Michael Kelleher
Summerfield
Summary
Results-oriented professional with over 35 years experience in the financial services industry. Focused energy and effort in the credit union movement. Expertise in loan protection products, risk management and sales leadership. Skilled in fostering strategic partnerships and enhancing team productivity. Specialty in building high-performing teams and growing relationships, consistently exceeding sales targets while enhancing customer satisfaction and loyalty.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Regional Vice President
Frost Financial Services
06.2015 - 04.2025
- Developed and implemented strategic initiatives to enhance regional growth and client engagement.
- Fostered relationships with key stakeholders, ensuring alignment of business objectives and client needs.
- Spearheaded regional marketing campaigns, increasing brand visibility and customer acquisition rates significantly.
- Exceeded annual sales targets consistently, employing deep understanding of market trends and customer needs to perform effective sales tactics.
- Delivered regular progress reports to senior leadership, providing clear metrics on regional performance against company goals.
- Maintained a deep understanding of the competitive landscape, adjusting strategies as necessary to maintain or improve market positioning.
- Built high-performing teams through ongoing training programs, coaching sessions.
- Negotiated favorable terms in high-stake contracts, safeguarding company interests while fostering long-term relationships with key clients and suppliers.
- Identified and qualified customer needs, negotiated and closed profitable projects with high success rate.
Regional Vice President of Sales
Transamerica Life Insurance Company
04.1996 - 06.2015
- Directed regional sales strategy to maximize growth and market penetration.
- Fostered relationships with key clients to enhance customer retention and loyalty programs.
- Evaluated competitive landscape to identify opportunities for expansion and revenue growth.
- Created a results-driven culture by setting clear expectations, providing ongoing feedback, and recognizing outstanding achievements.
- Established strategic partnerships to drive business development and maximize revenue opportunities.
- Expanded market share with targeted prospecting and effective negotiation techniques.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Education
Bachelor of Science - Sales And Marketing
Ball State University
Muncie, INSkills
- Loan Protection Product Management (Payment Protection, GAP, Auto Warranty, CPI/VSI, Membership Benefit Programs
- Relationship Building and Key Account Management
- Strategic Decision-making
- Contract negotiations
- Implementation management
- Staff Training and Development
- Program oversight
- Teamwork and collaboration
- Problem-solving abilities
- Excellent communication
- Organizational skills
Certification
Licensed Insurance Agent in Life & Health and Property & Casualty business lines.
Timeline
Regional Vice President
Frost Financial Services
06.2015 - 04.2025
Regional Vice President of Sales
Transamerica Life Insurance Company
04.1996 - 06.2015
Bachelor of Science - Sales And Marketing
Ball State University