Erie insurance işler

...leave information (permission request, remaining permissions, view and save used permissions) Personnel start information Staff membership information Screen for sending malfunctions or warnings for devices and machines belonging to personnel's area of responsibility Personnel document sending screen For the accounting department; Recording staff expenses and selecting personnel Personnel salary, insurance, overtime, advance fee entry View, print, and save personnel data Human Resources; Personnel start dates, Personal information of staff, Personnel report, permission information, Authorization list to be found in the system; Manager, accounting, human resources, technical support, worker ...

Excel'de bazı çalışmalar yapın

" car insurance " konusu ile ilgili 300 kelimelik 10 adet makale alınacaktır. Daha sonra farklı konularda sürekli olarak makale alınacaktır. (Not Article Rewriting ) makalelerin USA odaklı hazırlanması gerekmektedir.

We are looking for a skilled Lead Generation and Appointment Setter to promote and sell IUL and insurance products. The successful candidate must have a proven track record in lead generation and appointment setting, as well as excellent communication and negotiation skills. Responsibilities include identifying potential leads, contacting customers, setting up appointments, and following up to ensure sales conversions. The ideal candidate should be familiar with IUL and insurance products, possess strong interpersonal skills, and be able to work independently. Training is provided.
 We are looking for someone that holds a valid state issued life insurance license or is willing to get a license in any state in America. To become a license agent you will have to be 18 y...

I'm looking for a skilled graphic designer to create an orange, minimalist logo for Spinifex Insurance Specialist. The logo will primarily be used on print materials, so it's crucial that it is easy to replicate and reads well both in color and black-and-white formats. I am looking for something similar to aboriginal artwork. The link below shows how aboriginal artwork draws spinifex. Spinifex is a round bush in Australia.

As an insurance agency covering both personal and commercial lines, I'm seeking a proficient data analyst to focus on auto insurance. The project requires both trend and policy analysis with a particular emphasis on premium analysis and coverage analysis. I'd also like to include a marketing component. Ideal candidates must have: - Proficiency in analyzing insurance data - Knowledge of both trend and policy analysis - Experience with premium and coverage analysis - Ability to decipher data for marketing strategies - Experience with Applied Epic is a plus Attention to detail is critical as the insights drawn from this project will be instrumental in the formation of future business strategies.

I am in need of a top-tier expert in using the xactimate software for a variety of tasks related to insurance claims and construction projects. Key responsibilities will include: - Accurately estimating costs - Generating comprehensive and detailed reports Ideal candidates will have: - Profound experience with the Xactimate software, rated at an advanced level. - Previous experience dealing with similar projects, especially in insurance claims and construction. - Proven success in estimating and creating reports with Xactimate software. Your expertise will significantly aid in managing project costs and producing thorough reports crucial to my business.

I require a competent freelancer with experience in creating management systems to develop an automated spreadsheet for my insurance business. It will encompass the management of multiple insurance policy types including, but not limited to life, health, motor, travel and term insurances. Key Requirements: - Accurate tracking of policy details: This will span essential areas such as policyholder's name, policy start & end dates, insurance company details, premium amounts, policy type and number, beneficiary information, registration number, contact numbers, email IDs, premium collected, next expiry and other insurance related parameters. - A fully functional dashboard: Capabilities include report generation, tracking of premium payments, calculation ...

I am seeking assistance from a professional with substantive knowledge in National Disability Insurance Scheme (NDIS) processes, specifically in the areas of Support Coordination and Plan Management, as well as Specialist Supports. Your role will require you to: - Understand and streamline the services we offer, which are aimed at assisting individuals with disabilities. - Enhance our company's approach towards supporting such individuals so that our mission -- delivering top-notch disability support -- is effectively fulfilled. Ideal candidates will have: - A strong background in disability support services, particularly within the NDIS structure. - Excellent understanding of the needs and challenges of individuals with disabilities. - Experience in working closely w...

I'm seeking a professional to develop a resume builder with pre-defined templates, capable of being tailored per user's need...add value to individual's career aspects - Convenient sections to feature unique skills, experience, and background - A multilingual interface, capable of connecting with global job seekers. The templated designs should cater predominantly to the insurance industry with a focus on life insurance professionals. Ideal skill set for this role would be: - Extensive experience in software development or a similar field - Proficient with designing intuitive, user-friendly platforms - Familiarity with the insurance industry, particularly life insurance, would be advantageous - Experience with multilingual platforms or tools. ...

I'm seeking a skilled developer to create an advanced home affordability calculator. It should be able to utilize a range of user inputs and cater to diverse variables. Key Components: • Calculation of Property Tax, Homeowners Insurance, and HOA Fees • Ability to estimate the largest possible home purchase based on financial data • Consideration of interest rates and their possible fluctuations • Reflection of down payments and portfolio line of credit options Input Requirements: • Annual Income • Monthly Debts • Desired Mortgage Term • Potential Family Gifts • 401k Loan Ideal Skills: • Proficient in financial computing • Experience in creating similar financial calculators • Good grasp of real estate finance va...

I'm looking for a professional to create a comprehensive health insurance proposal that targets businesses and that can be customizable. Key Information: - Coverage Options: The proposal should outline different coverage options that can be provided to the business. - Premium Details: I need a detailed breakdown of the premium cost for each coverage option. Ideal Skills and Experience: - Prior experience in crafting similar insurance proposals. - A thorough understanding of health insurance packages and the needs of businesses.

I am the owner of a Lakeside Roofing business in Erie Pennsylvania and I am looking for a professional who can help me generate more leads for my business. The ideal candidate must have experience in social media advertising, search engine optimization (SEO), and lead generation campaigns. Key requirements: - Social Media Advertising: I need someone who is well-versed in creating and running successful social media advertising campaigns. The candidate should have a proven track record of generating leads through platforms like Facebook, Instagram, and Twitter. - Search Engine Optimization (SEO): A good understanding of SEO is crucial in order to ensure that my business ranks well in search engine results. The candidate should be able to use the most effective SEO techniques to dr...

I'm starting an online insurance aggregator that caters to both B2B and B2C markets. I am seeking an experienced branding expert to create a compelling and memorable brand name and logo that aligns with my company's vision and values. - Objectives: - Develop a unique and catchy brand name suitable for the insurance industry. - Design a professional and visually appealing logo reflecting our innovative and trustworthy service. - Ideal Candidate: - Proven experience in brand development and logo design, preferably within the insurance or fintech sectors. - A strong portfolio showcasing previous work. - Ability to translate company values and services into a brand identity. - Excellent communication skills to ensure the brand name and logo align w...

I need comprehensive details extracted from the Parivahan vehicle RC database. Data output must be within range upto 1k range at once. Specific requirements include the: - Owner's name - Registration number - Vehicle model and make - Insurance expiration date - Owner contact number The need is urgent, so a quick turnaround is vital. An adept hand at data mining, especially relative to the Parivahan database, would be an asset. Familiarity with Indian vehicle registration systems or similar projects will also be advantageous. The project should prioritize accuracy of data above all, and a proven record in precise information extraction is essential.

I need a freelancer to organize and list my medical documents, specifically medical insurance records. - Sorting and Listing: I need the documents to be sorted by chronologically by date, and listed in a way that is easy to access and retrieve the information. - Purpose: The main aim of this job is to organize these documents and categorize them, ensuring that information is easily accessible and retrievable when needed. This job is particularly suited to freelancers with experience in medical record keeping and document management. An eye for detail and a methodical approach to organizing information are essential for this project.

...script is triggered to email the data to me as a CSV file. The attachments (typically JPEG’s or PDF’s) uploaded by the patients are not being included in the email. Objective: Adjust program to upload and transmit attachments with .csv Deliverables: - Updated program with ability to transmit attachments in csv - Documentation of all changes with code (unrestricted) - Format attachments as: o Insurance-patient’s last name-patient’s first name o ID- patient’s last name-patient’s first name Attachments: The HTML, relevant Javascript and PHP script I did not include the balance of the program that is not relevant to this project Additional Information: If you require any further details or access to specific files or systems, please don'...

I urgently need a skilled professional to address several issues with claims in Athena Health. The primary areas in need of attention are billing, coding, and insurance verification. Key Areas Requiring Attention: - **Claim Denials:** These need to be thoroughly investigated and resolved. - **Incorrect Coding:** The claims system is generating incorrect codes, which must be corrected to ensure accurate billing. The ideal candidate will possess a strong background in medical billing and coding, and be proficient in navigating and addressing issues in the Athena Health system. The ability to work under a tight deadline is essential for this project. Please get in touch with your experience in similar projects, and your availability to start on this immediately.

I'm looking to transform my company’s existing corporate presentation into an engaging, interactive, and visually compelling tool that drives sales and conversions. Ideally you should understand the life insurance business My updates require: - **Design Enhancement**: Skilled in graphic design, particularly PowerPoint. You should proficiently reshape and enrich the visual elements in the presentation for a cleaner, modern look. - **Content Clarity**: The content should be presented in a clear, concise manner. Experience in copywriting or content creation, particularly for sales, would be greatly beneficial. - **Interactivity**: I am keen on embedding interactive elements to make the presentation dynamic and immersive. Experience in incorporating multi-media w...

I'm searching for a seasoned software developer to incorporate various insurance products onto Shopify stores. These will range from bicycle insurance to home appliances insurance, electronics, shipping, canceling, and travel insurance. Key Requirements: - Each insurance product should be efficiently integrated as an add-on during the checkout process. - The chosen candidate should display substantial experience, especially in similar tasks. Ideal Expertise and Experience: - Shopify development and design - E-commerce software understanding - Strong knowledge of software integrations - Exemplary skills in coding and debugging - Prior experience in adding insurance products or similar is a plus. Your application should demonstrate a stro...

I'm looking for a digital marketing pro with a deep understanding of the National Disability Insurance Scheme (NDIS) in Australia. The main task is developing a marketing strategy specifically targeting NDIS participants. Key Tasks: - Understand the NDIS: You'll need to have a good handle on the NDIS's current landscape and the needs of its participants. - Strategy Development: Your primary goal should be generating leads or inquiries from NDIS participants. You'll need to develop a strategy that achieves this effectively. - Digital Marketing Expertise: Skills across various digital marketing channels are essential. I'm looking to utilize social media platforms, email marketing, and SEO to reach out to the target audience. Ideal Candidate: - Proven Experi...

I'm in need of a professional to assist me with writing contracts for subcontractors who will be carrying out renovation works on my project. The successful applicant should have experience in this field and should be able to write comprehensive but clear contract...Excellent legal writing skills - Knowledge of relevant building regulations and laws in the UAE. - Ability to deliver within a 1 month time frame. - Willingness to adapt to any necessary changes throughout the project. Additional Requirements: - The subcontractor must be a licensed builder. - Must hold all necessary trade licenses. - Muat provide ID's for all staff - Third party liability insurance is essential. Please provide examples of previous similar projects you've worked on, and any relevant...

I'm in need of a reliable freelancer to find a sample medical file from the USA that includes a police report from an accident. The file should be at least 200 pages and can contain doctor notes, insurance claim documents, police report, treatment plans, medication and treatment prescribed, and bills for services and costs. This can be a completely fake file, as I need it to test software I am using. Otherwise, it can be filed publicly or filed as part of a lawsuit. This should not be from a real person who has not given consent, unless it is already make public. It should not contain redactions.

...preprocessing techniques like tokenization, stemming, and lemmatization. Extra hours requirements: Willingness to work extended hours and weekends as needed Compensation 12000 - 80000 $ a year + 0.5 - 3% stock options Priority will be given to candidates willing to accept a compensation package primarily composed of stock options, accompanied by a modest salary Additional benefits Health insurance Employee referral program: For every referral who is successfully hired and remains with the company for at least six months, you will receive a bonus equivalent to 1-3 months of their salary (depends on position)....

...benefits, crafted specifically for a distinct age demographic - ages 30 - 60. The leaflet should be compelling, informative, and engaging - encouraging action from the reader - a phone call when their policy is due for renewal. I am an insurance broker. I specialise in private insurance for ultra wealthy individuals. As such, I'd like the leaflet to look very clean and crisp, very modern but that also relates to my old fashioned excellent customer service. I'd like it 2 sided, one side relating to home insurance and the second side relating to motor insurance. Ideally I'd like the option to have the logo embossed, and possibly have the leaflet printed with nice thick, matt card. Take a look at my website - for additional information Key det...

I'm in need of an engineer skilled in torsional structural calculations, particularly torsional strength calculations. The engineer needs t...build balconies, and these calculations need to be in line with the Eurocode standards. Here's what's required: - Completion of torsional structural calculations in line with Eurocode 9: Design of Aluminium structures, for our aluminium deck boards - Must understand torsional strength calculations - We'll provide dxf files to work with - Work delivered should be covered by Professional Indemnity Insurance The ideal freelancer would be familiar with structural engineering, specifically designing and testing structures to Eurocode standards. They should have experience with aluminium structures and be comfortable interpreti...

I'm seeking a marketing professional with experience in selling life insurance, particularly targeting senior citizens. While developing and executing a strategic marketing plan for selling life insurance to senior citizens, highlighting key features such as affordable premium rates, comprehensive coverage benefits, and favorable policy terms is critical. Ideal Skills and Experience: - Proven marketing experience in the insurance industry - Familiarity with senior citizens' needs and demands - Adept at highlighting premium rates, coverage benefits, and policy terms.

I'm in need of a professional data extractor who'll meticulou...professional data extractor who'll meticulously pull out the specified financial information of general insurance companies in India from their public financial reports. The extracted data should cover: - Profit and loss statements - Balance sheets - Cash flow statements - Specific Insurance-related data In terms of insurance-specific details, it's important to focus on: - Premium revenue - Claims expenses - Underwriting profit/loss The data should be compiled from multiple years and not just the current or previous year. Ideal candidates must be proficient in financial analysis, data extraction, and have an understanding of insurance company financials. An understanding of I...

We require a freelancer to perform reviews of client issued service contracts for our projects on an ongoing basis. Understanding of Australian law is essential. We're a professional services firm based in Sydney - we are issued with service contracts by our clients on a regular basis, when we agree to tender and/or are commissioned to provide services to them. Our contract revi...review terms and conditions of client issued service contracts to: - identify risks and provide advice/guidance for the purposes of negotiating terms with clients; - identify conflicts with our standard terms and conditions - assist in responding to client notes/exceptions, including providing an assessment of ongoing contract risk - ensure indemnity levels in contracts are consistent with our insuran...

...looking for a professional policy writer to revamp the existing universal healthcare policy. The ultimate goal is to maintain the current system but with the incorporation of some new provisions to enhance its overall effectiveness. Key Components: - Emphasize and enhance existing provisions: The policy should highlight and reinforce the current healthcare system's main provisions, including insurance coverage, access to primary care, and specialized care. These aspects are to be the foundation of the new policy. - Innovative Provisions: The policy should introduce and advocate for the implementation of new provisions. These will include individual health savings accounts, telemedicine services, and preventive care programs. The design and inclusion of these new elements s...

...engines. Ideal Skills: - Proven experience in writing for financial services or consulting firms. - Ability to balance professional and approachable tones effectively. - A portfolio of work that showcases your ability to create engaging and inspiring content. Nice-to-have Skills: - Understanding of the Australian superannuation system. - Understand how life insurance, total permanent disability insurance and income protection insurance works internally and externally to super. - Ability to understand financial processes and then simplify them into very basic, catchy website wording that appeals to the 28 to 45 year old demographic/s. Please include samples of your previous work in your proposal. I'm looking for someone who can bring creativity and a fres...

I need a tailored Google Sheet CRM for my insurance broker company. Currently, we're managing our contacts and leads on Google Sheets, but the system isn't optimized for our needs. Key Features: - Contact Management: The CRM should help us keep track of our clients' details such as their name, phone number, and email address. - Lead Tracking: We need to manage potential clients effectively; the CRM should help us track their status. - Policy Tracking: It's crucial for us to keep tabs on the policies we're maintaining for each client. Ideal Skills: - Extensive experience in developing CRM systems, preferably on Google Sheets. - Proficiency in setting up comprehensive contact databases. - Previous experience in developing systems to manage sales leads and t...

...request new appointments. Restrictions based on outstanding invoices and necessary pre-approvals (like treatment requests). Prescriptions Menu: Overview and request for prescriptions. Integration with a pharmacy database to suggest or add new pharmacies. Invoices Menu: List and details of patient invoices linked to their account. Personal Data Menu: Allows patients to update their contact and insurance details. Findings Menu: Upload and view medical findings. Treatment Request Menu: Patients can submit detailed treatment requests if none exist already. Chat Menu: Direct messaging with the doctor. 3. Staff Backend: Dashboard Menu: Overview of appointments, prescription requests, treatment requests, patient messages, and unpaid invoices. Appointments Menu: Manage and vie...

I am seeking a talented graphic designer to create a standout car magnet design, business cards, yard sign, for my roofing company. Key details for the design: - The primary element should be my company's logo, name and the word roofing next to it. - My phone number should stand out in the design as key contact information. - Please include that we are 'Restoration Experts, Insurance claim ' as part of our service offerings. - The magnet will be a die cut magnet so I do not want a square/rectangle/oval shape. - The yard sign will be a feather flag type like the one attached. An ideal candidate for this project will have experience designing for print materials and an understanding of how to make designs effective for a moving vehicle. In addition, experience in m...

Just to inspect the roof and see how much would it be to fix the issue if there is any. I got mail from insurance which they said there is one lifted shingle, so I need to see if there is big fix or small fix that need to be done.

...able to manage prescriptions efficiently, including refills, customer records, and privacy compliance. - Sales Reporting: Detailed, real-time sales analytics are essential for business insights and decision-making. Platform & Integration: - Platform: The system should be a web-based application, accessible from any compatible browser. - Integration: While integration with payment processors, insurance verification systems, and supplier databases is not required, the system should be able to work seamlessly with a printer for document management purposes. Ideal Skills: - Proficient in web-based POS system development. - Experience in pharmacy software is a plus. - Strong understanding of inventory management and sales reporting. - Ability to work with printer management syst...

...Nagios, or Cisco Prime. Excellent analytical, problem-solving, and decision-making skills with a proactive approach to identifying and resolving technical challenges. Effective communication skills with the ability to articulate complex technical concepts to non-technical stakeholders. Benefits: Competitive salary and performance-based incentives. Comprehensive benefits package including health insurance, retirement plans, and paid time off. Opportunities for professional development and training. Collaborative and inclusive work environment fostering innovation and career growth. Flexible work schedule and remote work options. Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills...

I'm in need of a minimalistic website for my work as a finance and insurance agent. The website should be designed to specifically help me crack leads in the local market. Key Requirements: - The website should feature a lead generation form. This will help me collect information from potential clients who visit the site. - A product catalog is also necessary. This will serve as a repository of the services I offer. - The website must be mobile responsive, as many users will be accessing it via their smartphones. Additional Details: - The design should be minimalistic. I believe this style will help keep the website clean and easy to navigate. - I intend to manage the content on the website through a database feed. This means the website should be designed with this in mind....

El plan de desarrollo de software se centra en el diseño UX/UI en Figma, el desarrollo de u...eficacia operativa. Grabación de Llamadas: Facilitar formación de agentes y cumplimiento normativo con NLP. Pruebas Unitarias: Realizar pruebas unitarias exhaustivas de la plataforma. Documentación: Entregar dos documentaciones (pública y privada). Web Principal de Presentación: Completar la web principal de presentación al 100%. Prueba de Clientes: Crear dos clientes de prueba (dental y visión, y insurance) y probar la IA durante una semana. Corrección de Errores: Corregir errores que surjan durante la prueba y realizar entrega final. Se establecerán Milestones a lo largo del proyecto. Al concluir el proyecto, se libera...

...too if i was youtube. google is even dumber now. bonus points if u create a instagram page for me advocating for the banning of all advertisements targetted towards any human interface or any human engagement in general and audience profiling of ANY KIND. its draws wrong conclusions and creates clutter. like why are we listening to some hot breath choir dudes wearing tuxedos and singing about insurance? 8 times a day.. either their unaware or dont care. if u can articulate this then and create a page like a hater page for ads THEN we u will have a reliable source of income for forever. anyway i can have u on retainer orrr lol. BTW IF U A PIANIST THEN TEACH ME. heard prices are competitive.. can i do like a student loan to learn piano HAHAHAHAHAH. ill pay u back when i get the ski...

I need a freelancer to compile 5000 genuine email addresses of venture capitalists in the Technology, Finance, Insurance, and Mortgage industries. - The emails should be verified as genuine using a reputable email verification service. - Additionally, I would like the contact details of these venture capitalists segmented by geographic location, investment size preference, and industry focus. Ideal Skills and Experience: - Proficient in data mining and lead generation, Understanding of the venture capital landscape, especially in the specified industries. - Familiarity with email verification services - Ability to segment data effectively Note : -Please provide examples of previous similar projects or relevant experience. -Confidentiality of gathered information is paramount,...

I'm seeking a digital marketing expert skilled in Social Media Advertising and Search Engine Optimization. You should have - Excellent knowledge and hands-on experience in Facebook, Instagram, Twitter, and LinkedIn campaign creation and management. - Solid understanding of SEO strategies fo...SEO strategies for improving website visibility in major search engines. - Demonstrated track record of targeting and gaining traction among Millennials, Baby boomers, and Gen X. Your main goals will include - Increasing website traffic through organic search and social media campaigns. - Generating quality leads that convert into customers. Previous experience in health, life, and medicare insurance marketing is a major plus. Please share instances where you've successfully handl...

As a rising insurance provider, I require sharp marketing and advertising freelancers to accentuate the uniqueness of our home insurance services to homeowners. To make a snapshot of what we're aiming for: - Homeowners are our main point of focus. Their needs, comfort, and satisfaction are the foundation of this project. - There's an emphasis on our policy's unique 'Natural Disaster Coverage,' of utmost importance to homeowners who prioritize safety in unanticipated circumstances. Skills & Experience Desired: The ideal freelancer should have a proven record in targeted marketing and content development. Experience in the insurance industry, as well as a solid grasp of the homeowner audience's needs and wants, will be a considerable ...

...copy for Medicare open enrollment. The target audience for this project will be 65+. It is essential that the copywriting style is conversion focused and engaging. Key Project Deliverables: - Direct response mail - Medicare compliant copy for flyers, welcome kits, member communications Ideal Skills and Experience: - Proven experience in direct response copywriting for healthcare (Medicare) or insurance services, ideally with a focus on seniors. - Strong understanding of Medicare services and benefits and compliance. - Ability to write in a direct response conversion copy, while still conveying complex information clearly. - Experience in creating copy that is engaging and lead generating - Excellent attention to detail, ensuring accuracy in all information provided. Pleas...

I'm looking for a skilled app developer to create a cross-platform payment app. The app will serve as a payment gateway via an escrow system with locking technology of 5% advance and a 10% advance mechanism and also a insurance method for the supplier and a locking method for the sender and a premium of 2% to lock in escrow method to release payment after the good is received, Via customer verification on photo or video and a manual verification, UPI linking with bank accounts and UPI Payment App. Great UI/UX Design. Key Features: - User Registration and Login: Users should be able to create accounts and securely log in. - Payment Processing: Facilitate secure and seamless payment transactions. - Transaction History: Users must be able to view their transaction history. - Escr...

...educational videos focused on the fintech industry, particularly credit cards, travel, insurance, and loans. These videos are intended for a general audience, and I need them to be engaging, informative, and easy to understand. Key aspects of the project include: - Development of video content: You should be well-versed in fintech concepts and capable of presenting them in an accessible manner. - Video production: This includes scriptwriting, filming, and editing. - Promotion: Once the videos are ready, I would like them to be effectively promoted on YouTube, Facebook, and Instagram. Ideal skills and experience for this job include: - Strong knowledge of the fintech industry, especially credit cards, travel, insurance, and loans. - Proven experience in creating education...

I'm in need of a savvy appointment setting team that can generate leads in both the insurance and solar industries. Key Points: - The main goal of this project is to generate less than 50 leads per week, so the ideal team should be able to work efficiently and effectively within this quota. Skills/Experience Needed: - Proven track record in generating leads within the insurance and solar sectors. - Previous experience in appointment setting, especially in a commission-based role. - Strong communication and persuasion skills to effectively present the benefits of our services. I'm open to various lead generation methods, so your expertise in choosing the right channels for the job will be highly valued. Please provide details of your past experience and how you p...

Hi SkyHawksFusion, I noticed your profile and would like to offer you my project. Best, Elie

As an individual looking to invest, I am in need of a professional with a deep understanding of investment management, particularly in the insurance sector. Your responsibilities: - To provide long-term investment management services - To guide me in making informed insurance investments Ideal skills and experiences: - Sound knowledge of financial markets, especially insurance - Expertise in long-term investment strategies - Good analytical skills and decision-making abilities - Proven track record in the field of investment management Your ability to provide effective investment strategies and yield good returns will be at the core of this role.

...with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous documents, including Client Fact Finds, Questionnaire, Bank Statements, Super/Pension/Investment Statements, Insurance Reports, etc, and can be provided in PDF, Word, Excel, and scanned documents. b. Once they have collected all the information, and have clarified the client's goals and objectives they will then construct a broad outline of their (The Financial Planners) recommendations. c. They will then recommend specific products to complement the strategies they have recommended. d. ...