Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 4 days ago

V104- Outreach and Intake Coordinator - Estate Planning I

Job Duck72 open roles

Where
Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowV104- Outreach and Intake Coordinator - Estate Planning IJob Duck · Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Job Duck's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.8% of postings close within 7 days. Measured by our own scanner across the market. Job Duck postings stay open a median of 23 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.8%7 days
  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted 4 days ago

Job Duck median: 23 days open

The posting

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:

8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages:

English

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Job Duck's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Job Duck's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Job Duck's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.