Technical Director, Advanced Consulting Group (Life)

About the role

At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. As the Technical Director, Advanced Consulting Group (ACG) – Life Team, you'll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning.

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.
• Trips 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.
• Promotes and educates 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.

Requirements

• Expertise Deep understanding of tax rules and planning applications involving life insurance (including ILITs, split-interest trusts, buy‑sell arrangements, executive benefits, split-dollar, premium finance, and more) — required.
• Extensive experience with estate planning, business owner planning, and high-net-worth life insurance strategies — a strong plus.
• Proven experience partnering with financial professionals such as independent advisors, RIAs, BGAs, and producer groups.

Qualifications

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

Skills

• Strong public speaking skills, persuasive writing skills and 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
• Life insurance
• Short and long term disability coverage
• Paid time off
• Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Pay

The national salary range for Technical Director, Advanced Consulting Group : $122,000.00-$214,000.00

Schedule

This is a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a Nationwide campus will collaborate in office 3 days per week.