Kareem Streeter
Peoria,AZ
Summary
Dynamic Retirement and Education Counselor with a strong passion for guiding individuals in achieving financial and retirement aspirations. Over 15 years of experience in financial services, complemented by a decade of managerial roles in retail and hospitality, showcasing expertise in problem-solving, reporting, and team building. Recognized for exceptional organizational skills, time management, and adaptability, with a proven ability to swiftly learn and implement new strategies. Committed to utilizing these strengths to foster team success and drive organizational growth.
Overview
1
1
Certification
20
20
years of professional experience
Work History
Virtual Retirement Education Counselor
Empower Retirement
01.2021 - Current
- Lead and represent educational meetings focused on plan features.
- Facilitate meetings with plan sponsor and advisors
- Educating on various wealth management strategies, financial planning, tax optimization, and income optimization
- Document and preserve meeting history to enhance relationships for upcoming meetings
- Achieved over 100% of attendance goal in 2025 and am on same pace for 2026.
Account Manager
Mass Mutual Life Insurance Company
10.2018 - 12.2020
- Provide day-to-day service to Plan Administrators including, but not limited to, participant enrollment, deferral changes, contribution discrepancies
- Support annual audit for pye and testing
- Manage book of business of 30-40 plans with plan asset size $15-$30 million
- Aid newer account managers in transitioning to role and establishing optimal practices
- Thrived in self-directed work environment by achieving objectives effectively.
- Maintained comprehensive records of daily activities utilizing online customer database.
Relationship Management Specialist
Mass Mutual Life Insurance Company
08.2015 - 10.2018
- Identify issues and trends
- Anticipate opportunities and initiate improvements
- Support inquiry resolution and client triage
- Internal dedicated point of contact for assigned RM
- Coordinate/manage all activity to support Relationship Managers book of business - 20-25 plans
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Life New Business-Case Manager (SME)
Mass Mutual Life Insurance Company
10.2013 - 08.2015
- Establish life policies
- Root cause issue resolution liaison
- Set up 30-50 life policies daily
- Nurtured strong relationships with colleagues to elevate workplace morale and encourage employee retention.
- Exhibited professional demeanor by remaining calm while addressing dissatisfied or irate customers.
- Recognized problems, evaluated insights, and implemented strategic resolutions.
- Resolved challenges, optimized processes, and ensured outstanding service.
Annuity New Business-Team Lead
Mass Mutual Life Insurance Company
10.2006 - 10.2013
- Educated staff on organizational mission and goals to help employees achieve success.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Maintained database systems to track and analyze operational data.
- Provided professional services and support in dynamic work environment.
- Collected, arranged, and input information into database system.
- Reviewed and processed 40-50 Annuity applications daily
Education
Associate of Arts - Business Administration And Management
Springfield Technical Community College
Springfield, MA05-2006
Bachelor of Science - Business Administration And Management
University of Phoenix
Tempe, AZ05-2009
MBA - International Business Management
University of Phoenix
Tempe, AZ06-2011
Skills
- Training facilitation
- Proficient in written and oral communication
- Strong time management
- Critical thinking for solutions
- Proficient in Microsoft Office Suite
- Effective presentation skills
- Operational efficiency management
- Cross-functional teamwork
Certification
- FINRA Series 63 - Uniform Securities Agent State Law Exam (S63)
- FINRA Series 6 - Investment Company and variable Contracts Products Representative Exam (S6)
Timeline
Virtual Retirement Education Counselor
Empower Retirement
01.2021 - Current
Account Manager
Mass Mutual Life Insurance Company
10.2018 - 12.2020
Relationship Management Specialist
Mass Mutual Life Insurance Company
08.2015 - 10.2018
Life New Business-Case Manager (SME)
Mass Mutual Life Insurance Company
10.2013 - 08.2015
Annuity New Business-Team Lead
Mass Mutual Life Insurance Company
10.2006 - 10.2013
MBA - International Business Management
University of Phoenix
Bachelor of Science - Business Administration And Management
University of Phoenix
Associate of Arts - Business Administration And Management
Springfield Technical Community College