MICHAEL GROBERG
Idaho Falls,ID
Summary
Sales and relationship-management professional who develops new business, closes insurance and financial solutions, and supports client decisions with clear product guidance. Recognized for strong prospecting, follow-through, and retention, with a background in financial analysis, risk awareness, and compliance-focused account support.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Client Advisor
TETON RETIREMENT ADVISORS
Idaho Falls, ID
08.2026 - Current
- Achieved top producer status in sales and customer retention through proactive client engagement and diligent follow-through.
- Closed health, life, and Medicare insurance policies by identifying client needs and effectively presenting suitable coverage options.
- Develop tailored financial strategies and educate clients on products and market considerations to support informed decisions.
- Executed regular follow-ups, addressed client inquiries, and enhanced relationships through attentive service.
Client Advisor
THE BUCKNER COMPANY
Idaho Falls, ID
05.2025 - 05.2026
- Drove revenue growth by developing and closing commercial insurance opportunities across diverse industries.
- Built relationships with business owners and decision-makers through consultative sales and ongoing account management, enhancing client satisfaction.
- Identified customer needs and recommended tailored insurance solutions, clearly communicating product features to ensure understanding.
- Generated new business through prospecting, networking, referrals, and relationship development, consistently achieving sales targets.
- Collaborated with underwriters to evaluate applications, assess risk, and support appropriate policy decisions.
Client Advisor
GROBERG WEALTH MANAGEMENT
Idaho Falls, ID
08.2003 - 05.2025
- Built and maintained long-term client relationships through personalized financial guidance, responsive service, and needs-based recommendations.
- Analyzed client circumstances, goals, obligations, and investment needs to develop appropriate financial and portfolio strategies.
- Educated individuals, employees, and small businesses on financial products and investment concepts, enabling informed financial decisions.
- Managed financial assets for employees and small companies, ensuring alignment with client objectives and adherence to regulatory requirements.
- Conducted ongoing client meetings, reviewed performance, and addressed questions, delivering timely recommendations for enhanced client satisfaction.
Manager
GHG INVESTMENT COMPANY
Idaho Falls, ID
08.2003 - 05.2005
- Managed residential and commercial real estate development and investment activities, leveraging financial, operational, and strategic analysis to optimize outcomes.
- Coordinated complex projects and relationships among clients, business partners, and stakeholders, ensuring alignment and achievement of project objectives.
- Meet with clients and business partners to explain opportunities, review performance, resolve questions, and identify additional needs.
- Executed acquisition, entitlement, engineering, and infrastructure development activities, facilitating successful lot sales and commercial leasing.
- Develop investment strategies based on financial objectives, market conditions, and risk considerations.
Manager
DELOITTE & TOUCHE
Phoenix, AZ
09.2001 - 08.2003
- Evaluated accounting practices and financial information to ensure accurate reporting and effective financial management.
- Applied compliance and risk-management principles while conducting financial statement and accounting audits.
- Collaborated with client organizations and accounting professionals to convey findings and promote sound business practices.
- Developed operational policies and streamlined workflows to enhance organizational efficiency.
Education
Master - Accounting
BRIGHAM YOUNG UNIVERSITY
Provo, UT06-2001
Skills
- Territory & Account Development
- Customer Education & Product Communication
- Relationship Building & Customer Retention
- Cross-Functional Collaboration
- Regulatory Compliance & Ethical Conduct
- Business Planning & Performance Reviews
- Consultative Selling & Prospecting
- Sales Growth & Opportunity Identification
- Needs Assessment & Solution Positioning
- Problem Resolution & Customer Support
- Market, Risk & Financial Analysis
- Stakeholder & Project Coordination
Personal Information
Title: SALES & ACCOUNT MANAGEMENT | CUSTOMER EDUCATION | BUSINESS DEVELOPMENT
Certification
- Certified Public Accountant (CPA); Certified Insurance Producer — Property & Casualty; Certified Insurance Producer — Life and Health
Timeline
Client Advisor
TETON RETIREMENT ADVISORS
08.2026 - Current
Client Advisor
THE BUCKNER COMPANY
05.2025 - 05.2026
Client Advisor
GROBERG WEALTH MANAGEMENT
08.2003 - 05.2025
Manager
GHG INVESTMENT COMPANY
08.2003 - 05.2005
Manager
DELOITTE & TOUCHE
09.2001 - 08.2003
Master - Accounting
BRIGHAM YOUNG UNIVERSITY