What are the responsibilities and job description for the Commercial Real Estate & 1031 - Business Development Director (Territory-Based) position at Inspira Financial?
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
The Business Development Director role is responsible for driving company growth by expanding Accruit's presence within the title, commercial real estate (CRE), and 1031 exchange markets. Duties include developing and executing strategic business development plans, identifying and building relationships with title companies, CRE firms, brokers, attorneys, and financial professionals, and managing the full sales cycle from prospecting through closing and onboarding. This role is responsible for driving new client acquisition, strengthening strategic partnerships, and contributing to overall revenue growth. Business Development Directors have demonstrated a track record of meeting or exceeding sales targets.
Education & Experience:
$85,000-$100,000 per year
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
The Business Development Director role is responsible for driving company growth by expanding Accruit's presence within the title, commercial real estate (CRE), and 1031 exchange markets. Duties include developing and executing strategic business development plans, identifying and building relationships with title companies, CRE firms, brokers, attorneys, and financial professionals, and managing the full sales cycle from prospecting through closing and onboarding. This role is responsible for driving new client acquisition, strengthening strategic partnerships, and contributing to overall revenue growth. Business Development Directors have demonstrated a track record of meeting or exceeding sales targets.
- Develop and execute strategic business development plans to generate new client relationships and revenue opportunities
- Identify, target, and build relationships with title companies, commercial real estate firms, brokers, attorneys, and financial professionals
- Educate prospective clients on Accruit's 1031 exchange services and technology solutions
- Manage the full sales cycle from prospecting through closing and onboarding
- Leverage industry knowledge to position Accruit as a trusted advisor and preferred Qualified Intermediary
- Attend industry events, conferences, and networking functions to promote brand awareness and build pipeline
- Collaborate with internal teams to ensure seamless client experience and successful transaction execution
- Maintain accurate pipeline reporting and forecasting within CRM systems
Education & Experience:
- Bachelor's Degree or equivalent experience
- 3-5 years of business development or sales experience within the Title, Commercial Real Estate (CRE), or 1031 exchange industry
- Strong understanding of real estate transactions and/or 1031 exchange fundamentals
- Established network within title companies, real estate brokerage, or related industries preferred
- Proven track record of meeting or exceeding sales targets
- Excellent communication, presentation, and relationship-building skills
- Self-starter with the ability to work independently and manage a territory
- Experience with CRM tools and sales pipeline management
- CES® (Certified Exchange Specialist) designation or familiarity with 1031 exchange regulations (preferred)
- Experience selling SaaS or technology-enabled solutions within real estate or title industries (preferred)
- This position covers multiple locations: Southern California, Northern California, Pacific Northwest, Northeast, Mid-Atlantic, Chicago, Texas.
- This is a full-time position with 40 hours of work expected each week.
$85,000-$100,000 per year
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Salary : $85,000 - $100,000