Technical Director, Advanced Consulting Group (Life)

Nationwide•Columbus, OH

5d•$138,000 - $206,000•Remote

About The Position

The Technical Director, Advanced Consulting Group (ACG) – Life Team provides advanced technical and consultative support to financial professionals and distribution partners navigating life insurance, wealth transfer, estate planning, business planning, and related financial strategies. The role applies expertise in tax rules, planning strategies, and life insurance to help advisors serve complex clients and support growth of Nationwide’s life insurance business. The position drives sales of life insurance and other financial products through multiple distribution channels by providing comprehensive case design, consultation, education, and sales strategies in tax, legal, and technical areas. It also develops educational and sales content, collaborates with Marketing and internal business partners, interprets legal and regulatory developments, and represents Nationwide at training sessions and industry events. This is described as a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a Nationwide campus will collaborate in the office three days per week. The position may be filled within any of the lower 48 U.S. states, and requires approximately 15–25% travel in the role-specific description; the general job conditions section describes significant travel as 20%–70%.

Requirements

Deep understanding of tax rules and planning applications involving life insurance, including ILITs, split-interest trusts, buy-sell arrangements, executive benefits, split-dollar, and premium finance.
Proven experience partnering with financial professionals, such as independent advisors, RIAs, BGAs, and producer groups.
Ability to present complex planning concepts clearly and compellingly.
Comfort leading group presentations, conducting one-to-one consultations, and developing written content aligned with company standards.
FINRA Series 6 or Series 7 license required; the role-specific qualifications state 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.
Knowledge of business law, tax, accounting, sales, or financial planning.
Strong public speaking and persuasive writing skills.
Ability to work independently and in a team environment.
Travel required; the role-specific description estimates approximately 15–25%, while the general job conditions section states significant travel of 20%–70%.
Non-standard or extended work may be required based on project needs.

Nice To Haves

Extensive experience with estate planning, business owner planning, and high-net-worth life insurance strategies.
Juris Doctor (JD) preferred.
Juris Doctor and/or Certified Public Accountant preferred.
Studies in business, communication, or marketing preferred.
CLU or ChFC designation preferred.

Responsibilities

Lead strategic growth of Nationwide’s life insurance offerings, including advanced wealth transfer, ILIT funding, asset protection, business succession, executive benefits, and nonqualified planning strategies.
Direct case design by providing comprehensive tax and technical support for business planning, estate planning, qualified retirement plans, and annuity strategies funded with financial products.
Provide advanced planning support in estate planning, business planning, charitable strategies, retirement income planning using life insurance, and high-net-worth case design.
Consult with wholesalers, financial professionals, clients, and third-party professionals.
Travel to meet distribution partners, support key accounts, lead training, and represent Nationwide Life at industry events.
Speak at firm, broker-dealer, wholesaler, and industry events about sophisticated financial concepts and Nationwide’s support for advisors serving complex clients.
Build, advise on, and review sales collateral concerning financial product applications in business planning, estate planning, qualified retirement plans, and annuity strategies.
Develop educational materials such as white papers, presentations, case studies, one-pagers, articles, and sales ideas, consistent with Nationwide’s voice and compliance standards.
Partner with Marketing to develop strategic sales and marketing campaigns for Nationwide Financial sales channels.
Educate professional decision makers about recent tax and legal changes to drive sales.
Create, implement, and facilitate training on sophisticated financial product concepts for wholesalers and advisors.
Monitor, research, interpret, apply, and communicate current and anticipated legal, tax, and regulatory changes to Product Development, Marketing, Underwriting, and Business Development.
Collaborate with internal business partners to build and implement business plans and critical initiatives.
Provide credibility and expertise to internal and external wholesalers and financial professionals as they build credibility with their clients.
Perform other responsibilities as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Short- and long-term disability coverage
Paid time off, with newly hired associates receiving a minimum of 18 days per full calendar year, prorated quarterly based on hire date
Nine paid holidays
Eight hours of Lifetime paid time off
Eight hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire