Outreach and Intake Coordinator- Estate Planning

JOB DUCK IS HIRING AN OUTREACH AND INTAKE COORDINATOR- ESTATE PLANNING

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

Role Overview

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.

Schedule:

Monday to Friday from 9:00 AM to 6:00 PM EST (USA)

Your Responsibilities Will Include but Are Not Limited To:

• Conducting outbound calls and nurturing prospects through the intake process
• Following up with all leads promptly, persistently, and systematically
• Supporting advertising initiatives designed to increase brand awareness and generate qualified leads
• Managing direct email and direct mail campaigns to prospects, referral sources, and community contacts
• Monitoring progress against outreach, conversion, database management, and communication KPIs
• Tracking lead activity, database growth, and outreach effectiveness
• Monitoring and executing all follow-up and nurture campaigns according to established timelines
• Identifying opportunities for community involvement, sponsorships, auctions, and outreach events
• Coordinating and managing speaking engagements, educational presentations, and webinars
• Establishing and maintaining relationships with referral partners, community organizations, and local contacts
• Building visibility and awareness of the firm's mission and services throughout the community
• Preparing weekly outreach activity reports
• Coordinating monthly membership newsletter distribution
• Conducting appointment reminder calls before scheduled meetings
• Ensuring prospects receive secure client portal access and pre-meeting materials
• Maintaining accurate and up-to-date prospect and lead records within the CRM
• Securing appointments and obtaining required payment information when applicable
• Scheduling 15-minute consultations and Life & Legacy Planning Sessions (LLPS)

What We’re Looking For:

• At least two to three 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
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

What’s In It for You?

• Monthly compensation starting from 1142 USD to 1220 USD
• Paid time off.
• 100% Remote, Full-Time, Long-Term Career Opportunity.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

Ready to dive in? Apply now and make sure to follow all the instructions!

DISCLAIMER: Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.