Outreach and Intake Coordinator – Estate Planning

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

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

• 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).

🎯 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. • 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.

🏖️ Benefits

• Competitive salary. • Paid Time Off. • Bonuses. • 100% remote/home-based position. • Full-time, long-term career opportunities. • Parental Leave. • Professional development and training. • Dedicated team support. • Alignment with our clients' core values.