Senior Learning Facilitator

Position Overview 

The Senior Learning Facilitator delivers high-impact, engaging, virtual instructor-led training experiences that develop Medicare Advantage sales agents into confident, compliant, and successful performers. This role requires deep expertise in Medicare Advantage sales, exceptional platform skills, and the ability to create an inclusive learning environment where agents build practical skills that they can immediately apply. 

Key Responsibilities 

Training Delivery & Facilitation 

• Plan, coordinate, and deliver virtual instructor-led training (VILT) for new and experienced Medicare Advantage sales agents. 

• Facilitate new agent training programs, product training (across 10+ insurance carriers), sales skills development, compliance training, and ongoing professional development sessions. 

• Create psychologically safe, inclusive learning environments that encourage participation from all learners, honor diverse perspectives, and accommodate different instructional techniques. 

• Adapt facilitation approach in real-time based on learner engagement, comprehension signals, and group dynamics. 

• Leverage breakout discussions, role-plays, case studies, and scenario-based activities that reflect diverse customer and agent personas. 

• Utilize virtual training platforms (Zoom, Teams, Kahoot, Lucidchart) effectively with polls, chat, breakout rooms, and interactive features while ensuring accessibility for all participants. 

• Model consultative sales behaviors and multi-carrier Medicare Advantage expertise throughout training delivery. 

Content Enhancement & Collaboration 

• Partner with Learning Design Professionals to review, refine, and enhance training content based on delivery experience and learner feedback. 

• Provide subject matter expertise on Medicare Advantage sales processes, objection handling, needs analysis techniques, and carrier-specific product features. 

• Collaborate with stakeholders (sales managers, agency principals, compliance) and learning designers to identify performance gaps and training needs. 

• Develop supplemental materials, job aids, and “meeting-in-a-box” resources to extend learning beyond formal training sessions. 

• Contribute real-world examples, scenarios, and best practices from field experience to enrich learning content. 

Learner Assessment & Support 

• Conduct pre-training assessments to gauge learner readiness and customize delivery approach. 

• Facilitate performance assessments, skills demonstrations, and role-play evaluations to measure competency. 

• Provide constructive, real-time feedback to learners on their sales skills, product knowledge, and compliance understanding. 

• Track attendance in Cornerstone, monitor individual learner progress, and provide additional coaching or resources for struggling participants. 

Program Effectiveness & Continuous Improvement 

• Analyze course evaluations, learner satisfaction data, and post-training performance metrics to assess training effectiveness. 

• Implement improvements to training delivery, timing, activities, and content based on feedback and outcomes. 

• Stay current on Medicare Advantage regulatory changes, CMS guidance updates, and carrier product updates. 

• Participate in train-the-trainer sessions and professional development to continuously enhance facilitation skills. 

Required Qualifications 

Education & Experience 

• 5+ years of training facilitation experience OR 5+ years as a Medicare Advantage sales agent with demonstrated high performance 

• Deep Medicare Advantage expertise: Understanding of plan types (HMO, PPO, PFFS, SNP), enrollment periods, CMS regulations, compliance requirements, and competitive landscape 

• Proven track record delivering engaging, effective training to diverse audiences in both in-person and virtual environments 

Subject Matter Expertise (Critical) 

• Medicare Advantage sales experience: Ideal candidate has sold Medicare Advantage plans, understands differences in carrier products and processes, and can speak credibly about real-world sales challenges across diverse product portfolios. 

• Knowledge of consultative sales methodologies, needs-based selling, objection handling, and relationship building 

• Understanding of agent compensation structures, production metrics, and what drives agent success 

• Familiarity with CMS marketing and enrollment compliance regulations 

Facilitation & Platform Skills 

• Exceptional presentation and public speaking abilities with ability to engage and inspire learners 

• Strong virtual facilitation skills with proficiency in Zoom, Microsoft Teams, or WebEx 

• Ability to manage group dynamics, difficult participants, and diverse learning styles 

• Skilled at asking questions that promote critical thinking and drawing out learner insights 

Technical & Collaboration Skills 

• Proficiency in Microsoft Office (Outlook, PowerPoint, Word, Excel, SharePoint) and Microsoft Project and Lists 

• Comfortable using learning management systems (Cornerstone preferred) to track learner progress 

• Collaborative mindset with ability to partner effectively with learning designers and subject matter experts 

• Strong organizational skills and attention to detail in managing training schedules and documentation 

• Willingness to obtain a health insurance license within first 90 days 

Team Culture & Working Environment 

About IFG and Our Team  

Innovative Financial Group (IFG) is a subsidiary of Humana that operates as a field marketing organization (FMO), selling Medicare Advantage and supplemental insurance products from 10+ carriers—not just Humana. Our learning design team supports IFG's call center agents and agency partners, creating training that helps them navigate multiple carriers' products, regulations, and sales processes. 

We're a newly formed team building IFG University from the ground up—we've selected Cornerstone as our LMS, we're designing our content strategy based on comprehensive stakeholder research, and we're establishing processes that will scale. This is a unique opportunity to shape the foundation of a learning function and make a lasting impact. 

What We Value 

• Collaboration over silos: We break down barriers between Marketing, Training, Communications, and Learning Design. 

• Learner-centricity: We design back from what agents need, not what's easiest for us. 

• Data-informed decisions: We measure what matters and continuously improve. 

• Intellectual curiosity: We embrace complex subject matter and find ways to make it accessible and digestible. 

• Inclusive leadership: We create space for diverse perspectives and challenge assumptions respectfully. 

• Agility: We move quickly, learn from experiments, and adapt based on feedback. 

• Friendly and Fun: We interact with others in a positive way and know that learning should be enjoyable! 

Work Model 

• Remote work with up to 10% travel for team meetings, training delivery, or stakeholder sessions 

• Collaborative team culture with regular synchronization and knowledge sharing 

• Opportunities for professional development and skill building 

• Supportive leadership committed to your growth and success
   

Our Commitment to Inclusion & Accessibility  

Every member of our team is responsible for creating learning experiences that reflect diverse representation and are inclusive and accessible to all learners. This includes: 

• Designing content that features diverse learner personas and scenarios. 

• Ensuring all digital learning materials meet WCAG 2.1 AA accessibility standards (screen reader compatibility, captions, color contrast, keyboard navigation). 

• Using inclusive language, interrogating biases, and avoiding assumptions about learners' backgrounds, abilities, or experiences. 

• Creating multiple pathways for learners to demonstrate knowledge and accommodate different abilities and learning preferences. 

• Continuously seeking feedback from diverse learner populations to improve inclusivity.