Technical Director, Advanced Consulting Group (Life)
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.
As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll 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 Nationwide ’s 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 We’re Looking For
Expertise
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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.
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Extensive experience with estate planning, business owner planning, and high‑net‑worth life insurance strategies — a strong plus.
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Proven experience partnering with financial professionals such as independent advisors, RIAs, BGAs, and producer groups.
Communication Skills
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Skilled at presenting complex planning concepts in a clear and compelling manner.
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Comfortable leading group presentations, conducting 1:1 consultations, and developing written content aligned with Nationwide ’s standards.
Qualifications
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Series 6 required within 120 days of hire.
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JD preferred due to the technical nature of the role involving legal and tax planning.
Travel
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Approximately 15–25% travel to meet with distribution partners, support key accounts, lead training, and represent Nationwide Life at industry events.
Your Mission
Drive Sales
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Lead the strategic growth of Nationwide ’s 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
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Deliver advanced planning support across estate planning, business planning, charitable strategies, retirement income planning using life insurance, and high‑net‑worth case design.
Engagement
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Represent Nationwide by speaking at firm, broker/dealer, wholesaler, and industry events, showcasing both your subject‑matter expertise and Nationwide ’s commitment to advisors serving complex clients.
Content Development
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Create high-quality educational materials including white papers, presentations, case studies, one-pagers, and other resources supporting advisors and sales partners — aligned with Nationwide ’s voice and compliance standards.
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:
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Directs case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate plannin