Nationwide
Financial Services
TechnicalDirector,AdvancedConsultingGroup
“Technical Director, Advanced Consulting Group at Nationwide. Skills: ERISA, IRC, Retirement planning. Drive sales of life insurance. Drive sales of annuity”
Industry & Context.
Frequent travel required, 25% travel
What They're Looking For.
Must Have
SIE & Series 6 required within 120 days, FINRA Series 6 or 7 license required
Nice to Have
CPA is a plus, Juris Doctor preferred, Certified Public Accountant preferred, CLU or ChFC designations pref
What You'll Do.
Drive sales of life insurance
Drive sales of annuity
Drive sales of mutual fund
Drive sales of retirement plans
Provide consulting services
Offer strategic consultation
Represent Nationwide at industry forums
Speak at firm functions
Speak at broker/dealer functions
Speak at industry functions
Create educational white papers
Create PowerPoint presentations
Create sales collateral
Provide technical support
Consult with wholesalers
Consult with financial professionals
Consult with third-party professionals
Travel to industry events
Speak at industry events
Build sales collateral
Advise sales collateral
Review sales collateral
Partner with Marketing
Provide strategic approach
Develop sales campaigns
Develop marketing campaigns
Author sales articles
Publish sales articles
Educate professional decision makers
Monitor legal changes
Research legal changes
Interpret legal changes
Communicate legal changes
Interpret tax changes
Communicate tax changes
Monitor regulatory changes
Research regulatory changes
Interpret regulatory changes
Apply regulatory changes
Communicate regulatory changes
Collaborate with internal business partners
Implement business plans
Build critical initiatives
Implement critical initiatives
Provide source of credibility
Establish credibility with clients
How You'll Work.
Team & Collaboration
Cross functional team; Internal business partners
Communication Scope
Public speaking
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