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Job Description:
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.
• Compensation Range: 1142 USD- 1220 USD
• Schedule: Monday- Friday 9 AM to 5 PM EST (US)
Responsibilities include, but are not limited to:
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)
Conduct outbound calls and nurture prospects through the intake process
Follow up with all 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 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…