Tech Director – Advanced Consulting Group
| Company | Nationwide |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | JD |
| Experience Level | Senior, Expert or higher |
Requirements
- Deep knowledge in ERISA, Department of Labor (DOL) initiatives, and the IRC including legislative monitoring, qualified retirement plan design, qualified retirement plan compliance, plan operations and function, and fiduciary governance.
- SIE & Series 6 is required within 120 days of hire; A JD is required; CPA is a plus.
- Strong public speaking skills, persuasive writing skills, and the ability to work both independently and in a team environment.
Responsibilities
- Drive sales of life insurance, annuity, mutual fund, and retirement plans through all distribution channels.
- Provide top-notch consulting services, offering strategic consultation in tax, legal, and technical areas.
- Represent Nationwide at industry forums such as ASPPA, NAPA, PSCA, ARA, EBRI, NACo, NIPA, and NTSA.
- Speak at firm, broker/dealer, and industry functions, showcasing your expertise and Nationwide’s position.
- Create educational white papers, PowerPoint presentations, and other sales collateral on advanced planning concepts.
- Direct case design by providing comprehensive tax and technical support around advanced concepts such as business planning, estate planning, qualified retirement plans and IRA and annuity strategies to be funded with financial products.
- Provide comprehensive consultation to Internal/External Wholesalers, NFN Affiliated Agents, advisors, advisors’ clients and third-party professionals.
- Travel and speak at industry events on advanced concepts that utilize life insurance, annuities, mutual funds, and qualified retirement plans.
- Create, consult on, and review sales collateral on the use of financial products utilized in business planning, estate planning, qualified retirement plans and IRA and annuity strategies.
- Partner and collaborate with NF Marketing to provide a strategic approach to the development of sales and marketing campaigns for all NF distribution sales channels.
- Author and publish tax and sales related articles, white papers and sales ideas on complex financial product applications for use in business planning, estate planning, qualified retirement plans, and IRA and annuity strategies.
- Drive sales by educating professional decision makers on recent tax and legal changes.
- Create, implement, and facilitate training on advanced concepts funded with financial products for Internal/External Wholesalers, NFN Affiliated Agents, and advisors.
- Monitor, research, interpret, apply, and communicate current and anticipated tax, legal, and regulatory changes to Product Development, Marketing, Underwriting, and Business Development.
- Collaborate with internal business partners to create and implement business plans and strategic initiatives.
- Provide a source of credibility through expertise and reputation in the industry to Internal/External Wholesalers, NFN Affiliated Agents, and advisors as they establish their own credibility with clients.
- Identify, analyze, and recommend business opportunities to drive sales for NF distribution sales channels.
Preferred Qualifications
- CPA is a plus.
- Studies in business, communication or marketing preferred.
- CLU or ChFC designations preferred.