1031 Exchange Inside Sales Representative at Stewart

**Who this is for** This role is for a detail-oriented sales professional with expertise in the real estate or financial sector, specifically those familiar wit

Work type: remote

Location: USA CA - Remote

Salary: $80,000 – $125,000/yr

Type: Full-time

Summary

**Who this is for** This role is for a detail-oriented sales professional with expertise in the real estate or financial sector, specifically those familiar with the complexities of 1031 tax-deferred exchanges. It is an ideal position for someone who excels at managing client relationships and thrives in a collaborative, fast-paced team environment. **Key highlights** As an Inside Sales Representative at Asset Preservation (a Stewart company), you will play a pivotal role in guiding clients through the 1031 exchange process. You will manage client interactions, structure exchanges, and serve as a knowledgeable resource for both prospective clients and referral partners, contributing to a company with a proven 30-year legacy in the industry. **You might be a good fit if you...** - Have 2+ years of professional experience specifically with 1031 exchange processes. - Possess the ability to explain complex tax and financial information in a clear, straightforward manner. - Are highly organized with a proven track record of maintaining accurate records within a CRM system. - Demonstrate strong problem-solving skills and the ability to apply technical judgment to complex client scenarios.

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](https://www.stewart.com/en/about-stewart). 

More information can be found on [stewart.com](https://www.stewart.com/en). Get title industry information and insights at [stewart.com/insights](https://www.stewart.com/en/insights). Follow Stewart on [Facebook](https://www.facebook.com/StewartTitleCo) @StewartTitleCo, on [Instagram](https://www.instagram.com/stewarttitleco/) @StewartTitleCo and on [LinkedIn](https://www.linkedin.com/company/stewarttitle/) @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###

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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

• Bachelor’s degree in relevant field preferred

• Typically requires 2+ years of related 1031 experience


• Pay range is flexible

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](mailto:careers@stewart.com).

Pay Range & Benefits

$52,257.75 - $87,096.26 AnnuallyThe 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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