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Financial Sales require a strong knowledge of math's and the ability to understand the intricacies of each financial product or service and its relevance to the client, both existing and new.
On Freelancer.com, you can hire a Financial Salesperson for cold calling, responding to customers via e-mail or phone, proofreading your catalogues or creation of brochures.
Post your project for free and connect with skilled freelancers ready to start today. Compare bids, ratings and portfolios, and only pay when you're happy with the work.
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9.2
9.2
100%

BANGKOK, Thailand
$130 USD per hour
Hi, I’m Marjan, Website & Software Developer with 16 years of experience and 4,400+ successful projects delivered worldwide. I help businesses build fast, secure, professional and conversion-focused websites, eCommerce stores, custom web applications, booking systems, dashboards and scalable digital platforms. My expertise includes: • WordPress, Elementor & Custom Theme/Plugin Development • Shopify Store Design, Setup & Customization • Full-Stack Web Development • SaaS, MVP & Custom Web Application Development • Booking Funnels, Lead Generation Forms & Dashboards • PHP, JavaScript, HTML, CSS & API Integrations • Wix, Webflow & Business Website Development • Technical SEO, Speed Optimization & Website Maintenance What you can expect when working with me: • Clear and professional communication • Clean, maintainable and scalable work • Careful attention to detail • On-time delivery and long-term support Whether you need a business website, Shopify store, WordPress development, custom platform, SaaS MVP, booking funnel or ongoing website support, I can help you plan, build and launch it properly. Let’s discuss your project and create something that works for your business.

9.2
9.2
96%

Lahore, Pakistan
$40 USD per hour
Snapshot: 1000+ Business Plans & Feasibility Studies I 1000+ Financial Models & Valuations I 15+ years experience I Preferred Freelancer I I'm Khurram Sattar, a seasoned professional with a wealth of experience specializing in crafting comprehensive business plans, detailed feasibility studies and robust financial models. With a track record of excellence, I've assisted numerous clients in transforming their concepts into actionable strategies that pave the way for success. In my role as a business plan writer, I possess the expertise to craft detailed and compelling business plans tailored precisely to your requirements. Whether you're a budding startup in need of funding, an established enterprise planning expansion, or an entrepreneur seeking fresh opportunities, I'm equipped to effectively articulate your vision and strategy. I have worked on very detailed feasibility studies based across four continents and assisted employers in decided the viability of their ideas. Furthermore, my proficiency as a financial modeller enables me to create precise and dynamic financial models essential for informed decision-making. From revenue projections to expense forecasts, I'll ensure your financial models are resilient and accurate, furnishing valuable insights to drive your business planning endeavors. With an unwavering commitment to excellence and a meticulous eye for detail, I endeavor to surpass your expectations and deliver results that propel your projects forward. Let's join forces and transform your business aspirations into tangible reality!

8.0
8.0
99%

Nairobi, Kenya
$5 USD per hour
Master’s degree holder with over 10 years of experience in academic research writing, data analysis, and statistical modeling. I specialize in producing well-structured, evidence-based academic work for undergraduate, postgraduate, and doctoral-level clients. My work is grounded in peer-reviewed literature, sound research methodologies, and strict adherence to academic integrity standards. I have successfully completed research projects involving: ✔️Quantitative, qualitative, and mixed-methods studies ✔️Hypothesis testing, regression analysis, ANOVA, time-series analysis, and panel data ✔️Survey design, instrument validation, and data interpretation ✔️Systematic literature reviews and meta-analytical support ✔️Research proposals, theses, and dissertations ✔️Journal articles (APA, Harvard, MLA, IEEE) ✔️Data analysis using SPSS, R, Python, SAS, Excel, and Power BI Academic Coursework & Learning Support: ✔️ Weekly assignments and continuous assessment tasks ✔️ Discussion posts and academic reflections ✔️ Quizzes, tests, and timed assessments ✔️ Lab-based coursework and platform-guided assignments ✔️ Pearson, uCertify, McGraw-Hill Connect, WileyPLUS, MindTap, ALEKS, Blackboard, Moodle tasks ✔️ Data-driven lab reports and technical coursework Software Analysis, Design & Implementation (Academic & Project-Based): ✔️ Software Requirements Specification (SRS) ✔️ Business Requirements Document (BRD) ✔️ Functional & Non-Functional Requirements Analysis ✔️ System Analysis & Design (Use Case, Class, Sequence, Activity Diagrams) ✔️ Database Design (ERD, EERD, normalization up to 3NF/BCNF) ✔️ SQL Development & Database Implementation ✔️ Oracle, MySQL, PostgreSQL, MSSQL, MongoDB ✔️ Documentation aligned with IEEE & academic standards What sets me apart: ✔️ Original, plagiarism-free academic writing ✔️ Manual paraphrasing — no AI humanizing tools ✔️ Clear academic tone and logical argumentation ✔️ Unlimited revisions until expectations are met

8.3
8.3
94%

indore, India
$15 USD per hour
With 10+ years of experience, we’ve delivered innovative and impactful Software and Mobile app solutions that help businesses grow, streamline operations, and stay ahead in today’s competitive market. We’ve empowered 50+ businesses and every type of industry with cutting-edge software and mobile app solutions, enhancing efficiency, scalability, and digital transformation. Empowering Businesses with Cutting-Edge Technology Our solutions help businesses automate, optimize, and scale various aspects of their operations: ✅ Business & Operations – Custom ERP Solutions, AI-powered Decision Support, Process Automation ✅ Sales & CRM – Omnichannel Sales, Advanced CRM, AI Chatbots, Customer Loyalty Programs ✅ Inventory & Supply Chain – Real-time Tracking, Automated Procurement, Smart Stock Replenishment ✅ Financial & Payments – Secure Payment Gateway, Multi-currency Support, Automated Invoicing ✅ AI & Analytics – Predictive Insights, Business Intelligence Dashboards, Real-time Reports ✅ Workforce Management – HR & Payroll Automation, Performance Analytics, Employee Tracking ✅ Marketing & E-commerce – Personalized Promotions, SEO & Ad Tracking, Social Media Automation ✅ Cloud & Security – Remote Accessibility, Cybersecurity Protection, Automated Data Backup Technologies We Specialize In ✔ Mobile Apps: React Native, Flutter, Swift (iOS), Kotlin & Java (Android) ✔ Web Development: Angular, React, Vue, Next.js, Node.js, Express ✔ Back-end Development: Python, Node.js, PHP, Laravel, CodeIgniter B2B Platforms & Custom Solutions ✔ ERP & CRM Software ✔ POS (Point of Sale) Systems ✔ Inventory & Supply Chain Platforms ✔ Fleet & Transport Management ✔ Vendor & Procurement Systems ✔ Cross-Border Invoice Platforms ✔ Business Intelligence & Data Analytics ✔ Corporate Learning & Field Service Software ✔ Collaboration & Payroll Management Tools Let’s Build the Future Together! Thank you for learning about Bluewebspark Technologies and our expertise in AI, software, and mobile app development. Every project is an opportunity to share our decade of experience, innovation, and expertise. Serving clients across the USA, Canada, UK, Australia, UAE, Europe, and beyond! Let’s turn your vision into reality—connect with us today! ?✨

9.0
9.0
99%

North York, Canada
$150 USD per hour
⭐ SAYEDANE MASOODI — FOUNDER & CEO : MASOODI CONSULTING I lead Masoodi Consulting, a boutique advisory practice focused on strategy, analytical insight, and transformation design for organizations operating in complex and dynamic environments. We bring structured problem-solving and rigorous analysis to clarify strategic direction, refine operating models, and support leadership in making high-impact decisions. ⭐ 250+ GLOBAL CLIENTS 250+ clients served across North America, the Middle East & North Africa (MENA), Europe, Asia-Pacific, and Australia — including Mohammed Bin Rashid Housing Establishment (Dubai), Nabors Industries (Houston), Sculptō (Riyadh), CVMA (Colorado), Solidal (Queensland), GCHSP (Malaysia), and many more. ⭐ CORE COMPETENCIES 🔹 Corporate Strategy and Long-Range Planning 🔹 Operating Model and Organizational Design 🔹 Digital Transformation and Enterprise Process Architecture 🔹 Market Sizing, Sector Intelligence, and Competitive Analysis 🔹 Economic, Financial, and Feasibility Assessment 🔹 Valuation, Forecasting, and Scenario Modeling 🔹 Procurement and Tender Strategy at Public and Private Sector Scale 🔹 Governance, Compliance, and ISO-Aligned Frameworks 🔹 Investor and Executive-Grade Communication Materials 🔹 PMO Support, Implementation Planning, and Performance Monitoring 🔹 Risk Assessment, Dependency Mapping, and Decision Architecture 🔹 High-Integrity Analytical Writing and Structured Problem-Solving ⭐ INDUSTRIES SERVED 🔹 Consumer & Enterprise Markets – Retail, FMCG, E-Commerce, Real Estate, Hospitality, B2B Services 🔹 Financial Institutions – Banking, Fintech, Insurance, Asset Management, Capital Markets 🔹 Technology & Digital Platforms – Software, SaaS, AI, Data Platforms, Digital Ventures 🔹 Energy & Infrastructure – Utilities, Logistics, Manufacturing, Transportation, Industrial Services 🔹 Public Sector – Government, Policy Bodies, Development Programs, Regulatory Agencies 🔹 Professional & Corporate Services – Consulting, Education, Healthcare

8.8
8.8
99%

London, United Kingdom
$60 USD per hour
Hi there, I am a Marketing Grad from University College London (Class of '15), and have embarked upon this business venture. I have incredible expertise in helping start-up companies & growing businesses get their vision and story told to potential on looking investors! In the modern business environment, effective communication is essential. Whether you are looking for investors, customers or partners, making an impact on your potential customers is a challenge. An impeccable profile, business plan, marketing collateral & pitch deck gets target audience (investors & customers) excited about your idea and engages them in a conversation about your business, and leading to an investment or purchase. I have tons of ideas about how to impressively present your plain data so that your audience will know and see the extracted and exact highlighted points of your business.

7.7
7.7
98%

Rawalpindi, Pakistan
$50 USD per hour
Accounting Professionals with more than 15 years of experience in bookkeeping, Finance and Accounts. I have in-depth professional experience and have the ability to provide quality services in the following areas with 100% accuracy. 1. Accounting/Bookkeeping (QB, XERO, Wave, MYOB) 2. Company setup in accounting software 3. Audit and Fin. Modeling 4. MS Excel Analysis 5. Business Analysis/Valuations 6. Bank Reconciliations 7. Cash flow analysis 8. Preparation of financial statements 9. Budgeting and Forecasting 10. Supply Chain Management 11. Research Work 12. Thesis writing 13. Noting & Drafting Besides this, I have a good command of MS Office apps and can be utilized for Data Entry, Data Scraping, and other related projects. Around 12 years of Experience in Noting & Drafting. I have already written a research paper on the Role of internal stakeholders in Corporate Governance. ******************One of my best reviews************* "I would most definitely recommend this freelancer to anyone. Great communication, Great work, and most importantly it was all done on time! I know I will most definitely rehire this freelancer for anything I need!" Mohammed M. @Mustafam21

8.9
8.9
98%

Indore, India
$15 USD per hour
I am Rahul, and over the past 10 years, I’ve worked across multiple technologies, delivering enterprise-level projects for clients across industries. While blockchain is my current USP, I also have strong experience in Web2 development, including custom solutions, backend management systems, service-based websites, mobile apps, and high-quality Figma/UI-UX design. My approach is highly organized. I start with a detailed discussion to understand your requirements, followed by sharing my suggestions based on my technical and domain expertise. Then, I provide a clear proposal document, discuss commercials, and move into smooth project execution. Let’s turn your idea into reality. Thank you. Rahul

6.9
6.9
97%

Gandaria, Bangladesh
$30 USD per hour
I am an AI video creator and motion design specialist who helps brands, businesses, and creators turn ideas into eye-catching visual content. I create professional logo animations, logo reveals, AI animation videos, and commercial or promotional ad videos that are designed to grab attention and leave a strong impression. My goal is to deliver videos that look modern, engaging, and high quality. Whether you need a cinematic logo reveal, a creative AI-generated animation, or a promotional ad video for your brand, I focus on making content that is visually strong, clear, and effective. I work with clients who want unique and professional results for social media, branding, advertising, product promotion, and business marketing. I pay close attention to style, timing, smooth animation, and overall presentation so that every project feels polished and impactful. What I can help you with: Logo animation Logo reveal videos AI animation videos Commercial ad videos Promotional videos Brand intro and outro videos Social media video ads Creative visual storytelling with AI If you are looking for someone who can combine creativity, AI tools, and professional video editing to produce standout content, I am here to help bring your vision to life.
A financial salesperson is a sales professional who promotes and sells financial products and services such as investment accounts, insurance policies, loans, mortgages, and wealth management solutions to individual or business clients. Hiring a freelance financial salesperson gives your business access to commission-driven, target-focused talent who can generate qualified leads, close deals, and grow your book of business without the overhead of a full-time hire.
A freelance financial salesperson connects financial products with the people and businesses who need them. They prospect new clients, qualify leads, present product features, handle objections, and close sales across a range of financial verticals including banking, insurance, investments, and lending.
Their work directly drives revenue. A skilled financial sales professional shortens the sales cycle, improves conversion rates from cold outreach to signed contracts, and builds long-term client relationships that produce recurring commissions or referral business. For startups in fintech, brokerages, insurance agencies, and advisory firms, the right salesperson can be the difference between a stalled pipeline and predictable growth.
Financial sales freelancers handle a wide range of revenue-generating tasks. Common deliverables include:
Experienced financial salespeople work confidently across the technology stack that modern financial services teams depend on. Look for proficiency with:
Financial salespeople serve a broad spread of sub-sectors. Typical engagements include:
Strong candidates show measurable sales results, knowledge of the products they sell, and a clean compliance record. When reviewing profiles and proposals, look for:
Useful interview questions to ask shortlisted candidates:
Freelancer.com gives you access to a global pool of financial sales professionals with experience across banking, insurance, investments, lending, and fintech. You can review verified profiles, portfolios, completed projects, and client ratings before you commit. Whether you need a single closer for a short campaign or a remote sales team for an extended pipeline build, you can compare bids from candidates worldwide and select the freelancer whose track record matches your product and market.
Clients set their own budgets and receive competitive bids, and Milestone Payments hold funds securely until agreed deliverables are met. That structure protects both sides and makes it straightforward to scale sales capacity up or down as your revenue goals shift.
Ready to grow your pipeline and close more deals?
Hiring a financial salesperson works best when you treat the project post like a sales job spec. Be specific about the product, the audience, the licenses required, and the commercial structure so you attract closers who genuinely match the role. The process below walks through the three stages from posting your brief to awarding the project.
The quality of your project post directly determines the quality of the bids you receive. A clear brief filters out generic salespeople and attracts candidates with experience in your specific product, market, and regulatory environment. Head to the
Bids are mini sales pitches in their own right, and they reveal a lot about how each candidate approaches a deal. Read each proposal carefully to see whether the freelancer understood your product, your audience, and your commercial structure, or whether they sent a copy-paste reply. A strong financial sales proposal references the specific market, suggests an outreach approach, and asks intelligent qualifying questions.
Final selection should combine proposal quality with what you see on each freelancer's profile. Look for consistent performance across multiple completed projects rather than a single standout result, since financial sales is a repeatable discipline. The signals on Freelancer.com profiles tell you whether a candidate delivers reliably over time.
Yes. Many freelance financial sales professionals work on commission, base-plus-commission, or hybrid retainer arrangements. Define the structure clearly in your project brief, including commission percentage, payout triggers, and clawback terms if applicable.
It depends on the product. Selling securities, insurance, or mortgages typically requires specific licenses in the jurisdiction where the client resides. Always confirm that your freelancer holds the required credentials for the products and regions you are targeting before assigning live deals.
A financial salesperson focuses on selling defined products and meeting sales targets, while a financial advisor provides ongoing planning, fiduciary advice, and portfolio management. The roles can overlap, but advisors usually carry broader regulatory obligations and longer client relationships.
Project length varies. Short campaigns such as cold outreach sprints or seasonal lead conversion can run a few weeks, while building and managing a full sales pipeline for a fintech launch or insurance agency may continue for several months or on an ongoing retainer.
Start with one experienced closer if your volume is modest or your product is complex. If you have a high-velocity pipeline or multi-region targets, posting a project for a small remote sales team on Freelancer.com lets you scale outreach and coverage faster.

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