1031 Exchange Sales Representative

First American; Palo Alto (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Employee stock purchase plan

Job summary

First American is seeking a results‑driven sales professional to promote 1031 exchange services to residential and commercial real estate communities in the assigned territory. You will conduct market research, analyze distribution channels, and develop new partnerships while traveling to call on regular and prospective clients and presenting First American Exchange services.

Strong interpersonal skills, time management, and a proactive, client‑focused approach are essential to succeed in this

Qualifications

• 3–5 years of directly related experience in title/real estate industry or sales.
• Valid driver’s license.
• Strong client service and communication skills.
• Ability to travel within assigned territory.

Responsibilities

• Sells 1031 exchange services to the residential and commercial real estate community
• Conducts market and technology research
• Analyzes and develops distribution channels
• Develops new initiatives and partnerships
• Travels throughout the assigned territory to call on regular and prospective customers
• Conducts presentations in front of law offices and industry trade associations, demonstrating First American Exchange services
• Prepares reports for business efforts to track progress on client development

Skills

Sales

Relationship building

Market research

Presentation skills

Time management

Interpersonal communication

Persuasion

MS Office

Education

Real Estate, Law, Accounting or Finance degree pref

Job description

Who We Are

We are a member of First American’s family of companies, National Commercial Services, providing single‑point service for simple to multi‑property/multi‑state national commercial real estate transactions. Since 1889, First American has prioritized its people and fostered an inclusive, people‑first culture that has earned us numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years.

What We Do

First American Exchange is a 1031 exchange intermediary and wholly owned subsidiary of First American Title Insurance Company. We provide comprehensive 1031 tax deferral services to business owners and real‑estate investors in connection with the sale and acquisition of investment property.

What You’ll Do

• Sells 1031 exchange services to the residential and commercial real estate community
• Conducts market and technology research
• Analyzes and develops distribution channels
• Develops new initiatives and partnerships
• Travels throughout the assigned territory to call on regular and prospective customers
• Conducts presentations in front of law offices and industry trade associations, demonstrating First American Exchange services
• Prepares reports for business efforts to track progress on client development

What You’ll Bring

• Persistence, tenacity and consistency in pursuing revenue opportunities
• Strong interpersonal communication skills
• Flexibility to adapt strategy to changing conditions
• Ability to persuade and influence others
• Excellent written and verbal communication skills
• Demonstrated ability to effectively manage priorities and time
• Ability to speak effectively before groups of clients or employees
• Strong client service skills and attention to detail
• Self‑motivated with the ability to handle multiple tasks
• Professional appearance and positive company image to the public
• Proficiency in MS Office applications
• Real Estate, Law, Accounting or Finance degree preferred
• 3–5 years of directly related experience in title/real estate industry or sales
• Valid driver’s license

Compensation

Monthly commissions in addition to the annual base salary pay range: $70,000 - $80,000. The hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors, including job‑related knowledge, skills, experience, business requirements and geographic location.

EEO Statement

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse, and negative relationship with the following material job duties for this position and may result in the withdrawal of the conditional offer of employment: handling confidential, proprietary or trade‑secret information; administering or facilitating financial transactions; and meeting customer‑imposed criminal history requirements.

Benefits

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401(k), PTO/paid sick leave and an employee stock purchase plan.