V104- Outreach and Intake Coordinator - Estate Planning I

Job Duck

3d•$1,142 - $1,220•Remote

About The Position

Job Duck is hiring an Outreach and Intake Coordinator on behalf of a client. This people-oriented role supports business growth by generating leads, nurturing prospects, coordinating outreach initiatives, and converting prospective clients into scheduled Life & Legacy Planning Sessions. The coordinator builds community awareness and relationships while managing sales activities and the prospect experience. The position is remote, with a stated schedule of Monday through Friday, 9 AM to 5 PM EST; a separate work-shift listing gives 8:30 AM to 5:30 PM EST/EDT. Occasional evening and weekend work may be needed for outreach events and webinars.

Requirements

2–3 years of experience in sales, business development, community outreach, intake coordination, client relations, or lead generation.
Sales experience is required.
Strong verbal and written communication skills in English.
Comfort networking, attending community events, expos, webinars, and other public-facing engagements.
Ability to work occasional evenings and weekends as needed for outreach events and webinars.
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 systems, and database management systems.
Skills in community outreach and engagement, business development, sales and persuasion, lead generation and nurturing, appointment setting, relationship building, customer service, marketing coordination, email marketing, event planning and coordination, public-speaking support, communication, networking and community relations, reporting and analytics, time management, organization and prioritization, follow-through and accountability, professional judgment, adaptability, technology use, persistence and resilience, problem-solving, and collaboration.

Nice To Haves

Experience with appointment setting, lead nurturing, and customer relationship management.
Previous exposure to estate planning, family wealth planning, legal services, or professional services environments.

Responsibilities

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.
Execute 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 community visibility and awareness of the firm's mission and services.
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 current prospect and lead records in the CRM.
Secure appointments and obtain required payment information when applicable.
Schedule 15-minute consultations and Life & Legacy Planning Sessions.
Conduct outbound calls and nurture prospects through the intake process.
Follow up with leads promptly, persistently, and systematically.