Take the next step in your journey at Accruit, an Inspira Financial Solution. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
This position is or will become well versed in 1031 Like-Kind Exchanges and work toward becoming a subject matter expert in the real estate-1031 world. Working with the Companys Senior and Managing Directors, the Director will learn, engage, observe, and contribute to all aspects of guidance to clients on 1031 exchange transactions. Primary responsibilities will be advising Channel, Referral Partners and Managed Service Clients around complex transactional questions as well as structuring and executing Parking exchange transactions. This is a client facing role that will require strong communication and engagement skills. The ideal candidate enjoys regular and proactive interaction with internal and external customers and can troubleshoot multi-faceted issues in real time.
Working closely with clients and their advisors on applicable IRC 1031 regulations to minimize potential for inadvertent errors and to move towards successful exchanges and/or reverse exchanges.
Continuing to expand business with existing Channels and Referral Partners by providing timely and accurate guidance on 1031 exchange questions and transactions.
Executing Parking and Forward exchange transactions with the support of the Exchange Operations team.
Collaborating with our Marketing, Business Development, and Exchange Operations Teams to drive expansion with our existing and prospective channel partners.
Identify and execute new market opportunities measured by agreed upon KPIs (Key Performance Indicators).
Assisting the Business Leaders with ideas for Channel Partner process improvements.
Maintain accurate and timely records in the companys CRM to support data analytics and identify market opportunities.
Opportunity for writing, speaking, and providing training on various exchange subjects, putting Accruits name out into the legal and 1031 communities as experts in the field
Other duties as assigned
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's in Finance, Accounting, Real Estate, Law or Business Degree
7+ years of experience
Minimum 3-5 years real estate experience or 5 years of industry experience
Minimum 3-5 years Sales or Business Development
Certified Exchange Specialist (CES) designation
CPA, JD, MBA, or advanced degree
The Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $100,000 Salary Maximum: $135,000. The range listed is just one component of Inspira's total compensation package for employees. In addition, Inspira provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crains Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built Ins 2023 Best Places to Work and Gallaghers 2022 Best-In-Class Employer awards.
