Technical Director, Advanced Consulting Group (Retirement)
Core
Drive sales of life insurance, annuities, mutual funds, and retirement plans by providing consultative services in tax, legal, and technical areas to wholesalers and financial professionals. (via careerplan.io/jobs/098587-technical-director-advanced-consulting-group-retirement-at-nationwide)
Role type
Senior IC Technical Director (Retirement Planning & Sales)
Builds
Sales strategies and educational content for financial products
Domain
Insurance, Retirement Planning, Financial Services
Required skills
ERISA compliance, Internal Revenue Code (IRC) expertise, qualified retirement plan design, fiduciary governance, business planning, estate planning, sales strategy, public speaking, white paper creation, regulatory monitoring
Preferred skills
Juris Doctor (JD), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), FINRA Series 6 or 7 license
Technologies
None stated
Responsibilities
Direct case design for sophisticated financial concepts, provide consultation to wholesalers and financial professionals, speak at industry events, build and review sales collateral, partner with marketing on campaigns, author tax and sales articles, drive sales through education on legal/tax changes, facilitate training for advisors, monitor and communicate regulatory changes
Seniority
Senior, hands-on IC with leadership acumen