Now Hiring · Telewealth Advisors · 1099 Independent Contractor
NewsletterSubRidgemont Financial
Build your career.Or build a team.
I'm building a virtual advisory team — two tracks, one standard. Pre-qualified appointments. Independent carrier access. Real 1099 independence with the pipeline already built for you. Whether you're proven or proving it, there's a seat here for the right wiring.
Who's Hiring
I've built the room you'll close in.
Thirty years inside the financial services industry. I've recruited, scaled, and led advisor teams from 70 to 150 at the corporate level and 55 across Texas at the regional level. Full P&L responsibility, full stack — recruiting, onboarding, retention, production.
I built a lead generation platform to an 8-figure valuation in under twelve months, exited successfully, and today run Ridgemont Financial — a boutique virtual planning firm.
I know what makes producers thrive — at every stage of a career. I know what kills them. That's why this team is built the way it is.
150
Advisor team built & led
8-fig
Lead gen platform exit, under 12 months
10 yrs
Pro tour, 6 continents — built on process
The Setup
Most agents hunt. Our advisors just advise.
5-7 appointments a day
Pre-qualified, pre-booked. You step in already on the phone with the right people at the right moment.
Zero costs. Zero exceptions.
No leads to buy. No marketing spend. No overhead. No CRM bills. The pipeline is built and paid for.
Show up. Just advise.
Marketing, lead gen, nurture, follow-up, compliance — handled. Your only job is the conversation that converts.
Two Tracks · Fully Transparent
Two completely different producers.Two honest structures.
Same product shelf. Same lead flow. Same 1099 independence. The split — and what the firm covers — depends on where you are today.
Track 01 · Experienced
Experienced Advisor
For the advisor consistently closing $250K+ per month in annuity premium. You have a proven sales process, your own presentation, and a track record you can put on the table.
The Split
70% to you / 30% to firm
You keep the majority. The firm provides the pre-qualified appointments — you bring the close.
Who this is for
- Consistently closing $250K+/month in annuity premium (verifiable)
- You bring your own sales process and closing presentation
- 2+ years actively writing annuity business
- Ready to plug into 5–7 pre-qualified appointments a day and scale
Required with your email
A link to your presentation, video portfolio, social media, or anything else that demonstrates your closing process. If you can't show us how you sell, this isn't the seat.
Include your portfolio link in the email.
Track 02 · Ramp
Ramp Advisor
For any licensed advisor not yet consistently closing $250K/month in annuity premium. You have the license and the drive — the firm provides the system that gets you there.
The Split
50% to you / 50% to firm
The firm invests heavily in you — marketing, training, coaching, tech. Fair split for a seat where everything is provided.
What the firm provides
Marketing
Training
AI Playbook
Coaching
Client Ed.
- Firm-paid marketing — 5–7 pre-qualified appointments delivered daily, zero cost to you
- 200+ on-demand video lessons covering carriers, products, objections, closing frameworks
- The Ridgemont AI Playbook — carrier illustrations, objection responses, and case design on demand
- 1:1 coaching from a senior producer, recorded-call reviews, and live appointment co-pilot
- Client education library you can share with prospects — already compliance-reviewed
No portfolio required — just an honest snapshot of where you are today.
Both tracks share the same 1099 independence, carrier shelf, lead flow, and daily commission payouts. The split reflects what the firm is providing — nothing hidden.
The Position
1099 Independent Contractor.Full Autonomy. Fair Structure.
You run your book. You own your income. You keep your independence. We hand you a system that would take years to build alone — and get out of your way.
1099 Independent Contractor
You're a licensed professional, not an employee. You set your own schedule, control your own approach, and receive commission income on a 1099 at year end. Independence, unambiguous and real.
The Pipeline Is Provided
5–7 pre-qualified appointments delivered to your calendar every day. No cold calls. No lead-buying. No marketing spend. The only thing you bring is the conversation that closes.
Deductible Business Expenses
As a 1099 producer, you report income on Schedule C and can deduct ordinary and necessary business expenses — home office, mileage, equipment, licensing, continuing education, and more. Your CPA will love you.
What that means in plain English
You keep the independence, tax flexibility, and upside of a 1099 producer. You skip the part where independent producers waste their first three years building a lead pipeline from scratch. Same freedom top independent shops promise — without spending 60% of your time chasing your next appointment.
We recommend you confirm tax treatment with your CPA. Ridgemont does not provide tax or legal advice.
Independent · Appointed with leading carriers
…and many more carrier relationships we can activate as your book grows.
Carrier names shown represent partner relationships in our network. Appointments and product availability vary by state and producer credentialing.
Built for a Closer
The pipeline is mine. The close is yours. The math is fair, transparent, and paid daily.
Uncapped
No ceiling. No territory cap. The harder you close, the bigger the number.
Paid daily
No weekly batch, no 60-day delays. Commissions are released each business day as policies are issued and paid.
Transparent splits
70/30 if you're consistently closing $250K+/mo in annuity premium. 50/50 if you're building there — with everything the firm provides.
No hidden overrides. No mystery cap. The split you see is the split you get.
The Fit
Both tracks share the same DNA.
Track-specific experience differs. Everything below is non-negotiable for either lane.
You are
- Currently Life & Health licensed (resident state, at minimum)
- Comfortable on the phone and Zoom all day — from anywhere
- Process-loyal: you follow the playbook before you rewrite it
- Self-aware: you know your role and own it like a craft
- Committed and consistent. This is a serious book to build, not a side gig.
Don't apply if
- MLM background of any kind
- Independent shop hopping every 18 months
- Quick-start "close anything that moves" energy
- Looking for a casual side gig or hobby income
- Need to be sold on the opportunity (this isn't that conversation)
The KOLBE Profile
How you're wired matters more than how you sell.
We use Kolbe A across both tracks. The MO we hire for:
Fact Finder
High
You ask the questions most agents skip. Discovery is the close.
Follow Through
High
You finish what you start. Process loyalty is your edge.
Implementer
Mid
You execute when it's clear. You don't reinvent the room.
Quick Start
Low
You don't improvise the close. You honor the process.
The MBTI Profile
INTJ. The Strategist.
You see the system. You plan the work. You work the plan.
Introvert
Energy comes from depth, not crowds. You think before you speak — and prospects feel the difference.
Intuitive
You read between the lines. Patterns, motivations, what the prospect isn't saying — that's where you live.
Thinking
Decisions are logic-first. You close with frameworks and clarity, not pressure or charm.
Judging
Structure is freedom. You finish what you start, on time, on script, on the system.
The Math
What happens when the chase is already done for you?
5-7 pre-qualified shots a day.
All you have to do is advise — and get paid daily for it.
Two Tracks · One Team
Pick your lane.Send the note.
Tell me where you are, where you want to be, and which track speaks to you. I'll take it from there.
Real conversations. No pitch decks.