Medicare Implementation & Training Lead

Integrity • Asheville, NC

4d

About The Position

Medicare Implementation & Training Lead Role Overview Equis (EFI) is expanding into the Medicare market to support agent growth, strengthen retention, and drive downstream annuity and cross‑sell opportunities. The Medicare Implementation & Training Lead will play a critical role in launching, operationalizing, and scaling EFI’s Medicare program. This role is designed for a hands‑on Medicare professional with proven implementation experience who can bridge strategy and execution. The individual will work closely with leadership, agents, and external partners to ensure a successful Medicare rollout—while allowing EFI to remain focused on its core life and annuity business.

Requirements

• Demonstrated experience implementing and launching a Medicare program (carrier, brokerage, or agency environment).
• Strong working knowledge of Medicare products, agent workflows, and distribution models.
• Experience training, supporting, or enabling insurance agents.
• Ability to operate in a build‑and‑scale environment with minimal structure.
• Strong relationship‑building skills and executive presence.

Nice To Haves

• Prior experience working alongside third‑party Medicare compliance partners.
• Familiarity with cross‑selling Medicare into annuity or life insurance conversations.
• Experience in a growth‑oriented, agent‑centric organization.
• Exposure to Integrity or Integrity‑aligned business models (a plus).

Responsibilities

• Lead the end‑to-end implementation of EFI’s Medicare offering in partnership with external vendors (e.g., Premier).
• Translate Medicare strategy into practical workflows, tools, and processes that support agents in the field.
• Serve as the internal subject matter expert on Medicare operations and best practices.
• Develop and deliver Medicare training for agents, including onboarding, ongoing education, and field support.
• Equip agents to confidently engage in Medicare conversations that may naturally expand into broader financial and annuity discussions.
• Act as a trusted resource for agents navigating Medicare opportunities within the EFI ecosystem.
• Work closely with Premier and other partners who manage Medicare compliance to ensure alignment and smooth execution.
• Ensure EFI’s Medicare activities remain compliant while minimizing internal administrative burden.
• Serve as the primary liaison between EFI leadership, agents, and compliance partners.
• Maintain close working relationships with Barry Clarkson, Rob, and other senior leaders.
• Collaborate with Sales, Operations, and Leadership teams to integrate Medicare into EFI’s broader business strategy.
• Support leadership with insights, feedback, and recommendations as the Medicare program scales.
• Identify opportunities to bring Medicare business back under the EFI umbrella from external partners.
• Contribute to long‑term planning, including the potential transition of additional Medicare‑related responsibilities as the program matures.
• Support leadership discussions around growth, scalability, and future ownership of Medicare functions.

Benefits

• Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed