Life Planner
About this role
The Life Planner role at Enterprise Life Assurance Company is based in Lagos, Nigeria (205b Ikorodu Road, Obanikoro Bus Stop, Illupeju). The position exists to help clients achieve long-term financial security and peace of mind through needs-based planning, with a work environment that often involves full-time roles with insurance providers and on-site or hybrid options.
Key duties:
- Meet with prospective and existing clients to understand their family, financial, and life goals.
- Analyze financial risk and recommend appropriate life insurance or savings products.
- Meet weekly, monthly, and daily targets by following up on leads and closing deals.
- Maintain detailed client records, provide after-sales service, and conduct periodic policy reviews.
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