Deferred

Benefits:

• Equity participation

• 401(k) plan including matching up to 3.5%

• Health, dental, and vision coverage with a flexible benefits stipend

• Generous paid time off and holidays

• Opportunities for growth and professional development

Education Requirements:

• Bachelor’s degree in Business, Real Estate, Finance, Accounting or a related field (or equivalent work experience)

Experience Requirements:

• 3+ years of experience with 1031 exchanges

• Strong knowledge of IRS Section 1031 regulations, including forward, reverse, and improvement exchanges

Other Requirements:

• Preference given to candidates with FEA/CES certification

Responsibilities:

• Coordinate all phases of 1031 exchange transactions, including forward, reverse, and improvement exchanges

• Serve as the primary point of contact for clients, providing guidance on the 1031 exchange process and ensuring their needs are met

• Review and prepare exchange documents, ensuring compliance with IRS regulations and company policies

• Manage client accounts, including timelines, fund transfers, and communications with escrow agents, title companies, and attorneys

• Resolve complex issues and respond to client inquiries with expertise and a customer-centric approachUtilize and contribute to the development of the company's tech-enabled tools to improve transaction efficiencyStay up-to-date on 1031 exchange regulations and industry trends to provide accurate advice and solutionsCollaborate with internal teams (e.g., tech, legal, compliance) to streamline operations and enhance client experience

Benefits:

• Equity participation

• 401(k) plan including matching up to 3.5%

• Health, dental, and vision coverage with a flexible benefits stipend

• Generous paid time off and holidays

• Opportunities for growth and professional development

Education Requirements:

• Bachelor’s degree in Business, Marketing, Finance, or a related field

Experience Requirements:

• Prior sales, SDR, or cold-calling experience

• Experience in real estate, finance, or startups

Responsibilities:

• Cold Calling & Outreach – Engage real estate brokers, attorneys, CPAs, and investors to introduce Deferred’s 1031 exchange services.

• Prospecting & Lead Qualification – Identify potential partners and investors who can benefit from our No Fee Exchange solution.

• Sales Pipeline Management – Track and nurture leads using CRM tools, ensuring steady follow-ups and engagement.

• Email & SMS Campaigns – Help refine messaging to increase engagement and conversions.

• Market Research – Gather insights on competitors and customer pain points to refine our sales strategy.