Technical Director, Advanced Consulting Group

Overview

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 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 those living in central Ohio, this is a hybrid position based in Columbus, OH. Candidates located near a Nationwide campus will collaborate in office 3 days per week and enjoy the flexibility of remote work on remaining days. Current Nationwide Remote Associates will also be considered.

For non–central Ohio candidates with the right skills, relocation is not required.

Expertise

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. Extensible 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.

Communications Acumen

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

Series 6 is required within 120 days of hire. A JD is preferred given the legal and tax-heavy nature of advanced consulting.

Travel

15–25% travel may be required to engage with distribution partners, conduct training, support key accounts, and represent Nationwide Life at various meetings and industry functions.

• Drive Sales:
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.

• Consultative Excellence:
Provide top-notch advanced life insurance planning support, including estate planning, business planning, charitable strategies, retirement income planning using life insurance, and high-net-worth case design.

• Engagement:
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.

• Content Development:
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.

Join Nationwide and be part of a team shaping the future of advanced life insurance planning for financial advisors and their clients. Apply today and take the next step in your career journey with us.

This is a hybrid position located in Columbus, Ohio, and you will be required to come into the office two days per week.

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,…