Ridgemont Financial is a retirement income practice based in San Antonio, Texas. We work with pre-retirees and retirees who want their savings converted into guaranteed lifetime income, with long-term care protection and liquidity built in.

We fund our own advertising and generate qualified appointments. You do not prospect. You do not cold call. You do not buy leads. We place pre-qualified, pre-scheduled appointments on your calendar and you close them using our standardized first appointment presentation and the Asset2Income Retirement Strategy.

This role is for a licensed producer who wants volume and structure without the overhead of building a lead machine. It is remote and commission only.

Compensation

• Commission only

• Appointments generated and paid for by Ridgemont. No lead cost to you

• Firm set appointments split 50/50 between Ridgemont and the specialist

• Self-produced business splits 75/25 in the specialist's favor

• Commission scales by case size, with the specialist share increasing on larger premiums

• Volume target is 3 to 5 qualified appointments per week per specialist at start, scaling with performance

About Ridgemont Financial

Building certainty. So retirement isn't a gamble.

Ridgemont Financial helps people who have spent 30 or 40 years accumulating savings turn that money into income they cannot outlive. We are an execution practice, not a planning shop. Our specialists spend their time in front of qualified people, not chasing them.

• Run scheduled virtual appointments with pre-retirees and retirees, most between the ages of 55 and 75

• Deliver the Ridgemont first appointment presentation as designed

• Build income proposals using our tools and approved carrier products

• Present and place fixed and fixed-indexed annuity solutions through our IMO relationship with Simplicity

• Submit applications accurately and manage cases through underwriting to issue

• Update the CRM after every appointment, same day

• Follow up on no-shows and unclosed cases inside our stated timelines

• Hold a second appointment close rate that meets practice standards

• Active life and health insurance license in your resident state, in good standing

• 2 or more years selling fixed or fixed indexed annuities to retirees

• Comfortable presenting income concepts to intelligent, financially cautious adults

• Self-directed and systems-oriented. You follow a process without being managed through it

• Reliable high-speed internet, quiet workspace, and a professional video setup

• Willing to contract through Simplicity and complete carrier appointments before your first case

• Available for appointments during standard business hours across US time zones

• Clean background and no history of regulatory action

Nice To Have

• Experience with Asset-Map, Retirement Analyzer, or planning software

• Long-term care and income rider experience

• Multi-state licensing

Building certainty. So retirement isn't a gamble.

Ridgemont Financial helps people who have spent 30 or 40 years accumulating savings turn that money into income they cannot outlive. We are an execution practice, not a planning shop. Our specialists spend their time in front of qualified people, not chasing them.