Lead the future of advanced life planning.
This is a rare opportunity to shape strategy, elevate talent, and influence some of the most complex and highâimpact life insurance cases across our distribution ecosystem. As Senior Director of the LifeâFocused Advanced Consulting Group (ACG), you will sit at the intersection of strategy, technical excellence, and thought leadershipâdriving outcomes for financial professionals and their clients while building a bestâinâclass consulting organization.
What Youâll Do
As a senior leader and trusted expert, you will:
What Weâre Looking For
Weâre seeking a strategic, credible, and forwardâthinking leader who brings:
FINRA Series 6 and 26 is required within 120 days of hire.
This is a fully remote position! However, candidates located in Central, Ohio will collaborate in office 3 day a week.
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!Job Description
Key Responsibilities:
Supervises execution and delivery of commitments and performance levels of team. Oversees and ensures service standards. Administers the performance management process for team, including goal setting, development plans, performance discussions and ongoing coaching. Evaluates and administers salary and merit reviews.
Serves as the primary liaison to sales leadership and business channels. Responsible for assisting in strategy development, implementation and determining the ACG support needs of the various sales channels and business areas.
Provides comprehensive consultation and case design to advisers, agents, firms and wholesalers.
Travels and speaks at events on sophisticated concepts related to life insurance, annuities, mutual funds and retirement plans.
Leads the development of marketing, sales and technical materials to increase advanced marketing sales. Facilitates the due diligence and compliance process for all advanced sales marketing concepts. Acts as liaison with Compliance and General Counsel to introduce new marketing concepts to the market, to gain as much market share as possible.
Authors and publishes tax and sales related articles, position papers, sales ideas and presentations on sophisticated financial product applications for use in business planning, estate planning, retirement accumulation planning and retirement income planning.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Associate Vice President, Advanced Consulting Group. Leads a team of three to four Directors.
Typical Skills and Experiences:
Education: Bachelorâs degree; Juris Doctorate, with areas of focus in tax and estate planning and/or business planning.Â
Certification/Licenses: FINRA Series 24/26 license required. CPA, CLU, CHFC preferred.
Experience: Typically, eight to 10 years of industry experience.
Knowledge, Abilities and Skills: Proven ability to lead highly credentialed, high- performing team and experience dealing with sophisticated tax and regulatory issues and understanding sales distribution. Collaborates effectively across functions and sales channels to build positive relationships. Confirmed leadership skills needed to set direction for consulting teams and delivering effective implementation for business partners. Optimally and persuasively communicates, both one-on-one and with large groups, highly sophisticated and technical materials in an understandable and applicable manner, in writing and in person. Applies an understanding and effectiveness in navigating the political structure of the organization.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managerâs leader and Human Resources Business Partner.
Values:Â Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Normal office environment. Frequent travel within assigned region. Most leaders work from a remote location, such as an office out of their home. A valid driverâs license and safe driving record may be required.
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 05/31/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.Benefits
We have an array of benefits to fit your needs, including:
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