Technical Director, Advanced Consulting Group
Nationwide Mutual Insurance Company, Columbus, Ohio, United States, 43224
**About the Role:** As the Technical Director, Advanced Consulting Group (ACG) – Life Team, you will be at the forefront of helping advisors and their clients navigate the increasingly complex world of life insurance, wealth transfer, and advanced estate and business planning.
Your expertise in tax rules impacting life insurance, business succession, executive benefits, and wealth transfer strategies enables financial professionals and other Nationwide partners to deliver real value to their clients — and drives growth across Nationwide’s life insurance business.For non–central Ohio candidates with the right skills, relocation is not required.Deep knowledge of the tax rules and planning applications involving life insurance (ILITs, split-interests trusts, buy-sell, executive benefits, split-dollar, premium finance, etc.) is required.Extensive experience in estate planning, business owner planning, and high-net-worth life insurance strategies is a significant plus. Experience working directly with financial professionals—including independent advisors, RIAs, BGAs, and producer groups—highly valued. Ability to deliver effective presentations in group settings, speak with partners 1-on-1, simplify complex planning concepts, and write authentically are critical skills for the role. Qualifications: Propel the growth of Nationwide’s life insurance products, with a focus on advanced planning strategies such as wealth transfer, ILIT funding, asset protection, business succession, executive benefits, and nonqualified planning applications. Speak at firm, broker/dealer, wholesaler, and industry events, showcasing your subject-matter expertise and Nationwide’s ability to be the partner of choice for advisors serving complex clients.Ability to create educational white papers, PowerPoint presentations, case studies, one-pagers, and other sales collateral on advanced planning and life insurance concepts — all aligned with Nationwide’s voice and compliance standards. **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.**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 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,At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can *feel* the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're , too, and let us know – #J-18808-Ljbffr
Your expertise in tax rules impacting life insurance, business succession, executive benefits, and wealth transfer strategies enables financial professionals and other Nationwide partners to deliver real value to their clients — and drives growth across Nationwide’s life insurance business.For non–central Ohio candidates with the right skills, relocation is not required.Deep knowledge of the tax rules and planning applications involving life insurance (ILITs, split-interests trusts, buy-sell, executive benefits, split-dollar, premium finance, etc.) is required.Extensive experience in estate planning, business owner planning, and high-net-worth life insurance strategies is a significant plus. Experience working directly with financial professionals—including independent advisors, RIAs, BGAs, and producer groups—highly valued. Ability to deliver effective presentations in group settings, speak with partners 1-on-1, simplify complex planning concepts, and write authentically are critical skills for the role. Qualifications: Propel the growth of Nationwide’s life insurance products, with a focus on advanced planning strategies such as wealth transfer, ILIT funding, asset protection, business succession, executive benefits, and nonqualified planning applications. Speak at firm, broker/dealer, wholesaler, and industry events, showcasing your subject-matter expertise and Nationwide’s ability to be the partner of choice for advisors serving complex clients.Ability to create educational white papers, PowerPoint presentations, case studies, one-pagers, and other sales collateral on advanced planning and life insurance concepts — all aligned with Nationwide’s voice and compliance standards. **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.**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 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,At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can *feel* the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're , too, and let us know – #J-18808-Ljbffr