Open To Work
Robert Jupille
Goleta,CA
Summary
Results-driven Sales and Account Management Executive with over 20 years of experience in revenue growth and client relationship management. Expertise in CRM tools and consultative sales to exceed targets. Proven ability to negotiate high-value deals and expand market share while building customer loyalty.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Benefits Advisor
Aflac, Inc
09.2025 - Current
- Act as a true advisor to help small employers attract and retain employees.
- Conducted open enrollments to streamline employee onboarding process and facilitate smooth transitions.
- Manage claims process to ensure prompt payment to employees.
- Generated and closed supplemental insurance for local businesses, enhancing their employee benefit offerings.
- Use social media, in-person visits, email, calling to generate opportunities.
- Achieved 2 of 3 fast start bonuses within first 90 days, demonstrating strong sales performance.
Business Develop Manager
BBSI, Inc
03.2025 - 09.2025
- Drove sales of PEO services for SMBs, reducing Workers’ Compensation costs through proactive safety measures and relieving administrative burden to enable employers to focus on business growth.
- Generated new opportunities via direct marketing to local centers of influence (insurance brokers, CPAs, fractional accountants, and business attorneys) and targeted industries.
- Sourced leads through LinkedIn, Google search, Hubspot, lunch and learns, and webinars, enhancing lead generation efforts.
- Increased referral sources by 15% in first 60 days.
- Received first submission in 45 days from start.
Business Performance Advisor
Insperity
12.2021 - 03.2025
- Drove sales of PEO and traditional HR solutions for SMBs, contributing to operational efficiency and revenue growth
- Generated new leads via ZoomInfo, LinkedIn, and in-person networking, bolstering the sales pipeline
- Developed targeted outbound campaigns and conducted discovery calls to address HR challenges and align solutions with client needs
- Received First Year Quick Start, First Year President’s Club, and Second Year President’s Club for outstanding performance
Account Manager
Telecom Network Supply
05.2021 - 10.2021
- Managed client relationships to ensure satisfaction and retention.
- Developed strategic account plans to align with client goals.
- Re-established connections with former customers, negotiating contracts with Tier 1 wireless carriers to enhance business relationships
- Leveraged LinkedIn, Hubspot, and LeadIQ for targeted outbound prospecting and lead generation efforts
- Coordinated contract negotiations with suppliers and service providers.
Account Manager, T-Mobile Markets
Tempest Telecom Solutions
02.2019 - 04.2021
- Exceeded sales quotas by 125%, closing high-value deals and strengthening customer relationships
- Expanded sales of telecom equipment and repair services across 53 T-Mobile markets, resulting in significant revenue growth
- Led market re-engagement efforts, reopening three underperforming regions and enhancing market presence
President
RTJ Financial Management, Inc.
01.2003 - 01.2019
- Boosted client acquisition and refined revenue streams to support ongoing business growth
- Delivered fee-only financial planning for high-net-worth individuals, ensuring long-term financial success
- Crafted and implemented marketing strategies through PR, direct mail, and networking initiatives to enhance brand visibility
- Appeared in national and local media (Santa Monica Daily Press, KCAL 9 News) as a financial expert
Education
Bachelor of Arts - Business/Economics
University of California, Santa Barbara
Santa Barbara, CA06-1989
Skills
- Sales Strategy & Execution
- Health insurance knowledge
- Open enrollment facilitation
- Customer relationship management
- Lead generation techniques
- Business development strategy
- Market analysis skills
- Effective communication
- Client advocacy
- Active listening
- Professional demeanor
- Benefits administration tools
- Strategic planning
- Interpersonal communication
- Negotiation skills
- Employee benefits systems
- Leadership skills
- Client Relationship Management
- Key Account Management
- Revenue growth
- CRM tools
- Deal negotiation
- Data analysis
- Strategic planning
Websites
Licenses Affiliations
- CA Life & Health Insurance Licensed
- Board of Directors – Ventech
- Past President – UCSB Alumni Association Board of Directors
- President – Brandon Elementary PTA
Certification
Life, Health and Disability Agent License with the State of California
Accomplishments
1st and 2nd Year President's Club winner in my first 2 years at Insperity.
Work Preference
Job Search Status
Open to workLocation Preference
RemoteHybridSalary Range
$100000/yr - $200000/yrTimeline
Benefits Advisor
Aflac, Inc
09.2025 - Current
Business Develop Manager
BBSI, Inc
03.2025 - 09.2025
Business Performance Advisor
Insperity
12.2021 - 03.2025
Account Manager
Telecom Network Supply
05.2021 - 10.2021
Account Manager, T-Mobile Markets
Tempest Telecom Solutions
02.2019 - 04.2021
President
RTJ Financial Management, Inc.
01.2003 - 01.2019
Bachelor of Arts - Business/Economics
University of California, Santa Barbara