Medicare Implementation & Training Lead

Integrity Marketing Group•Asheville, NC

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.