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.