Nationwide

6 days ago

Technical Director, Advanced Consulting Group (Life)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Drive consultative sales for life insurance and retirement solutions by providing advanced tax and legal planning support to financial professionals and distribution partners. Lead sophisticated case design across estate planning, wealth transfer, ILIT funding, annuity strategies, and qualified retirement plans. Represent Nationwide Life at industry events, educate advisors on tax and legal changes, and create compliant educational content, presentations, and sales collateral while collaborating with marketing and internal teams.

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Director level

Key Responsibilities

•Direct case design by providing comprehensive tax and technical support for business planning, estate planning, qualified retirement plans, and annuity strategies.
•Provide consultative support to wholesalers, financial professionals, their clients, and third-party professionals.
•Travel and speak at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds, and qualified retirement plans.
•Build, advise, and review sales collateral and develop sales training and training materials for wholesalers and advisors.
•Author and publish tax and sales articles, white papers, and educational resources aligned with Nationwide’s voice and compliance standards.

Travel: Extensive travel

Pay and Benefits

Salary: USD 122,000 - 214,000 annually

Perks:Health InsuranceDentalVisionLife InsurancePaid Leave401kPensionLong-term Disability

Key Requirements

•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) — required.
•Experience with estate planning, business owner planning, and high-net-worth life insurance strategies.
•Series 6 license required (must be obtained within 120 days of hire).
•Juris Doctor (JD) preferred due to the technical nature of the role involving legal and tax planning.
•8–10 years of related experience in a combination of law, accounting, or financial planning/sales.

Experience:Life insuranceEstate planningFinancial planningWealth transferRetirement plans

Education:Professional (JD, MD, etc.)

Skills:Public speakingPersuasive writingRelationship buildingPresenting complex conceptsLeading group presentations

Licenses:Series 6Series 7

Certifications:FINRA Series 6

Company Brief

Nationwide

Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Columbus, United States

Founded: 1926

Glassdoor: 3.6

Website LinkedIn

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Nationwide

6 days ago

Technical Director, Advanced Consulting Group (Life)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Director level

Key Responsibilities

•Direct case design by providing comprehensive tax and technical support for business planning, estate planning, qualified retirement plans, and annuity strategies.
•Provide consultative support to wholesalers, financial professionals, their clients, and third-party professionals.
•Travel and speak at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds, and qualified retirement plans.
•Build, advise, and review sales collateral and develop sales training and training materials for wholesalers and advisors.
•Author and publish tax and sales articles, white papers, and educational resources aligned with Nationwide’s voice and compliance standards.

Travel: Extensive travel

Pay and Benefits

Salary: USD 122,000 - 214,000 annually

Perks:Health InsuranceDentalVisionLife InsurancePaid Leave401kPensionLong-term Disability

Key Requirements

•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) — required.
•Experience with estate planning, business owner planning, and high-net-worth life insurance strategies.
•Series 6 license required (must be obtained within 120 days of hire).
•Juris Doctor (JD) preferred due to the technical nature of the role involving legal and tax planning.
•8–10 years of related experience in a combination of law, accounting, or financial planning/sales.

Experience:Life insuranceEstate planningFinancial planningWealth transferRetirement plans

Education:Professional (JD, MD, etc.)

Skills:Public speakingPersuasive writingRelationship buildingPresenting complex conceptsLeading group presentations

Licenses:Series 6Series 7

Certifications:FINRA Series 6

Company Brief

Nationwide

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Columbus, United States

Founded: 1926

Glassdoor: 3.6

Website LinkedIn