Direct message the job poster from Equity Trust Company
Andrea Obregon
Senior Recruiter at Equity Trust
JOB OVERVIEW
The Business Development Manager – 1031 is the key driver and contributor of revenue acquisition of Equity 1031 Services and is an expert in Real Estate (RE) 1031 Exchanges. Builds and grows a network of referral partners through Realtor, Attorney, Real Estate Broker, Title Agent, and Financial Advisor channels. Researches and identifies new business opportunities and assesses the profitability of potential partnerships. Maintains client relationships and develops strategies to achieve 1031 Services business goals.
RESPONSIBILITIES & DUTIES
Develops, presents, and executes a 1031 Exchange Go-to-Market (GTM) plan to broaden the company’s market reach and achieve revenue growth
Establishes and maintains strategic relationships with prospective referral partners to grow the 1031 Exchange pipeline and drive transaction volume
Collaborates closely with other business teams (e.g., Marketing department) to develop campaigns that create market demand
Delivers on agreed quarterly and annual revenue targets per the company business plan
Participates in industry trade shows in both the capacity as an attendee and at times an exhibitor to increase the awareness of Equity 1031 Exchange
Must be willing to speak in front of groups as a subject matter expert on 1031 exchanges.
Documents information regarding sales calls into a client relationship management system (CRM)
Assists in refining of sales and marketing plan dictated by industry evolution
Provides input regarding opportunities to optimize 1031 operations processes
Performs other duties as assigned
QUALIFICATIONS
Bachelor’s degree in business or related field
4+ years’ experience in business development or sales experience in the financial or real estate industry
Proven track record of exceeding pipeline and revenue targets
Intermediate level proficiency in Microsoft Office
Basic knowledge of CRM systems
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
Global Perspective
Communicates Effectively
Plans & Aligns
Builds Networks
Courage
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Financial Services
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