• Conduct outbound calls and nurture prospects through the intake process.
• Follow up with all leads promptly, persistently, and systematically.
• 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).
