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 fully remote position!

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.