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1031 Exchange Inside Sales Representative

Role overview

Qualifications

  • Bachelor's degree in a relevant field (preferred)
  • Typically requires 2+ years of related 1031 exchange experience
  • Strong interpersonal and verbal/written communication skills
  • Highly organized with strong attention to detail and accuracy

Responsibilities

  • Promote Asset Preservation’s 1031 exchange services to prospective clients and referral sources, ensuring customer success while maximizing revenue and market share
  • Structure and assemble client 1031 exchanges to be processed by the Exchange Team
  • Maintain accurate records of multiple client interactions in the CRM system and follow established procedures
  • Analyze moderately complex to complex 1031 exchange problems and determine solutions using technical experience and judgment

Key facts

Other skills

  • Decision Making
  • Analytical Skills
  • Business Acumen
  • Problem Solving
  • Non-Verbal Communication
  • Multitasking
  • Teamwork
  • Customer Service
  • Detail Oriented
  • Social Skills
  • Team Motivation

About the company

Informative Research logo

Informative Research

Information Services & Data Providers

Informative Research, a Stewart company, is a premier technology provider delivering data-driven credit and verification solutions to the lending community. The solutions provider currently serves mortgage companies, banks, and lenders throughout the United States. The company is recognized for streamlining the loan process with its straightforward service model, progressive solutions, and cutting-edge technology. For more information, visit www.informativeresearch.com.

Company details

IndustryInformation Services & Data Providers
Company size51 - 200

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Job description

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

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

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 careers@stewart.com.

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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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