V104- Outreach and Intake Coordinator- Estate Planning
About The Position
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.
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
- 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
Nice To Haves
- 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
Responsibilities
- Conduct outbound calls and nurture prospects through the intake process
- Follow up with all leads promptly, persistently, and systematically
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
