Technical Director, Advanced Consulting Group

Nationwide•Columbus, OH

43d•Hybrid

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 hybrid position based in Columbus, OH. Candidates located near a Nationwide campus will collaborate in office 3 days per week and enjoy the flexibility of remote work the remaining days. Current Nationwide Remote Associates will also be considered.

Requirements

Deep knowledge of the tax rules impacting nonqualified annuities and IRAs is required.
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.
15-25% travel is required to engage with partners, attend industry functions, and represent Nationwide at various forums.
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.

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