Dedicated and goal-driven Life Planner of experience in the insurance industry, skilled in client relationship management, financial advisory, and insurance policy sales. Passionate about helping individuals and families achieve financial security through tailored insurance solutions. Strong communicator with excellent prospecting, negotiation, and customer service skills.
Overview
1
1
Certification
Work History
Life Planner
Enterprise Life Insurance Company
Port Harcourt, Nigeria
01.2026 - Current
Identify and approach potential clients to introduce life insurance products.
Conduct financial needs assessments to recommend appropriate insurance plans.
Educate clients on the importance of financial protection and wealth planning.
Assist clients with policy applications and documentation processes.
Maintain strong relationships with clients through regular follow-ups and support.
Work towards achieving monthly sales and client acquisition targets.
Built a growing client network within the first 3 months of employment.
Successfully educated multiple clients on financial protection and insurance planning.
Demonstrated strong prospecting and relationship-building skills.
Education
Bachelor of Science and Education - Biology and Education
Ignatius Ajuru University of Education
Skills
Life Insurance Advisory
Client Relationship Management
Insurance Policy Sales
Prospecting
Customer Service
Negotiation & Persuasion
Communication & Presentation
Microsoft Word
Microsoft Excel
Sales and Marketing
Certification
National Youth Service Corps (NYSC)
Training
Insurance Sales Training - Enterprise Life Insurance Company
Customer Relationship Management Training
References
Available upon request.
Personal Information
Date of Birth: 12/08/199
Work Preference
Job Search Status
Open to work
Work Type
Full TimePart Time
Salary Range
₦0/hr - ₦1000/hr
Timeline
Life Planner
Enterprise Life Insurance Company
01.2026 - Current
Bachelor of Science and Education - Biology and Education