1031 Exchange Inside Sales Representative

Reposted 2 Days Ago
Be an Early Applicant
Roseville, CA
In-Office
52K-87K Annually
Junior
Insurance
The Role
Provide inside sales support for 1031 exchange services: educate prospects and referral sources, structure and assemble exchanges, maintain accurate CRM records, coordinate with the Exchange Team, analyze and explain complex exchange issues, and deliver high-quality client experiences.
Summary Generated by Built In

At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth – by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.

You will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.

Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about. 

More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle

Job Description

Job Summary

We are 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! Asset Preservation, Inc. is a wholly owned subsidiary of Stewart Title Company. Since 1990, we have been a leading national qualified intermediary and have successfully completed over 200,000 tax-deferred exchanges. We encourage you to visit our website www.apiexchange.com.

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
  • Comfortable handling multiple client inquiries simultaneously while following set procedures
  • 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

Equal Employment Opportunity Employer

Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at [email protected].

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

Top Skills

CRM
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The Company
HQ: Houston, TX
5,803 Employees
Year Founded: 1893

What We Do


Stewart is on a journey to become the premier title services company. We offer personalized service, industry expertise and customized solutions for virtually any type of real estate transaction and are a leading global real estate services provider. At our core, we help make property ownership around the world possible. In doing that, we take every step to foster meaningful relationships through our ingenuity and efforts and are dedicated to going above and beyond to provide the best experience for employees and customers alike. To do so, we know we must sustainably serve our employees, shareholders, customers and our communities at large. That’s why we are committed to creating an inclusive workplace that fosters a deep sense of pride, passion, respect and belonging, while lessening our impact on the environment and providing transparency around the way we do business.

Stewart. Redefined and moving ahead. Learn more at stewart.com, subscribe to blog.stewart.com or follow us on Twitter @stewarttitleco.

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