Outreach and Intake Coordinator – Estate Planning

🔥 3 minutes ago

🌐 Brazil, Chile, +7 more countries – Remote

🇧🇷 Brazil – Remote 🇨🇱 Chile – Remote 🇲🇽 Mexico – Remote 🇭🇳 Honduras – Remote 🇸🇻 El Salvador – Remote 🇿🇦 South Africa – Remote 🇨🇴 Colombia – Remote 🇦🇷 Argentina – Remote 🇵🇪 Peru – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Outreach Coordinator

🚫👨‍🎓 No degree required

👻 Ghost score 20%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Support advertising initiatives to increase brand awareness and generate qualified leads • Manage direct email and direct mail campaigns • Monitor outreach, conversion, database management, and communication KPIs • Track lead activity, database growth, and outreach effectiveness • Execute follow-up and nurture campaigns • Identify community involvement, sponsorship, auction, and outreach event opportunities • Coordinate 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 • Prepare weekly outreach activity reports • Coordinate monthly membership newsletter distribution • Conduct appointment reminder calls • Ensure prospects receive secure client portal access and pre-meeting materials • Maintain accurate prospect and lead records in the CRM • Secure appointments and obtain payment information when applicable • Schedule consultations and Life & Legacy Planning Sessions • Conduct outbound calls and nurture prospects through intake • Follow up with 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 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

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification workplace

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