Leadership Development Associate

This role operates within a commission-based, 1099 independent contractor structure.(Fully Remote) Shanea Stepney Financial collaborates with and operates through a technology-driven financial services platform committed to helping individuals, families, and business owners build, protect, and grow wealth through informed financial decision-making. By integrating financial education, modern planning tools, and strategic technology, the platform supports organization, regulatory compliance, and structured professional development while delivering practical long-term solutions designed to promote stability, security, and generational impact.

Professionals have access to no-cost training and ongoing development , opportunities to obtain direct contracts with multiple highly rated insurance carriers , and clearly defined advancement pathways for those pursuing leadership, partnership, or training-focused roles . Certain advancement tracks may also include eligibility for performance-based override compensation for individuals approved for training and supervisory responsibilities, in accordance with licensing and regulatory requirements.

Services delivered through the platform include personalized financial reviews, financial literacy education, and comprehensive planning strategies designed to address wealth accumulation, retirement preparation, asset protection, and business continuity.

The broader mission is to help families establish complete financial protection and long-term planning , while developing professionals equipped to educate and serve their communities with integrity and expertise.

Role Summary

The Leadership Development Associate is a remote, performance-based professional role available on a full-time or part-time basis depending on individual activity and goals.

This position centers on training participation, leadership development, client-engagement preparation, and performance growth within a structured financial services environment. Associates contribute to onboarding systems, professional development initiatives, and measurable production outcomes while progressing through clearly defined leadership pathways.

Success in this role is measured through professional development milestones, training completion, licensing, client service activity, and leadership readiness .

Five-Phase Professional Development Pathway

Phase 1: Obtain required state licensing and complete foundational onboarding.

Phase 2: Participate in guided field training by observing experienced professionals serving clients.

Phase 3: Begin independent client engagement while maintaining mentorship and performance support.

Phase 4: Develop leadership capacity by assisting with onboarding, supporting training expectations, and reinforcing compliant client service practices.

Phase 5: Qualify for advanced leadership progression, including trainer approval and potential advancement toward Marketing Director , based on production, licensing, and team development performance.

Professional Development & Participation Requirements

• Attend all assigned virtual Zoom trainings and development sessions
• Obtain and maintain a state-required Life Producer license prior to engaging in client discussions
• Successfully complete 10 structured Field Training experiences
• Demonstrate comfort with professional outreach activities , including calling, script usage, and appointment scheduling
• Maintain compliance with industry regulations, organizational standards, and ethical client service practices

Career Pathways Within the Role

Client-Focused Agent

• Meet with clients and deliver financial education and solutions
• Build consistent production and client service results

Trainer

• Master onboarding systems and compliance processes
• Receive formal approval as a trainer
• Support new professionals and teams in maintaining compliant, effective practices

Team Leader / Marketing Director Track

• Complete required qualifications for advancement to Marketing Director
• Train and mentor developing trainers
• Lead and manage a team of licensed, qualified professionals
• Balance leadership development with ongoing client production and organizational growth

Primary Responsibilities

• Support structured onboarding and professional development initiatives
• Identify performance gaps and opportunities for improvement
• Coordinate and participate in virtual trainings and accountability sessions
• Track performance indicators aligned with growth and development
• Collaborate with leadership to strengthen culture, compliance, and duplication of best practices
• Utilize technology and learning systems to enhance efficiency and impact
• Contribute to continuous system improvement supporting long-term professional success

Qualifications

• Experience in training, coaching, education, or structured development environments preferred
• Strong communication skills with the ability to motivate and guide others
• Understanding of leadership development, culture, and performance improvement
• Self-directed organization and accountability in a remote setting
• Growth-oriented mindset with commitment to continuous learning
• Interest in long-term professional development within financial services

Additional Information

• Compensation: Commission-based, 1099 independent contractor
• Schedule: Flexible based on activity and performance
• Licensing: State life insurance licensing required prior to client engagement
• Startup expenses: Applicable onboarding or licensing costs may apply where permitted by law