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 every year since 2022!
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 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
Work Shift:
Languages:
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
Originally posted on Himalayas