Director, Institutional Health

The Director Institutional Health is a strategic leader responsible for building scaling and optimizing Integritys institutional Medicare distribution strategy across financial institutions and enterprise partners. This role partners closely with executive leadership across Health Wealth Life and Annuities to drive integrated solutions that expand market share deepen partner retention and position Integrity as the preferred Medicare solution provider.

This leader owns the institutional growth strategyfrom identifying and securing new partnerships to expanding existing relationships and ensuring scalable high-quality execution of the Medicare client journey. The role requires strong executive presence cross-functional influence and the ability to translate complex solutions into clear compelling value for institutional partners.

Position Responsibilities

Lead Institutional Growth Strategy

• Define and execute a scalable strategy to grow Medicare distribution within institutional channels (e.g. wealth firms RIAs broker-dealers).
• Identify high-value market opportunities and prioritize partnerships based on strategic growth potential.

Executive Relationship Ownership

• Build own and deepen relationships with senior leaders at institutional partners (e.g. Edward Jones Merrill Morgan Stanley Raymond James).
• Serve as the executive point of contact for key partnerships ensuring alignment trust and long-term value creation.

Cross-Functional Leadership

• Act as the primary connector across Health Wealth Life and Annuities distribution channels to deliver integrated solutions.
• Influence and align internal stakeholders (Presidents CDO Managing Partners Institutional leadership) on growth priorities and execution plans.

Solution Design & Delivery

• Shape and communicate end-to-end Medicare solutions including referral models advisor engagement strategies and service delivery (virtual call center hybrid).
• Guide partners on build vs. outsource decisions positioning Integritys offering as a turnkey client-centric solution.

Advisor & Client Experience Optimization

• Ensure a seamless Medicare client journey from referral through enrollment.
• Drive clarity on roles handoffs and service expectations to reduce friction and maximize partner confidence.

Operational Readiness & Scale

• Partner with operations and service teams to ensure infrastructure can support referral volume and growth.
• Establish scalable processes and performance metrics to monitor success and continuously improve delivery.

Market Education & Thought Leadership

• Educate institutional partners on Medicare trends carrier selection and planning strategies.
• Position Integrity as a trusted advisor and industry leader in Medicare integration within financial planning.

Performance Accountability

• Own revenue growth tied to institutional Medicare distribution.
• Track key performance metrics (partner activation referral flow conversion rates retention) and adjust strategy as needed.

Position Requirements

• 812 years of experience in institutional distribution financial services insurance or Medicare solutions.
• Proven experience managing and growing enterprise-level partnerships.
• Strong executive presence with the ability to influence senior stakeholders internally and externally.
• Deep understanding of wealth management advisor ecosystems or Medicare (preferred).
• Demonstrated ability to lead cross-functional initiatives and drive results in a matrixed environment.
• Exceptional communication and presentation skills with the ability to translate complex concepts into clear actionable insights.
• Strategic mindset with strong execution discipline and operational awareness.
• Experience building scalable growth strategies and driving revenue outcomes.

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.