Hire the Best Insurance Consultants in California

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Sally Z.

Santa Clarita, California

$80/hr
4.7
536 jobs

10 Years Experienced Zoho Certified Developer & Zoho PREMIUM Partner | Zoho One Flow Designer |Website Development | Zoho CRM | Zoho Creator| API | Deluge |ERP| Consultant| AI/Call Center Integration|Lead Management 🏆 Won Zoho Creator's ERP Tech Star Award 🏆 Los Angeles Zoho User Leader in U.S. 🏆 Zoho Certified Developer 🏆 Zoho Certified Partner ⭐ Designing Custom Business Applications to automate business workflows, configuring customer portals, vendor portals across various industry verticals. ⭐ Configuring Zoho One, and all Zoho Products to make it work as an operating system for your business. ⭐ Developing custom API integration with various third-party applications like Wordpress, SMS, Telephony, Live Currency Exchange API, Google API, Twilio, PayPal, Stripe, Dropbox, Xero Accounting, Unleashed Inventory, Shopify, QuickBook, Aftership, FedEx, DocuSign, etc. ⭐ Creating white label Android and iOS apps on Zoho Creator. ⭐ Advance Deluge scripting to fulfill complex business needs and implement custom workflows with an excellent understanding of the business processes. ⭐ Creating HTML Reports & user-friendly UI Dashboards using Front end Technologies like HTML, CSS, and Bootstrap. ⭐ Creating Management/BI Reports on Zoho Analytics for having business Insights. ⭐ Developing Zobot and Chatbots for websites.

  • Zoho Books
  • Business Analysis
  • Zoho Creator
  • Business Process Automation
  • Remote IT Management
  • Zoho Sprints
  • Zoho Desk
  • Technology Management Solutions SIMS
  • Zoho Projects
  • Zoho Analytics
  • Project Management
  • Business Process Management
  • Zoho CRM
  • Automation
  • Customer Relationship Management
Sergei T.

San Diego, California

$240/hr
4.9
2,102 jobs

I draft, review, and negotiate contracts for businesses worldwide with 24-hour turnaround available. As a California-licensed attorney with 14+ years of experience, I help clients with: 📄 Contract Drafting & Review Service agreements, consulting contracts, vendor agreements, SaaS terms, licensing deals, NDAs, operating agreements, partnership agreements, independent contractor agreements ✉️ Demand Letters Breach of contract, unpaid invoices, cease & desist, IP infringement, settlement demands, professionally drafted letters that get responses and recover money without litigation ⚖️ Legal Documents Terms of Service, Privacy Policies (GDPR/CCPA), website legal pages, corporate formation documents 💰 My demand letters have helped clients recover hundreds of thousands in unpaid fees. ✅ My contracts are clear, enforceable, and tailored to how your business actually operates. What clients say: ⭐⭐⭐⭐⭐ "Sergei was absolutely fantastic throughout the process... definitely the best person I've worked with on Upwork so far." ⭐⭐⭐⭐⭐ "Very diligent, organized and savvy legal mind. Punctual, thorough and quick to review and edit. A gem." I respond quickly, deliver fast, and build long-term relationships. Message me about your project.

  • Corporate Law
  • Intellectual Property Law
  • Legal Consulting
  • State Bar of California
  • Contract Law
  • Privacy Law
  • Contract Drafting
  • Terms & Conditions
  • Mergers & Acquisitions
  • Legal Writing
  • Demand Letter
  • Employment Dispute
Josh C.

San Diego, California

$60/hr
5.0
103 jobs

I’m an independent HubSpot Optimization Specialist and Consultant with a focus on B2B Marketing and Sales funnel implementation and consultation. I help businesses set up, optimize, or fix existing problems in their HubSpot Marketing and Sales hubs for a streamlined end-to-end, Lead-to-Customer conversion funnel. I have 8 years experience working exclusively with HubSpot. I’m certified in: HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot Service Hub, HubSpot Email Marketing, HubSpot Social Media Marketing, and HubSpot Reporting. Solutions: 1. How to set up HubSpot – As powerful and convenient as HubSpot is, it can also be daunting and a bit overwhelming at first. I help businesses get past those initial hurdles in order to set the stage for success. 2. How to use automation – HubSpot’s automated features take the load off your team while nurturing Leads through their entire lifecycle. I help teams eliminate manual tasks for a streamlined process. 3. How to optimize HubSpot – Getting setup is one thing, streamlining all processes from Lead-to-Customer conversion is another. I help teams plan and execute every step in order to establish a powerful funnel. 4. Marketing strategy – Once you’re up and running, then what? It’s time to develop a winning digital marketing strategy to keep new Leads engaged and converting to Sales Qualified Leads. Ask me about my recent projects!

  • HubSpot
  • Email Marketing
  • Google Analytics
  • Canva
  • Digital Marketing
  • Landing Page
  • Asana
  • Google Tag Manager
  • Microsoft Office
  • Adobe Photoshop
Jeff E.

La Jolla, California

$165/hr
5.0
287 jobs

With 34 years of B2B sales expertise, I specialize in combining AI-driven automation with human expertise to create a sales process that is both highly efficient and deeply personal. AI can research prospects, automate outreach, and improve efficiency, but it is the human connection, strategic thinking, and emotional intelligence that ultimately close deals and build lasting relationships. My approach leverages AI for scale and efficiency, while ensuring that personal interaction, thoughtful follow-ups, and strategic conversations remain at the core of the sales process. By integrating AI-driven insights with real human engagement, businesses can achieve higher conversion rates, stronger client relationships, and long-term sales success. B2B Sales Leadership & AI Integration For the past 17 years, I have helped businesses grow by implementing proven sales strategies, refining outreach processes, and developing high-performing sales teams. In recent years, I have embraced AI-driven automation, allowing businesses to scale outreach and engagement while maintaining the human element that fosters trust and closes deals. Before launching my consulting practice, I spent 17 years at ADP, where I rose to Vice President of Sales and Alliances for the Tax Division, leading a team of 250 indirect reports. With deep expertise in sales leadership, AI-powered execution, and strategic engagement, I design and implement measurable, scalable sales solutions tailored to each business’s unique needs. How I Help Businesses Grow ✅ AI-Driven Sales Execution – Automating prospect research, outreach, and engagement while ensuring human connection at key touchpoints. ✅ Sales Strategy & Leadership – Defining value propositions, competitive differentiators, and outreach strategies to improve market penetration. ✅ Proven Sales Processes – Implementing structured steps of the sale to increase conversion rates, shorten sales cycles, and drive revenue growth. ✅ Sales Training & Development – Coaching teams to refine presentations, improve closing techniques, and build long-term client relationships. I bridge the gap between AI and human sales expertise, ensuring businesses maximize efficiency without sacrificing the relationships that drive long-term success. By strategically combining automation with personal engagement, I help companies create scalable, repeatable, and effective sales processes that deliver real results.

  • Lead Generation
  • Sales
  • Telemarketing
  • Customer Relationship Management
  • Email Marketing
  • Sales Strategy
  • Digital Marketing
  • Marketing Strategy
Russ S.

Los Angeles County, California

$150/hr
4.9
64 jobs

If you want to scale faster, work smarter, and solve complex challenges, I can help. For nearly 20 years, I’ve advised small businesses, nonprofits, Fortune 500s, and Silicon Valley startups on marketing, innovation, and organizational transformation — generating over $1 BILLION in client revenue in the last four years alone. What I Do Best - Marketing & Growth Strategy – Design high-ROI go-to-market plans and multi-channel campaigns - AI Integration & Digital Transformation – Lead AI adoption and tech-enabled change to increase productivity, creativity, and decision-making - Innovation & Creative Problem Solving – Facilitate workshops that unlock fresh ideas and breakthrough solutions - Executive Consulting – Guide business owners and leadership teams in streamlining strategies, aligning priorities, and navigating conflict - SEO & Conversion Copywriting – Craft copy that converts, from websites to ad campaigns - Organizational Development – Improve collaboration, remove silos, and boost performance Recent Wins - Led a company-wide digital transformation that resulted in widespread AI adoption and measurable productivity gains - Facilitated creative problem-solving workshops that generated new product ideas and operational improvements worth millions in potential revenue - Increased revenue 43% YoY for a $310M business unit with a new GTM strategy - Delivered campaigns generating $140M+ annual revenue for national media brands - Helped leadership teams resolve entrenched conflicts and align on growth priorities Why Clients Hire Me - Strategic + Tactical – I create the plan and help execute it - Innovator’s Mindset – Creative solutions grounded in data and business reality - Executive-Level Perspective – Trusted advisor to CEOs, founders, and senior leaders Let’s Talk If you’re ready to innovate, streamline, and grow, send me a message with: Your biggest business or marketing challenge Your top goals for the next 6–12 months Then, let's chat!

  • Marketing Strategy
  • Digital Marketing
  • Copywriting
  • Article
  • Nonprofit Organization
  • Business Coaching
  • Market Research
  • Change Management
  • Management Consulting
  • Executive Coaching
  • Writing
  • Business Consulting
  • Business Plan
  • Business Strategy
  • Coaching
Craig C.

San Diego, California

$50/hr
5.0
17 jobs

IT Consultant: Infrastructure Design, Security, and Systems Automation I've provided secure, scalable, and maintainable systems for enterprises, research institutions, and media companies. My focus is on reducing technical debt and hardening infrastructure against modern threats through tailored, professional-grade solutions. I am currently offering competitive introductory rates for new clients to establish long-term partnerships on the platform. Professionally Licensed and Insured. Core Capabilities Systems and Security Windows, Linux, and Unix administration, hardening, firewalls, and VPN integration. Expertise in mail servers (Postfix, Exim, Sendmail), DNS (BIND), and deployment via Ansible. Full CI/CD pipeline management (GitLab, Jenkins) and incident response planning. Web and Applications High-performance configuration for Apache and NGINX, reverse proxies, WordPress, and Drupal. Specializing in seamless patching and performance optimization. Data and Cloud Database administration, ETL pipelines, and analytics workflows. AWS cloud architecture and complex migrations. Specialized Experience * Digital Forensics and Incident Response (DFIR). * High-performance computing (HPC) and scientific research systems. * OEM hardware diagnostics and remote troubleshooting. * Big-data email infrastructure and advertising pipelines. Certifications Active: AWS CCP, Linux+, SecurityX Technical Background: RHCE, MCP, CySA+, AWS Solutions Architect, Fortinet NSE -- UMA Summary follows -- A skilled CyberSecurity Admin specializing in IT security audits, incident response, and network infrastructure optimization. Successfully conducted security assessments for email and website vulnerabilities [1] and implemented DDoS protections for gaming servers [2], showcasing capabilities in threat mitigation and security hardening. Proficient in systems administration, network security, and vulnerability assessments, applying these skills to create secure, scalable solutions for complex environments. Expertise in automation tools, firewall configuration, and database management rounds out their capabilities. Show less Generated by Uma, Upwork’s Mindful AI, from completed jobs Skills used Information Security Audit Network Administration Network Equipment Network Security Vulnerability Assessment

  • Linux System Administration
  • Information Security
  • Network Security
  • Mail Server Implementation
  • DNS
  • Web Server
  • Database Server
  • Cloud Computing
  • Automation Framework
  • Virtualization
  • Incident Response Readiness Assessment
  • WordPress
  • Big Data
  • Hardware Testing
  • Customer Support
  • PostgreSQL
  • Security Infrastructure
  • Amazon EC2
  • MySQL
  • Red Hat Administration

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