Nationwide 1031 Exchange and Trust/Fiduciary Career Opportunities
Sunday, May 19, 2013
Are you a client-focused professional seeking a career opportunity in the 1031 Exchange Qualified Intermediary industry? If so, we invite you to contact us to discuss a challenging and rewarding position with the most innovative and aggressive tax-deferred financial services company of its kind.
Applicants must have superior customer service skills.
The following positions are located in the company's national corporate headquarters office located at 402 West Broadway, Suite 400, San Diego, California, 92101, unless otherwise stated.
1031 Exchange Assistant (Immediate Opening in San Diego, California)
Responsibilities include, but are not limited to, providing superior customer service support to/for the 1031 Exchange Administration Group, which includes answering and directing calls through a multi-line, multi-company telephone system, heavy client contact, heavy client relationship management ("CRM") system input, handling and sorting daily mail, fax and email transmissions, responding to client inquiries via letter or email, mailing sales and marketing material as needed, proofreading correspondence, filing, ordering office supplies, answering basic 1031 Exchange questions when able, and any other requests that may be asked of the person.
Experience in either 1031 Exchange, real estate, escrow, title insurance, tax, accounting or legal a significant plus, but is not required. Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills.
Business Development/Sales Positions (Immediate Openings Nationwide)
Responsibilities include intensive client relationship management, aggressive strategic sales planning to identify, contact and build new client relationships, pricing authority to achieve assigned revenue targets, active promotional and educational speaking and some travel.
Requirements include sales or marketing experience in one of the following fields: 1031 tax-deferred exchange, tax, legal, escrow services, title insurance or real estate.
Must possess excellent organizational, interpersonal, verbal and written communication, and negotiation and presentation skills. Superior client relationship-building and consultative sales skills are an absolute must.
Sales, Business Development and Branch Manager positions are available throughout the United States and office location will depend on regional territory assigned.
Compensation and Benefits
Exeter 1031 Exchange Services, LLC offers a competitive compensation and benefits package commensurate with the professional’s experience and customer service skills, including medical benefits, a 401(k) retirement plan with both traditional pre-tax and Roth after-tax options, enhanced vacation and sick day benefits and flexible work time. Exeter 1031 Exchange Services, LLC is an equal opportunity employer (EOE).
Interested candidates should send their resumes, references and salary history and requirements via email to firstname.lastname@example.org. Qualifying candidates that possess the requirements outlined above and the mandatory superior client service skills will be contacted for a phone interview.
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