Technical Director, Advanced Consulting Group (Life)

Overview

This role is fully remote for applicants with critical industry skills and relevant experience. Candidates located near a company campus will collaborate in the office 3 days per week.

In this position, you will help financial professionals navigate the complex landscape of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will support advisors in delivering value to clients while contributing to growth across the organization’s life insurance business.

This position could be filled within any of the lower 48 U.S. states.

Application period is anticipated to run until 11/01/2026. Early submissions are encouraged, as the posting may close sooner if a strong candidate slate is identified.

Responsibilities

• Direct case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate planning, qualified retirement plans, and annuity strategies to be funded with financial products.
• Provide comprehensive consultation to wholesalers, financial professionals, their clients, and third-party professionals.
• Travel and speak at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds, and qualified retirement plans.
• Build, advise, and review sales collateral related to the use of financial products in business planning, estate planning, qualified retirement plans, and annuity strategies.
• Partner and collaborate with Marketing to develop a strategic approach to sales and marketing campaigns across all sales channels.
• Author and publish tax and sales-related articles, white papers, and sales ideas supporting sophisticated financial product applications for business planning, estate planning, qualified retirement plans, and annuity strategies.
• Drive sales by educating professional decision makers on recent tax and legal changes.
• Craft, implement, and facilitate training on sophisticated concepts funded with financial products for wholesalers and advisors.
• Monitor, research, interpret, apply, and communicate current and anticipated legal, tax, and regulatory changes to Product Development, Marketing, Underwriting, and Business Development.
• Collaborate with internal business partners to build and implement business plans and critical initiatives.
• Serve as a credibility resource through industry expertise and reputation for internal/external wholesalers and financial professionals.

Requirements

• Deep understanding of tax rules and planning applications involving life insurance (including ILITs, split-interest trusts, buy-sell arrangements, executive benefits, split-dollar, premium finance, and more) — required.
• Series 6 required within 120 days of hire.
• FINRA Series 6 or 7 license required.
• Juris Doctor and/or Certified Public Accountant preferred.
• Eight to 10 years of related experience in a combination of law, accounting, or financial planning/sales.
• Strong public speaking skills and persuasive writing skills.
• Ability to work independently and in a team environment.
• Proven knowledge of business law, tax, accounting, sales, or financial planning.

Preferred Qualifications

• Extensive experience with estate planning, business owner planning, and high-net-worth life insurance strategies.
• Proven experience partnering with financial professionals such as independent advisors, RIAs, BGAs, and producer groups.
• JD preferred due to the technical nature of the role involving legal and tax planning.
• CLU or ChFC designations preferred.
• Studies in business, communication, or marketing preferred.

Travel

Approximately 15–25% travel to meet with distribution partners, support key accounts, lead training, and represent the life organization at industry events.

Compensation & Benefits

Salary

• National salary range (Technical Director, Advanced Consulting Group): $138,000.00–$243,000.00
• Expected starting salary range (Technical Director, Advanced Consulting Group): $138,000.00–$206,000.00

Placement within the starting salary range is determined by factors including skills, education, training, credentials, experience, the scope/complexity/location of the role, cost of labor in the market, and other conditions of employment.

If a Sales job, Sales Incentives based on performance goals are possible in addition to this range.

Benefits

• Medical/dental/vision
• Life insurance
• Short and long-term disability coverage
• Paid time off (newly hired associates receive a minimum of 18 days paid time off each full calendar year, pro-rated quarterly based on hire date)
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Job Conditions

• Overtime eligibility: Not Eligible (Exempt)
• Working conditions: Normal office environment. Significant (20%–70%) travel required. Non-standard or extended work may be required based on project needs.

ADA

The statements above describe the principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Notes / Compliance

• The organization is an equal opportunity employer.
• Smoke-Free Iowa requirements apply for Iowa locations and company vehicles.
• For NY residents, state law information regarding employee rights, protections, and obligations applies.

Reporting Relationship

Reports to Director or Officer.