V104- Outreach and Intake Coordinator - Estate Planning I

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Job Description:

Job Duck is hiring an Outreach and Intake Coordinator (OIC) on behalf of one of our clients. This role is ideal for an outgoing, relationship-focused professional who enjoys connecting with people, building community awareness, and creating opportunities through meaningful conversations. The Outreach/Intake Coordinator serves as a key driver of business growth by generating leads, nurturing prospects, coordinating outreach initiatives, and converting prospective clients into scheduled Life & Legacy Planning Sessions. The successful candidate is highly organized, persistent, and confident in following up consistently while delivering an exceptional experience to every prospect. If you thrive in a people-oriented environment and enjoy balancing community engagement, sales activities, and client relationship management, this is an excellent opportunity to make a measurable impact.

Compensation Range: 1142 USD- 1220 USD

Schedule: Monday- Friday 9 AM to 5 PM EST (US)

Responsibilities include, but are not limited to:

Support advertising initiatives designed to increase brand awareness and generate qualified leads

Manage direct email and direct mail campaigns to prospects, referral sources, and community contacts

Monitor progress against outreach, conversion, database management, and communication KPIs

Track lead activity, database growth, and outreach effectiveness

Monitor and execute all follow-up and nurture campaigns according to established timelines

Identify opportunities for community involvement, sponsorships, auctions, and outreach events

Coordinate and manage speaking engagements, educational presentations, and webinars

Establish and maintain relationships with referral partners, community organizations, and local contacts

Build visibility and awareness of the firm's mission and services throughout the community

Prepare weekly outreach activity reports

Coordinate monthly membership newsletter distribution

Conduct appointment reminder calls before scheduled meetings

Ensure prospects receive secure client portal access and pre-meeting materials

Maintain accurate and up-to-date prospect and lead records within the CRM

Secure appointments and obtain required payment information when applicable

Schedule 15-minute consultations and Life & Legacy Planning Sessions (LLPS)

Conduct outbound calls and nurture prospects through the intake process

Follow up with all leads promptly, persistently, and systematically

Requirements:

2- 3 years of experience in sales, business development, community outreach, intake coordination, client relations, or lead generation.

Experience with appointment setting, lead nurturing, and customer relationship management preferred

Experience in sales is a MUST.

Previous exposure to estate planning, family wealth planning, legal services, or professional services environments is preferred

Strong verbal and written communication skills in English required

Comfortable networking, attending community events, expos, webinars, and public-facing engagements

Ability to work occasional evenings and weekends as needed for outreach events and webinars

Demonstrated ability to manage multiple priorities, deadlines, and follow-up activities simultaneously

Strong organizational, prioritization, and reporting skills

Ability to build relationships and confidently engage with prospects, referral partners, and community contacts

Proficiency with: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Canva, Claude, Go High Level, Adobe, CRM and database management systems

Community Outreach and Engagement

Business Development

Sales and Persuasion

Lead Generation

Lead Nurturing

Appointment Setting

Relationship Building

Customer Service Excellence

CRM and Database Management

Marketing Coordination

Email Marketing

Event Planning and Coordination

Public Speaking Support

Communication Skills

Networking and Community Relations

Reporting and Analytics

Time Management

Organization and Prioritization

Follow Through and Accountability

Detail-oriented

Self-motivated

Results-driven

Professional Judgment

Adaptability

Technology Proficiency

Persistence and Resilience

Problem-solving

Collaboration and Teamwork

Work Shift:

8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages:

English

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.