Technical Director, Advanced Consulting Group (Life)

Nationwide
Columbus
Workplace: HybridFull timeUSD 122,000 - 214,000 annuallyFunction: Consulting & AdvisoryEducation: professionalSkills: ["Public speaking","Persuasive writing","Relationship building","Presenting complex concepts","Leading group presentations"]

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.

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FursaFursa
Nationwide
Nationwide
1 month ago

Technical Director, Advanced Consulting Group (Life)

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Last checked: 10 days 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
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