Subject Matter Expert, Business Development (Finance)

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 will be well-versed in 1031 Exchanges and be a subject matter expert in the real estate-1031 world. Responsibilities include (contract) documents review; providing subject matter expertise to Client Services Team, Business Development team, clients and prospects when dealing with complex scenarios; ongoing technical training to new and existing staff; and expanding the network of repeat exchange customers as well as the referral base. This position is expected to leverage their extensive referral network including relationships with attorney referral sources, realtors, title companies, Qualified Intermediaries (QIs), banks, real estate brokers, accountants, Delaware Statutory Trust (DST) providers, repeat customers and other potential client advisors/referral sources to generate new business related to all of Accruits products.

• Drive 1031 Exchange transactions through professional networking with repeat exchange customers and the referral base of attorneys, real estate brokers, accountants, banks, other exchange companies, title companies and title agencies.
• Supporting the Business Development Team in structuring complex deals by adding value as a Subject Matter Expert.
• Writing, speaking and providing internal and external training on various exchange subjects, putting Accruits name out into the legal and 1031 communities as experts in the field
• o Traveling to conferences and give regular external presentations.
• o Writing blogs and/or white papers on topics as presented.
• Assisting the Exchange Operations Team with client attraction and retention by providing business knowledge and insights to potential and existing clients.
• Leveraging and maintaining the Companys CRM system
• Working closely with channel partners, clients and their advisors on applicable IRC 1031 regulations in order to minimize potential for inadvertent errors and to move towards successful exchanges and/or reverse exchanges.
• Reviewing various contracts or other forms of legal agreements that arise in the ordinary course of business consistent with the level of skill of the person filling this position.
• Providing internal training to increase organizations understanding of 1031 Exchanges.
• Additional tasks or responsibilities as needed by the company.

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• 10+ years of industry experience
• Law Degree
• Certified Exchange Specialist (CES) designation
• 3-5 years commercial real estate experience

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: $132,700 Salary Maximum: $210,000 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.