Stewart Information Services Corporation

1031 Exchange Inside Sales Representative

US-AnywhereRemote in California, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in relevant field preferred
  • 2+ years of related 1031 experience
  • Strong interpersonal and communication skills
  • Highly organized with attention to detail
  • Ability to analyze complex 1031 exchange problems

Responsibilities

  • Promote exchange services by educating clients on 1031 exchanges
  • Structure and assemble client 1031 exchanges for processing
  • Maintain accurate client interaction records in CRM system
  • Utilize business knowledge to integrate within the organization
  • Analyze complex 1031 exchange issues and devise solutions
  • Explain intricate 1031 exchange information clearly
  • Foster a positive team-oriented client experience

Benefits

  • Competitive health and wellness insurance options
  • Paid time off
  • 401(k) plan with company match
  • Employee stock purchase program
  • Employee discounts
Full Job Description
Asset Preservation, a wholly owned subsidiary of Stewart Title company, is looking for an Inside Sales Representative to join our dynamic sales team helping clients navigate the 1031 exchange process with confidence and ease. If you’re a detail-oriented communicator who thrives in a fast-paced, team-driven environment, we want to hear from you! Since 1990, we have been a leading national qualified intermediary and have successfully completed over 200,000 tax-deferred exchanges. If you’d like to help continue to grow that legacy, we encourage you to apply and visit our website www.apiexchange.com. Salary Range: $80,000-$125,000 Job Responsibilities • 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 polices 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 • 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 Education • Bachelor’s degree in relevant field preferred Experience • Typically requires 2+ years of related 1031 experience • Pay range is flexible Pay Range & Benefits $52,257.75 - $87,096.26 Annually The base salary range provided is consistent with similar roles at the Company. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate’s knowledge, skills, education, experience, location, market conditions, and other compensation components. Depending upon all of the preceding considerations, the base salary may be lower or higher than the stated range. Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts

About Stewart Information Services Corporation

Stewart Information Services Corporation is a global real estate services company that provides title insurance, escrow and settlement services, and other related services. The company was founded in 1893 and is headquartered in Houston, Texas. Stewart Information Services Corporation operates in the United States, Canada, and Europe. The company is committed to providing its customers with the highest level of service and has a reputation for excellence in the industry. Stewart Information Services Corporation is also committed to sustainability and has implemented a number of initiatives to reduce its environmental impact.
Learn more about Stewart Information Services Corporation
Size
7,300 employees
Market Cap
$1.1 billion
Industry
Net Income
$154.9 million
5 Year Trend
+10.5%
Revenue
$2.2 billion
NASDAQ

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