Product Description: Emphasize organic ingredients, unique flavors, and sustainable packaging. Revenue Projections: Forecast sales, profit margins, and gr...
...development within VS Code. Key Tasks: - Code Debugging: I require assistance in debugging my Python code. The ideal freelancer will be able to analyze and troubleshoot my code to identify and fix any issues. - Package Installation: I'm using Django, Flask, and NumPy in my project, and I need help installing these packages correctly within my development environment. - API Integration: As part of my project, I need to integrate several APIs into my Python code. The successful freelancer will be able to guide me on how to implement these integrations effectively. Python Version: - I'm working with Python 3.x, so experience with this version is a must. Ideal Skills and Experience: - Strong Python development skills - Experience with Django, ...
I'm in need of a professional to integrate bank and credit card payment methods into my ex...exclusively support transactions in Rupees. Key Requirement: - Creation of a new merchant account/payment gateway. I am not limited to specific payment gateways as long as the system-run transactions are secure and efficient. Ideal Skills: - Hands-on experience with payment gateway integration, especially for bank transfers and credit card payments - Proficient in managing and navigating through financial and payment platforms - Knowledgeable in Rupee-based transactions - Sound understanding of web security standards particularly relating to payment integrations is desirable you can see the current website build in progress on Odoo platform that need this integration
... I am in need of an expert in the following areas: - Understanding and interpreting AASB 1058 - Nonprofit financial reporting - Ability to simplify complex financial data The ideal candidate should have prior experience in helping nonprofits navigate regulatory requirements and clarify financial data. Your role will be to assess our current reporting practices, highlight areas of potential confusion, and suggest clear, compliant and understandable ways of presenting our financial data. Your assistance will greatly contribute to our transparency and ability to serve our community more effectively. write report Board Report: Addressing Challenges of Adopting AASB 1058 in Financial Reporting for Nonprofit Organisations Introduction: This report aims ...
I require a highly skilled professional to transform an existing NPV/ROI spreadsheet into a high-quality, professional document. W...existing NPV/ROI spreadsheet into a high-quality, professional document. While the specific design elements have been left open-ended, taking initiative with the organization and aesthetics of the spreadsheet is crucial. There are 2 tabs in this sheet. Ideal candidates for this job are proficient in Excel and have a keen eye for organization and layout. A background or clear understanding in financial data is required. Please articulate how you would approach this task in your proposal. Add '67890' to your proposal so I know you've read this. Spreadsheet:
I require a Power BI expert to mentor me on creating high-quality dashboards using raw data like sales data, customer survey results, and financial statements. The scope of the training will include: - Data Modeling Techniques - Advanced Visualization Strategies The main aim of creating these dashboards will be to monitor our sales performance and analyze customer feedback. Thus, it will be ideal if you have experience in these areas and are comfortable teaching the skills needed. Being proficient in utilizing DAX formulas would be a significant advantage as well. Your task will be to transfer your knowledge about Power BI tools efficiently, helping me to master these operations at a professional level.
I'm seeking a professional with prior experience in integrating APIs, specifically financial services, with a focus on online banking. Key Responsibilities: - You will be tasked with integrating our platform with online banking services through a comprehensive API linking mechanism. - The primary goal of this integration is to enable white labelling, hence ensuring that the interface appears as our own. Prior Experience: - I require a freelancer with a proven track record in developing and integrating APIs, especially in the financial sector. - Your prior experience with online banking services is crucial for the successful execution of this project. Ideal Skills: - Proficiency in API development and integration - Prior experience with online banking services - Stro...
I have a C# code that's currently designed for file manipulation but I really need it to work like Powershell for data processing. - Task: I'm specifically working with text files and need to perform a hashing operation on them. - The end goal: The code needs to be able to read through the text files and hash them in a way that's similar to what one can do with Powershell. The ideal freelancer for this job should have: - Proficiency in C# programming, especially in the context of data processing. - A good understanding of hash functions and how to implement them in a C# code. - Familiarity with text file handling in C# is a plus. I'm looking for an efficient and smooth solution that's able to process large text files quickly. Your experi...
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NOTE: AUTO GENERATED APPLICATIONS WILL BE DELETED! Looking for someone well experienced in pitch decks to help us create a sponsorship proposal. I am searching for someone that can help me create a...help me create a Sponsorship Pitch Deck for an event that I have in New York City. We are targeting sponsorships from: -Liquor brands -Restaurant (food) Chains and Local Restaurants -Speaker companies The event is an outdoor party. The crowd is made up of around 100-150 young black professionals, socialites, influencers, & content creators. All are between 25-40 years old. If we can secure financial sponsorships that is great. If not, then in-kind sponsorships/product donations are okay. You must understand what brands want to see & what information to highlight to peak...
I'm in need of an experienced construction project manager for a commercial project. We're currently in the construction phase and require assistance in key areas including: - Budgeting and Cost Management: You'll be responsible for overseeing the budget and ensuring that costs are kept within the agreed upon financial parameters. This will include monitoring expenses, identifying potential cost overruns, and suggesting cost-saving measures where possible. - Schedule and Resource Management: Your role will involve managing the project schedule and ensuring that resources are allocated effectively. You'll need to coordinate with various teams and subcontractors to ensure that the project is on track and that deadlines are met. - Quality Control and Safety Manag...
...- Networking - Self-Discipline - Problem-Solving - Positive Attitude - Lead generation - Appointment setting - Persuasion and Negotiation - Familiarity with IUL and insurance industry. We will train you on IUL’s and all products. You will have 2 rolls in the company . #1 Customer Acquisition Specialist. This position with require you to generate your own leads for customers looking for Financial Services such as: - IUL - Tax-Advantage, Wealth Accumulation Strategies - Infinite Banking and Family Banks - College Planning - Life insurance and Living Benefits - Estate and Legacy Planning - Business Owner Strategies - Asset Protection - Tax Free Solutions - Life Insurance You will screen them to fit our client profile: Married, Age 25 and over, has Children, has a job,...
