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Admin Position - Exchange Consultant Trainee

Basic Tasks:

Telemarketing:  Call designated group of people and discuss current program based on a script.  May include putting person into database or a follow up call.

Incoming Leads:  Depending on who is requesting materials, assemble and send out a realtor, attorney, investor, or roadmap kit.  This also requires putting the person into abacus and follow up calls.

Marketing Forms:  Respond to questions about exchanges and schedule appointments for consultation

Production of Materials:  Assemble a group of kits for a convention or other employees

Data entry:  Side projects that necessitate data entry such as DRE credit or Rewards members.  May also involve a mailing and drafting of a letter.

Other Future Marketing Opportunities/ Tasks

A)Develop marketing script/program to set up appointment for sales reps and DPG at investor groups/Seminars etc. Work with existing contacts and develop new ones..

B)Develop and Run Calling Program for the Rewards Program

C)Trainee for Exchange Consultant-start with Basic tasks on a file on exchanges that require little consultation

E)Develop Interview /Consultation Script with Legal/Planning Staff

F)Develop and Implement Program to train a consultant to extract leads from prospects/clients by RP sale for lead generation program for Affiliates.
An affiliate will get a posting of leads (on Company Intranet Rewards System)  per files where the client is interested in a lead/referral on any affiliate service: i.e :
1. Accountant/
2. Mortgage/-Standard or Reverse-‘”The Exchange Mortgage”
3. Banking Service-EFT for payments; Deposit/
4. Replacement Property of any kind/ Residential Real Estate Services
5. Landlord Services/Property Management
6. Title Services

G) Work with Marketing Consultant and CE0 to develop programs policies email drip system refinement/partnerships/support affiliates/sales reps/
assist to Sales Manager


1031 Exchange Consultant/Customer Service Representative  

We’re growing exponentially and we are looking for a few dynamic individuals! We need experienced outside sales reps currently working in the industry in the North East South East Texas, Chicago or South West. Candidates will have a book of business.

Additionally, we are looking for inside consultants/adm staff: Duties will include but not be limited to:

Counsel Clients and open exchanges
Customer service and processing
Data entry
Customer Service functions
Administrative Responsibilities include preparing ledger with receipts of days activities; preparing wires with online banking system; interacting with attorneys, escrow agents, clients, and real estate agents to facilitate 1031 exchanges and comply with 1031 exchange rules.

We want a person who will talk to clients about 1031 Exchanges and advise them of their options. This person loves helping people, is detail oriented and wants to be appreciated by clients and management for their efforts. We want someone who wants to have fun, is serious about their work and wants to work with an organization that is customer focused and easy and fun to deal with. We want you if you want the above.

Necessary skills:
Familiarity with computers and small business databases
Excellent grammar, a nice speaking voice and a general pleasant disposition. Attention to detail; good skills with numbers, we are a busy but casual office and we maintain a high level of customer service and

Salary commensurate with experience.
Bonus and Benefits available.

FEA Member

1031 Exchange Advantage ™, a tradename of 1031 EA, LLC, currently uses Citibank, N.A. and California Republic Bank, member FDIC, among others.

*Exclusive accommodator to many fine Brokerages nationwide such as Prudential Douglas Elliman, New York, New York

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Corporate Headquarters: 5355 Avenida Encinas, Suite 203 • Carlsbad, CA 92008 • Direct: 1.866.944.1031
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