Job Description

Job Description

Job Description

This is a community-facing, relationship-driven, and results-oriented role .

As our Outreach & Engagement Coordinator, you will represent the firm in our community throughout Volusia County , build referral relationships, and create events that convert into meaningful client action .

This role is ideal for someone who enjoys connecting with people and takes pride in turning those connections into measurable outcomes.

This Role Is a Strong Fit If You…

• Enjoy building relationships and moving them toward action
• Are comfortable guiding conversations to a clear next step
• Like being measured on results and improving performance
• Are organized, proactive, and follow through consistently
• Take ownership and bring solutions, not just updates

The Reality of This Role

• This is a people-facing AND results-driven position
• Success is measured by: Event attendance, Relationships built, Consultations booked (LLPS)
• You are responsible for owning outcomes , not just activity
• It requires both: High energy with people AND Strong organization and follow-through behind the scenes

What Success Looks Like in this Role

• Events are well-attended and consistently generate consultations
• Referral partner network is growing and producing leads
• Community awareness of the firm is increasing
• Outreach efforts are organized, tracked, and improving

Schedule & Work Structure

• 20–25 hours per week
• Primarily weekday hours with flexibility
• 1 event day per week (~6 hrs on those days; often midweek, occasionally evenings/weekends)
• Regular community outreach and off-site meetings are required

Compensation

• $24/hour
• Performance-based bonuses tied to event outcomes and referral growth
• Ideal for someone motivated by both impact and results

TO APPLY

You must complete this application in its entirety - including completing all assessments as well as following all the instructions on the application email sent after applying. It will ask for a video submission. You must submit the video submission in order for your application to be considered complete.

Applications with no video submission will NOT be reviewed.

Question #2) Tell us about a time you built a relationship that led to a measurable outcome (sale, referral, booking, or partnership). What did you specifically do to move it forward?

About Coastal Legacy Law

At Coastal Legacy Law, we are more than an estate planning and elder law firm; we are educators, guides, and advocates for families navigating some of life’s most important and often overwhelming decisions.

We focus on helping families protect what matters most while avoiding the stress, cost, and uncertainty of probate and aging-related challenges. Our approach is rooted in education, compassion, and clarity, ensuring every client feels confident—not confused—about their plan.

Internally, we are a high-accountability, team-first environment. We support one another, communicate openly, and take ownership of outcomes. We don’t believe in “just doing the work,” we believe in doing it well, continuously improving, and showing up for both clients and our team.

We are also deeply committed to our community. Through workshops, partnerships, and outreach, we aim to become a trusted, recognizable resource for families across Volusia County. We have an office in New Smyrna Beach and DeLand, but serve all of the surrounding areas + all across Florida virtually.

If you are looking for a role where you can:

• Build meaningful relationships
• Make a real impact on people’s lives
• Be part of a collaborative, growth-minded team
• And be accountable for measurable results

…you’ll fit right in.

$24 hourly

What You’ll Own

Events (End-to-End)

• Plan, coordinate, and execute firm events
• Increase attendance and engagement
• Serve as host/MC at events
• Present at smaller community events
• Build relationships with attendees
• Guide attendees toward booking Legal Life Planning Sessions (LLPS)

Referral Partner Growth

• Build and maintain referral relationships
• Track referrals (inbound/outbound)
• Develop partnerships that generate clients
• Execute thoughtful partner touchpoints and gifting

Community Outreach

• Visit 5+ local businesses weekly
• Represent the firm at events and networking opportunities
• Build partnerships for workshops and collaborations
• Manage sponsorships and maximize visibility

Client Referral Support

• Strengthen client relationships to encourage referrals
• Track and recognize referring clients
• Support gifting and “surprise & delight” efforts

Reporting & Accountability

• Maintain accurate tracking of outreach and results
• Monitor event performance and referral activity
• Use data to improve outcomes over time

Required (Must-Haves)

• 2+ years of experience in community outreach, events, relationship management, business development, or similar people-facing roles
• Demonstrated ability to turn conversations or relationships into measurable outcomes (sales, bookings, referrals, partnerships)
• Strong verbal communication skills and confidence engaging with individuals and small groups
• Highly organized with the ability to manage multiple priorities and follow through consistently
• Comfortable working independently and taking ownership of results
• Willingness to attend community events and occasionally work evenings/weekends
• Reliable transportation to service all of Volusia County
• Ability to lift 30+ lbs and independently carry all marketing and event-related materials to and from the office > your car > to the venue

Preferred (Nice-to-Haves)

• Experience in professional services (legal, healthcare, financial, senior services)
• Event planning or coordination experience
• Experience with CRM systems, spreadsheets, or tracking/reporting tools
• Background in account management, client relations, or referral-based roles

Critical Success Traits (What We’re Really Looking For)

• Relationship Builder with Follow-Through: You don’t just connect—you move relationships forward
• Comfortable Guiding Decisions: You can confidently recommend next steps when someone needs help
• Outcome-Oriented: You care about results, not just activity
• Highly Organized: You track details, follow up, and don’t drop balls
• Proactive: You take initiative without waiting for direction
• Solution-Minded: You bring ideas and next steps—not just problems

What Will NOT Work in This Role

• Prefers relationship-building but avoids asking for next steps
• Dislikes tracking, reporting, or being measured on performance
• Waits for direction instead of taking initiative
• Struggles with follow-through or organization
• Is uncomfortable being accountable for outcomes

At Coastal Legacy Law , we’re a close-knit team dedicated to making a meaningful impact. If you’re looking to grow your career and work alongside supportive, down-to-earth colleagues. We are a team where no one is above anyone else, period. We genuinely care about our team members and foster a spirit of camaraderie. We are a firm where you work with us , not for us.

What Makes Us Different:

• A Truly Supportive Team : Every role matters here. We value everyone’s contributions and foster a collaborative, respectful environment. We genuinely care about our team members, supporting each other and ensuring a healthy, balanced work environment.
• Work That Matters : We help families protect their legacies and navigate life’s biggest transitions. It’s rewarding work, and you’ll see the difference you’re making every day.

If you’re looking for a place where your contributions are valued and your work makes a difference, Coastal Legacy Law is the place to build your career. We’d love to hear from you!

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