Inside Sales Representative, 1031 Exchange

Job not on LinkedIn

🕒 April 20

🏄 California – Remote

🏄 California – Remote

💵 $80k - $125k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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Stewart Title

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1893

🏠 Real Estate

🛡️ Insurance

Real Estate • Insurance

Stewart Title is a comprehensive title services company specializing in offering title insurance, closing and escrow services, and a range of personal and business insurance products. The company serves various stakeholders across the real estate sector, including capital markets, investors, commercial services, home buyers, homebuilders, developers, real estate agents, lenders, and relocation services. Stewart Title is committed to providing exceptional service and local expertise through its nationwide network of title and closing offices. The company also supports title agencies with tools and resources to help them grow and succeed.

📋 Description

• Promote Asset Preservation’s exchange services by providing prospective Asset Preservation clients and referral sources with 1031 exchange knowledge designed to ensure customer success while maximizing Asset Preservation revenue and market share • Structure and assemble client 1031 exchanges to be processed by an Exchange Team • Maintain accurate records of multiple client interactions in the CRM system simultaneously while following set procedures • Applies working knowledge of business and best practices gained through understanding of key business drivers and recognition of how own area integrates within organization • Works within broad guidelines and policies to accomplish objectives and goals • Analyzes moderately complex to complex 1031 exchange problems and analyzes possible solutions using technical experience, judgement and precedents • Explains complex and/or sensitive 1031 exchange information in a straightforward manner

🎯 Requirements

• Bachelor’s degree in relevant field preferred • Typically requires 2+ years of related 1031 experience • Strong interpersonal and communication skills, both verbal and written • Highly organized with strong attention to detail and accuracy • Positive, team-oriented mindset with a commitment to delivering outstanding client experiences

🏖️ Benefits

• a variety of health and wellness insurance options and programs • paid time off • 401(k) with company match • employee stock purchase program • employee discounts