Medicare Implementation & Training Lead

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 crosssell opportunities. The Medicare Implementation & Training Lead will play a critical role in launching operationalizing and scaling EFIs Medicare program.

This role is designed for a handson 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 rolloutwhile allowing EFI to remain focused on its core life and annuity business.

Key Responsibilities

Medicare Program Implementation

• Lead the endtoend implementation of EFIs 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.

Agent Training & Enablement

• 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.

Partner & Compliance Coordination

• Work closely with Premier and other partners who manage Medicare compliance to ensure alignment and smooth execution.
• Ensure EFIs Medicare activities remain compliant while minimizing internal administrative burden.
• Serve as the primary liaison between EFI leadership agents and compliance partners.

CrossFunctional Collaboration

• Maintain close working relationships with Barry Clarkson Rob and other senior leaders.
• Collaborate with Sales Operations and Leadership teams to integrate Medicare into EFIs broader business strategy.
• Support leadership with insights feedback and recommendations as the Medicare program scales.

Program Growth & Evolution

• Identify opportunities to bring Medicare business back under the EFI umbrella from external partners.
• Contribute to longterm planning including the potential transition of additional Medicarerelated responsibilities as the program matures.
• Support leadership discussions around growth scalability and future ownership of Medicare functions.

Qualifications & Experience

Required

• 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 buildandscale environment with minimal structure.
• Strong relationshipbuilding skills and executive presence.

Preferred

• Prior experience working alongside thirdparty Medicare compliance partners.
• Familiarity with crossselling Medicare into annuity or life insurance conversations.
• Experience in a growthoriented agentcentric organization.
• Exposure to Integrity or Integrityaligned business models (a plus).

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.