Inside Sales Representative – 1031 Exchange

Role Overview

• 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

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

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