Technical Director, Advanced Consulting Group (ACG) - Life Team, you9ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients - while supporting growth across Nationwide9s life insurance business.
This is a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a Nationwide campus will collaborate in office 3 days per week.What We9re Looking ForExpertise- 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, and more) - required.
- Extensive experience with estate planning, business owner planning, and high-net-worth life insurance strategies - a strong plus.
- Proven experience partnering with financial professionals such as independent advisors, RIAs, BGAs, and producer groups.
Communication Skills- Skilled at presenting complex planning concepts in a clear and compelling manner.
- Comfortable leading group presentations, conducting 1:1 consultations, and developing written content aligned with Nationwide9s standards.
Qualifications- Series 6 required within 120 days of hire.
- JD preferred due to the technical nature of the role involving legal and tax planning.
Travel- Approximately 15-25% travel to meet with distribution partners, support key accounts, lead training, and represent Nationwide Life at industry events.
Your MissionDrive Sales- Lead the strategic growth of Nationwide9s life insurance offerings, with a focus on advanced strategies such as wealth transfer, ILIT funding, asset protection, business succession, executive benefits, and nonqualified planning.
Consultative Excellence- Deliver advanced planning support across estate planning, business planning, charitable strategies, retirement income planning using life insurance, and high-net-worth case design.
Engagement- Represent Nationwide by speaking at firm, broker/dealer, wholesaler, and industry events, showcasing both your subject-matter expertise and Nationwide9s commitment to advisors serving complex clients.
Content Development- Create high-quality educational materials including white papers, presentations, case studies, one-pagers, and other resources supporting advisors and sales partners - aligned with Nationwide9s voice and compliance standards.
Job Description SummaryIf 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, you9ll 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. You9ll present at firm, broker-dealer and industry functions and represent Nationwide9s position in industry forums.
Job DescriptionKey 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.
Reporting Relationship: Reports to Director or Officer
Typical Skills and Experiences:Education: Juris Doctor and/or Certified Public Accountant preferred. Studies in business, communication or marketing preferred.
License/Certification/Designation:FINRA Series 6 or 7 license required. CLU or ChFC designations preferred.
Experience: Eight to 10 years of related experience in a combination of law, accounting or financial planning/sales.
Knowledge, Abilities and Skills: 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.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager9s leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment. Significant (20% - 70%) travel is required. Non-standard or extended work may be required based on project needs.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
We currently anticipate accepting applications until 08/30/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
BenefitsWe have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.
This position could be filled within any of the lower 48 U.S. states.
The national salary range for Technical Director, Advanced Consulting Group : $122,000.00-$214,000.00
The expected starting salary range for Technical Director, Advanced Consulting Group : $122,000.00 - $182,000.00
