Nationwide · 2 days ago
Tech Dir, Adv Consulting Group
Ohio - Columbus, One Nationwide Plaza
Full-time
Hybrid
Director/Executive
$122K/yr - $214K/yr
8+ years expNationwide is a leading insurance and financial services company, and they are seeking a Technical Director for their Advanced Consulting Group. This role involves driving sales of life insurance products and providing comprehensive consulting services in advanced planning strategies to financial professionals and clients.
BankingFinancial ServicesInsuranceLife Insurance
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
Qualification
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
Series 6 is required within 120 days of hire
Eight to 10 years of related experience in a combination of law, accounting or financial planning/sales
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
Preferred
Extensive experience in estate planning, business owner planning, and high-net-worth life insurance strategies is a significant plus
A JD is preferred given the legal and tax-heavy nature of advanced consulting
CLU or ChFC designations preferred
Benefits
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.
Company
Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.
10001+ employees
H1B Sponsorship
Nationwide has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (8)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
Jim Grafmeyer
VP, Chief Enterprise Architect
Tony Fenton
Vice President Commercial Lines Underwriting & Product , CUO
Recent News
2025-11-24
2025-10-20
2025-09-27
Company data provided by crunchbase