Referso Jobs

Outreach and Intake Coordinator - Estate Planning I

Job Duck · Posted Nov 6, 2026

Remote
Remote
$1K–$1K
2–3 years

Apply with RefersoAI Apply on careers page

Outreach and Intake Coordinator (OIC) on behalf of a client, responsible for generating leads, nurturing prospects, coordinating outreach initiatives, and converting prospective clients into scheduled Life & Legacy Planning Sessions.

Compensation

Compensation Range: 1142 USD- 1220 USD

Responsibilities

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

Requirements

Nice to have: experience with appointment setting
Nice to have: lead nurturing
Nice to have: customer relationship management
Nice to have: previous exposure to estate planning
Nice to have: family wealth planning

Skills

sales business development community outreach intake coordination

Sales Operations Specialist (CRM & Lead Conversion – Go High Level CRM)

Sales Operations Specialist (CRM & Lead Conversion – Go High Level CRM)

Responsibilities

Requirements

Skills

Benefits

Digital Marketing Director

Locations (6)

Outreach and Intake Coordinator - Estate Planning I

Compensation

Responsibilities

Requirements

Skills

Compensation

Responsibilities

Requirements

Skills

Benefits

Go High Level jobs

Responsibilities

Requirements

Skills

Benefits

Locations (6)

Compensation

Responsibilities

Requirements

Skills

Compensation

Responsibilities

Requirements

Skills

Benefits