Technical Director, Advanced Consulting Group

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

About the Role:

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 remote position, however, candidates located near a Nationwide campus will collaborate in office 3 days per week and enjoy the flexibility of remote work the remaining days.

What We're Looking For:

• Expertise: Deep knowledge of the tax rules impacting nonqualified annuities and IRAs is required. Extensive knowledge of annuity products and experience with the income and estate planning needs for the agricultural community are pluses. 

• Communications Acumen: Ability to deliver effective presentations in group settings, speak with partners 1-on-1, and write authentically are critical skills for the role. 

• Qualifications: Series 6 is required within 120 days of hire.  A JD is a preferred. CPA or CFP in lieu of JD may be considered.

• Travel: 15-25% travel is required to engage with partners, attend industry functions, and represent Nationwide at various forums.

Your Mission:

• Drive Sales: Propel the sales of Nationwide’s products, with a focus on annuities.

• Consultative Excellence: Provide top-notch retirement accumulation, retirement income, wealth transfer, and estate planning consulting services.

• Engagement: Speak at firm, broker/dealer, and industry functions, showcasing your expertise and Nationwide’s ability to be the partner of choice.

• Content development: Ability to create educational white papers, PowerPoint presentations, and other sales collateral on advanced planning concepts.

Job Description Summary

If 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, you'll 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. You'll present at firm, broker-dealer and industry functions and represent Nationwide's position in industry forums.

Job Description

Key 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 manager’s 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 12/14/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We 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.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

This position could be filled within any of the lower 48 U.S. states.

Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.

For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.

The national salary range for Technical Director, Advanced Consulting Group : $110,000.00-$212,000.00

The expected starting salary range for Technical Director, Advanced Consulting Group : $119,000.00 - $179,000.00