Life Planner

About Enterprise Life Nigeria

Enterprise Life Nigeria stands as a premier provider of innovative life insurance products tailored to meet the unique needs of diverse clients. Emphasizing a needs-based methodology, the company ensures its offerings are both affordable and purpose-built, catering to individuals and families alike. With a commitment to customer-focused service, integrity, and sustainable growth, the organization fosters a nurturing environment for career development.

Role Overview

Based in Port Harcourt, this full-time, on-site Life Planner position involves guiding individuals and families through selecting suitable life insurance solutions. Daily responsibilities encompass prospecting potential clients, conducting thorough financial and insurance needs assessments, and presenting tailored life insurance options that align with client objectives.

The role requires managing the complete sales process including lead generation, client consultations, policy documentation, and after-sales service. Participation in marketing efforts, organizing client engagement events, maintaining accurate records, and collaborating with team members to meet sales and service goals are integral components. Maintaining consistent client follow-up, nurturing relationships, and complying with regulatory and company standards are vital to success.

Qualifications and Skills

• Comprehensive understanding of insurance and general insurance products, with capability to clearly articulate product benefits.
• Demonstrated sales expertise including prospecting, negotiation, deal closure, and client relationship management.
• Experience in marketing financial or insurance services and executing customer outreach initiatives.
• Strong communication, interpersonal, and presentation skills coupled with a customer-oriented approach.
• Effective time management, goal orientation, and meticulous handling of client documentation in line with compliance requirements.
• Minimum diploma or bachelor’s degree in Business, Finance, Marketing, or related disciplines; relevant professional insurance qualifications are advantageous.
• Previous work in life insurance, financial planning, or advisory roles is highly desirable.
• Comfortable with fundamental digital applications and CRM tools; a commitment to ethical practices and ongoing professional development is essential.