Outreach and Intake Coordinator – Estate Planning

This is a fully remote position, open to applicants in Brazil, +8 more countries.

📋 Description

• Assist in advertising campaigns aimed at enhancing brand visibility and attracting qualified leads.

• Oversee direct email and direct mail marketing efforts.

• Assess outreach, conversion rates, database management, and communication key performance indicators (KPIs).

• Monitor lead engagement, database expansion, and the efficiency of outreach initiatives.

• Implement follow-up and nurturing campaigns.

• Recognize opportunities for community engagement, sponsorships, auctions, and outreach events.

• Organize speaking events, educational sessions, and webinars.

• Develop and sustain relationships with referral partners, community organizations, and local stakeholders.

• Enhance the visibility and understanding of the firm's mission and offerings.

• Compile weekly reports on outreach activities.

• Manage the distribution of the monthly membership newsletter.

• Perform appointment reminder calls.

• Ensure prospects are granted secure access to the client portal and receive necessary pre-meeting materials.

• Keep precise records of prospects and leads within the CRM system.

• Confirm appointments and collect payment information when necessary.

• Arrange consultations and Life & Legacy Planning Sessions.

• Make outbound calls and support prospects through the intake process.

• Follow up with leads in a timely, persistent, and systematic manner.

⛳️ Requirements

• 2-3 years of experience in sales, business development, community outreach, intake coordination, client relations, or lead generation.

• Preferably experienced in appointment setting, lead nurturing, and customer relationship management.

• Sales experience is a MUST.

• Previous experience in estate planning, family wealth planning, legal services, or professional services environments is preferred.

• Excellent verbal and written communication skills in English are required.

• Comfortable with networking and participating in community events, expos, webinars, and public-facing engagements.

• Willingness to work occasional evenings and weekends as required for outreach events and webinars.

• Proven ability to handle multiple priorities, deadlines, and follow-up tasks simultaneously.

• Strong organizational, prioritization, and reporting capabilities.

• Ability to cultivate relationships and confidently interact with prospects, referral partners, and community contacts.

• Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Canva, Claude, Go High Level, Adobe, and CRM and database management systems.

🏝️ Benefits

• Opportunity for remote work.

• Certified as a Great Place to Work.