Nationwide 1031 Exchange Career Opportunities
Friday, May 10, 2019
Are you a customer service focused professional seeking a career opportunity in the Financial, Fiduciary, and Trust Services 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 404 Camino del Rio South, Suite 600, San Diego, CA 92108, unless a Regional Office is stated.
(Immediate Opening) - Bilingual is a Plus
Responsibilities include, but are not limited to, providing superior customer service support to 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.
Plus would be a bilingual candidate - be fluent in English and Spanish. Experience in either 1031 Exchange, real estate, escrow, title insurance, tax, accounting or legal is a plus, but is not required. Advanced computer skills required. Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills with a positive can do attitude.
(Immediate Opening) - Bilingual is a Plus
Responsibilities include, but are not limited to, proficiency in 1031 Exchange rules and regulations, the ability to clearly and accurately answer client questions both verbally and in writing, handle inquiry calls for services, process transactional documents pertaining to 1031 Exchanges. Administration of all paperwork involved in the 1031 Exchange process, and any other requests that may be asked of the team member.
Qualifications include experience in either 1031 Exchange, real estate, escrow, title, tax, accounting or legal. Advanced computer skills required - must be proficient with Microsoft Word, Excel, and Outlook and have experience with robust CRM software. Experience with Trust Accounting Software is a Plus. Must possess the ability to prioritize and multitask in a fast paced environment, and be deadline and detail-oriented. Candidates must possess excellent client service, organizational, interpersonal, verbal and written communication skills with a positive can-do attitude. A Plus would be a bilingual candidate - fluent in English and Spanish.
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 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 Regional Manager positions are available throughout the United States and office location will depend on regional territory assigned.
We are actively looking for Business Development Officers located in the Ft. Lauderdale, Miami, or Tampa, Florida areas and the Los Angeles/Orange County, California areas.
Compensation and Benefits
The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and Exeter Trsut Company, offers a competitive compensation and benefits package commensurate with the team member's experience, expertise and customer service skills, including medical benefits, a 401(k) retirement plan with both traditional pre-tax and Roth after-tax contribution options, enhanced vacation and sick day benefits and flexible work time and annual company trips. Exeter 1031 Exchange Services, LLC is an equal opportunity employer (EOE).
Interested candidates should send their resumes, references and salary requirements via email to firstname.lastname@example.org or via fax to (619) 852-1572. Qualifying candidates that possess the requirements outlined above and the mandatory superior client service skills will be contacted for a phone interview.
San Diego, California | Los Angeles, California | San Francisco, California
Seattle, Washington | Phoenix, Arizona | Chicago, Illinois | Cheyenne, Wyoming | Ft. Lauderdale, Florida
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