Technical Director, Advanced Consulting Group (ACG) – Life Team

About the role

This position is hybrid in Columbus, Ohio for Central Ohio residents (3 days in office). Candidates located near any Nationwide office will follow the same hybrid schedule. Current Nationwide Remote Associates are also eligible, and relocation is not required for qualified candidates outside Central Ohio.

Responsibilities

• Directs case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate planning, qualified retirement plans and annuity strategies to be funded with financial products.
• Provides comprehensive consultation to wholesalers, financial professionals and their clients and third-party professionals.
• Travels and speaks at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds and qualified retirement plans.
• Builds, advises and reviews sales collateral on the use of financial products used in business planning, estate planning, qualified retirement plans and annuity strategies.
• Presents at firm, broker-dealer and industry functions and represents Nationwide's position in industry forums.
• Authors and publishes tax and sales related articles, white papers and sales ideas on sophisticated financial product applications for use in business planning, estate planning, qualified retirement plans and annuity strategies.
• Drives sales by educating professional decision makers on recent tax and legal changes.
• Crafts, implements and facilitates training on sophisticated concepts funded with financial products for Wholesalers and advisors.
• Maintains awareness of current and anticipated legal, tax and regulatory changes to Product Development, Marketing, Underwriting and Business Development.
• Collaborates with internal business partners to build and implement business plans and critical initiatives.
• Provides a source of credibility through expertise and reputation in the industry to internal/external wholesalers and financial professionals as they establish their own credibility with clients.

Qualifications

• Series 6 required within 120 days of hire.
• J.D. preferred due to the technical nature of the role involving legal and tax planning.

Skills

• Strong public speaking skills.
• Persuasive writing skills.
• The ability to work both independently and in a team environment.
• Proven knowledge of business law, tax, accounting, sales or financial planning.

Benefits

• Medical/dental/vision insurance.
• Life insurance.
• Short and long-term disability coverage.
• Paid time off.
• Company-paid pension plan.
• Business casual attire.