Technical Director, Advanced Consulting Group (Life)

Nationwide Mutual Insurance Company; Columbus (OH); Hybrid; USD 138,000 - 243,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) with company match

Pension plan

Job summary

Nationwide Mutual Insurance Company is seeking a Technical Director for the Advanced Consulting Group (Life Team) to lead strategic growth in life insurance, wealth transfer, and estate planning with a focus on advanced planning strategies.

This role supports advisors and distribution partners through consultative sales strategies, education materials, and high-level engagement across multiple channels. Travel and collaboration with industry professionals are required.

Qualifications

• Extensive knowledge of tax rules and planning applications in life insurance and estate planning.
• Experience partnering with financial professionals (RIAs, BGAs, producers).
• Strong communication and presentation skills for group and 1:1 settings.

Responsibilities

• Directs complex tax and legal concepts for life insurance and retirement planning.
• Consults wholesalers and financial professionals on sophisticated strategies.
• Represents Nationwide at industry events and develops sales-enabling materials.

Skills

Tax planning

Estate planning

Public speaking

Advisor consulting

Education

Juris Doctor (JD)

CPA or financial planning credentials

Job description

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

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. Extensive experience with estate planning, business owner planning, and high‑net‑worth life insurance strategies — a strong plus. Proven experience partnering with financial professionals such as independent advisors, RIAs, BGAs, and producer groups.

Communication Skills

Skilled at presenting complex planning concepts in a clear and compelling manner. Comfortable leading group presentations, conducting 1:1 consultations, and developing written content aligned with Nationwide’s standards.

Qualifications

Series 6 required within 120 days of hire. JD preferred due to the technical nature of the role involving legal and tax planning.

Travel

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 — 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

Deliver advanced planning support across estate planning, business planning, charitable strategies, retirement income planning using life insurance, and high‑net‑worth case design.

Engagement

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

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

• 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.
• May perform other responsibilities as assigned.

Reporting Relationship

Reports to Director or Officer

Typical Skills and Experiences

• Education: Juris Doctor and/or Certified Public Accountant preferred. Studies in business, communication or marketing preferred.
• License/Certification/Designation: FINRA Series 6 or 7 license required. CLU or ChFC designations preferred.
• 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.
• Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment.

Significant (20% - 70%) travel is required.

Non-standard or extended work may be required based on project needs.

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 currently anticipate accepting applications until 11/01/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

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

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Legal and Additional Information

This position could be filled within any of the lower 48 U.S. states.

Smoke‑Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888‑944‑2247.

For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic‑specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part‑Time Roles: Please be aware that the salary ranges listed below reflect full‑time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full‑time schedule.

The national salary range for Technical Director, Advanced Consulting Group : $138,000.00-$243,000.00

The expected starting salary range for Technical Director, Advanced Consulting Group : $138,000.00 - $206,000.00

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

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 a great place to work, too, and let us know – can you see yourself at Nationwide?

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.