Outreach Coordinator

• 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

Explore Outreach and Intake Coordinator – Estate Planning at Job Duck. Review requirements and application details.