Technical Director, Advanced Consulting Group

Nationwide • Columbus, OH

1d • Remote

About The Position

As the Technical Director, Advanced Consulting Group (ACG) Annuity Team, you'll be at the forefront of helping Americans prepare for and live in retirement. Your expertise in the tax rules of nonqualified annuities and IRAs will help financial professionals and other Nationwide partners deliver real value for our business. This is a fully remote position!
If you are a natural relationship builder, who loves working with customers, financial professionals, and organizations to provide solutions, we want to know more about you! As a Technical Director, you'll drive sales of life insurance, annuity, mutual fund and retirement plans through all distribution channels by providing comprehensive consulting services. You will provide consultative sales strategies in tax, legal and technical areas to all distribution sales channels and internal partners in the areas of business planning, estate planning, qualified plans and annuity strategies. You'll present at firm, broker-dealer and industry functions and represent Nationwide's position in industry forums.

Requirements

• Expertise: Deep knowledge of the tax rules impacting nonqualified annuities and IRAs is required.
• Communications Acumen: Ability to deliver effective presentations in group settings, speak with partners 1-on-1, and write authentically are critical skills for the role.
• Series 6 is required within 120 days of hire.
• Eight to 10 years of related experience in a combination of law, accounting or financial planning/sales.
• 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.

Nice To Haves

• Extensive knowledge of annuity products and experience with the income and estate planning needs for the agricultural community are pluses.
• A JD is a preferred.
• CPA or CFP in lieu of JD may be considered.
• CLU or ChFC designations preferred.
• Studies in business, communication or marketing preferred.

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.
• Partners and collaborates with Marketing to provide a strategic approach to the development of sales and marketing campaigns for all Nationwide Financial sales channels.
• 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.
• Monitors, researches, interprets, applies and communicates 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.
• May perform other responsibilities as assigned.

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• company-paid pension plan
• business casual attire

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree