Outreach and Intake Coordinator – Estate Planning

Job Duck

. Support advertising initiatives to increase brand awareness and generate qualified leads .

Posted 11/6/2026full-timeRemote • Brazil, Chile, Mexico, Honduras, El Salvador, South Africa, Colombia, Argentina, PeruJuniorMid-Level💰 $1,142 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in lead generation, client relations, and community outreach, with a strong focus on managing direct campaigns and nurturing prospects. Proficient in utilizing CRM systems and maintaining accurate records while effectively communicating and building relationships with various stakeholders.

Highest-signal resume keywords

Lead GenerationClient RelationsCommunity OutreachCRM ManagementSales Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead NurturingAppointment SettingDatabase ManagementReporting SkillsOutreach Effectiveness

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationOrganizational SkillsRelationship BuildingNetworking

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointCanvaGo High LevelAdobe

Industry Keywords

Estate PlanningFamily Wealth PlanningLegal ServicesProfessional ServicesCommunity Involvement

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Remote job opportunity
Great Place to Work Certification workplace