Inside Sales Representative – 1031 Exchange

Stewart Title

. 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 .

Posted 3/27/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $52,257 - $87,096 per yearWebsite

About the role

Key responsibilities & impact

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, judgment and precedents
Explains complex and/or sensitive 1031 exchange information in a straightforward manner

Requirements

What you’ll need

Bachelor’s degree in relevant field preferred
Typically requires 2+ years of related 1031 experience

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

1031 exchange knowledgeclient interaction managementproblem analysistechnical judgment

Soft Skills

customer success focuscommunicationanalytical thinking