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.

Key Responsibilities

Medicare Program Implementation

• 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.

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 EFI’s Medicare activities remain compliant while minimizing internal administrative burden.
• Serve as the primary liaison between EFI leadership, agents, and compliance partners.

Cross‑Functional Collaboration

• 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.

Program Growth & Evolution

• 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.

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 build‑and‑scale environment with minimal structure.
• Strong relationship‑building skills and executive presence.

Preferred

• 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).

About Integrity

Integrity is one of the nation’s 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 you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve 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. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

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 law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.