Technical Director, Advanced Consulting Group (Life)
Core
Lead strategic growth of life insurance offerings and provide advanced tax, legal, and technical consulting to financial professionals and wholesalers.
Role type
Senior IC technical director (life insurance consulting)
Builds
Sales strategies, educational content, and training programs for complex financial planning solutions
Domain
Insurance + Tax/Legal/Financial Planning (via careerplan.io/jobs/098345-technical-director-advanced-consulting-group-life-at-nationwide)
Required skills
Life insurance tax rules, estate planning, business succession planning, high-net-worth strategies, FINRA Series 6/7 licensing, public speaking, persuasive writing, regulatory interpretation
Preferred skills
Juris Doctor (JD), Certified Public Accountant (CPA), CLU, ChFC, experience with independent advisors/RIAs/BGAs
Technologies
None stated
Responsibilities
Direct case design for sophisticated financial products, consult with wholesalers and financial professionals, speak at industry events, develop sales collateral and white papers, facilitate training on complex planning concepts, monitor and communicate legal/tax changes
Seniority
Senior, hands-on IC with leadership responsibilities