1031 Exchange Sr. Account Executive (CA - Remote)

Join Us!
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, CO, 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.
Don't 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 aren't 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!
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 Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Account Executive r ole is responsible for driving company growth by finding new customers to offer Accruit's service directly or through channels . Duties include converting inbound leads, researching and identifying potential prospects, evolving the organization's product to expand into new areas, and contacting existing clients. This role is also responsible for hitting monthly sales goals, contributing to market research, and identifying areas of opportunity for new value-add services . In addition, this position will be responsible for developing the market through both the Accruit and Realogy 1031 Services channels . Senior Account Executives have demonstrated a track record of performance in meeting their goals .
CA region (must be located in CA)
Essential Duties & Responsibilities

• Leverage network to further develop Accruit and Realogy 1031 Services brands

• Engage current and past customers to expand awareness, educate, ask for referrals, identify new opportunities and develop customer intelligence

• Host seminars and webinars on various topics related to 1031 exchange (after absorbing necessary knowledge)

• Respond, engage and qualify inbound leads and inquiries

• Self-generates a portion of leads by contacting prospective clients by telephone, email or other means

• Achieve a monthly quota for development activities (calls, emails, talk time) and sales

• Design, develop, and deliver sale s proposals and presentations on product benefits

• Hold intelligent and engaging conversations over the phone and email

• Actively and consistently support all efforts to simplify and enhance the customer experience

• Effectively partner with other business services support groups, including sales support and marketing personnel

• Maintain all sales databases necessary to report sales activity and customer information

• Attend all sales meetings and training sessions as required by management

• Engage in daily standups by creating a collaborative environment that challenges team members

• Provide insights and feedback to company leadership

• Assist with new hire onboarding and training
• Other duties as assigned

Preferred Qualifications

• Bachelor's Degree or equivalent experience
• 5 + years Sales Experience
• • Company Values: Creative, Collaborative, Competitive , and Curious
  • Strategic
  • Creative, "idea person"
  • Always striving, never satisfied
  • Willing to learn and unlearn
  • Open to receiving and providing feedback
  • Flexible and adaptable
  • Highly self-motivated and directed.

Compensation & Benefits
$80,000-$100,000 per year plus incentive