1031 Exchange Inside Sales Representative

Stewart Title

1d

About The Position

At Stewart, success begins with great people. Stewart was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. The company is committed to helping employees develop their careers and invests in their journey. Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services. Asset Preservation, a wholly owned subsidiary of Stewart Title company, is seeking an Inside Sales Representative to join its dynamic sales team. This role involves helping clients navigate the 1031 exchange process with confidence and ease. The ideal candidate is a detail-oriented communicator who thrives in a fast-paced, team-driven environment. Since 1990, Asset Preservation has been a leading national qualified intermediary, successfully completing over 200,000 tax-deferred exchanges. The company aims to become the premier title and real estate services company, fostering an inclusive work environment and empowering employees to use their unique experiences and skills. Stewart is dedicated to sustainably serving employees, shareholders, customers, and communities, creating an inclusive workplace, lessening environmental impact, and providing business transparency.

Requirements

• 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
• Typically requires 2+ years of related 1031 experience

Nice To Haves

• Bachelor’s degree in relevant field

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed