Business Development Life Insurance

Temor Mir

201-***-**** *********@******.***

PROFESSIONAL SUMMARY

I'm a seasoned financial professional with over two decades of experience helping clients, advisors, and teams succeed across banking, life insurance, and business development. Throughout my career, I've been passionate about building genuine relationships, understanding client needs, and delivering thoughtful, tailored financial solutions—whether it's planning for retirement, protecting a family's future, or growing a business. I've had the privilege of training top producers, supporting multicultural markets, and leading high-performing teams. My diverse background, multilingual skills, and strong commitment to service have allowed me to connect with people from all walks of life. I'm someone who thrives on collaboration, takes pride in quality work, and believes that financial guidance should always be personal, honest, and empowering.

SKILLS

Series 6

Series 63

Life (NY/NJ/VA)

Salesforce customer data system software

CDS client management system

Lotus Notes

Outlook

Microsoft Windows

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

High Gear Software

Certificate of Achievement from the National Auto

Academy

Regulatory compliance

Business development

WORK EXEPERIENCE

PRIVATE CLIENT BANKER 01/2023 - Current

Chase

Effectively communicated the value and exclusive benefits of Chase Private Client to eligible clients, driving enrollment, and enhancing client loyalty.

Proactively managed client relationships through a consultative, needs-based approach, ensuring personalized banking solutions aligned with individual financial goals. Partnered with internal specialists, Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, to deliver expert guidance on complex financial needs. Promoted and facilitated the use of digital and self-service banking tools, enabling clients to manage their finances conveniently and securely, around the clock.

Ensured strict adherence to all regulatory requirements, internal policies, and operational procedures, upholding the highest standards of compliance and client confidentiality. BUSINESS DEVELOPMENT MANAGER 09/2016 - 01/2017

Michigan Mutual - Paramus, NJ

Identified and pursued new business opportunities by engaging potential partners, and exploring untapped markets to drive growth.

Evaluated prospective deals by analyzing market strategies, financial viability, and strategic alignment, offering informed recommendations for partnerships and equity investments. Successfully closed business deals by coordinating stakeholder requirements, negotiating terms, and integrating contract obligations into operational workflows.

Accountable for driving business growth and revenue through strategic sales initiatives, and long-term relationship management.

SENIOR LIFE INSURANCE WHOLESALER 01/1997 - 09/2015 Prudential Financial - Newark, NJ

Generated $14.5 million in total life insurance sales in 2015 while supporting two external wholesalers and over 800 financial professionals across New Jersey

Achieved consistent annual performance above plan, and was recognized as a Trophy Winner in Life Sales in 2012. Conducted bi-monthly virtual training sessions for financial professionals, driving product knowledge, and catalyzing new sales opportunities across the territory.

Advised financial professionals on life insurance strategies, including income replacement, mortgage protection, buy/sell, and key person coverage, estate planning, and wealth transfer. Increased premium generation by assisting with marketing initiatives such as client mailings, seminar planning, and providing effective sales techniques, and closing strategies. SENIOR MARKETING MANAGEMENT/CASE DEVELOPMENT 01/2002 - 01/2008 Prudential Financial

Collaborated with financial professionals to support new business illustrations and case design tailored to client- specific needs.

Demonstrated key illustration features, such as summary reports, contract charges, and expense breakdowns, to enhance sales presentations.

Provided solutions and technical support for questions related to new business application software. Analyzed competitive case situations to offer strategic insights, and improve positioning in the marketplace. Selected as one of four subject matter experts responsible for training financial professionals in life insurance, college education planning, and retirement solutions.

TEAM MANAGER/CUSTOM INFORCE SPECIALIST/FINANCIAL ANALYST 01/1998 - 01/2002 Prudential Financial

Analyzed ledger and annual statements for life insurance policies, ensuring accuracy and clarity for client and advisor review.

Collaborated with financial advisors to explain policy statements and address client-specific concerns. Managed daily operations for a team of 40 staff members, overseeing workflow and team performance. Prepared and delivered weekly and monthly call activity reports to upper management to support strategic decisions.

Monitored inbound call volume and conducted quality control reviews to maintain high service standards. Served as the department's primary phone consultant, providing guidance and support on complex cases. RELATIONSHIP BANKER

Wells Fargo - Millburn, NJ

Wells Fargo – [City, State] – [Dates of Employment]. Built and maintained strong, long-term relationships with high-value customers by delivering tailored financial solutions and exceptional service.

Conducted comprehensive personal financial reviews to identify client needs, and recommend appropriate banking, lending, and investment options.

Partnered with internal specialists, including financial advisors, to provide holistic financial strategies encompassing investments, retirement planning, insurance, and WellsTrade solutions. Actively engaged in community outreach by visiting local businesses and hosting financial education seminars to strengthen community presence and customer relationships. Ensured compliance with SAFE Act registration, and adhered to regulatory policies while maintaining a customer-first approach.

EDUCATION

Fairleigh Dickinson University - Madison, NJ MBA 01/2005

Montclair State University - Montclair, NJ BA

French, Economic, 01/1995

French Government Scholarship - Paris, France

Computer Programming/Engineering, Management, 01/1989 SKILLS AND LICENCES

Series 6 and 63 & Life (NY, NJ, VA)

Salesforce customer data system software

CDS client management system

Lotus Notes, Outlook

Microsoft Windows, Word, Excel, Access, and PowerPoint High Gear software

Certificate of Achievement from the National Auto Academy LANGUAGES

Fluent in English

Fluent in French

Fluent in Farsi

Fluent in Dari

Fluent in Pashto

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