David Lipkus

David Lipkus Email and Phone Number

The Insurance Guy for Dentists @ Groupe financier PEAK / PEAK Financial Group
montréal, quebec, canada
David Lipkus's Location
Greater Toronto Area, Canada, Canada
David Lipkus's Contact Details

David Lipkus work email

David Lipkus personal email

David Lipkus phone numbers

About David Lipkus

Specializing in:• Life, Disability and Critical Illness Insurance • Tax minimization• Mutual Funds and Creditor Protected Segregated Fund Investments• Business Insurance Solutions• RRSP, RESP and TFSA

David Lipkus's Current Company Details
Groupe financier PEAK / PEAK Financial Group

Groupe Financier Peak / Peak Financial Group

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The Insurance Guy for Dentists
montréal, quebec, canada
Employees:
224
David Lipkus Work Experience Details
  • Groupe Financier Peak / Peak Financial Group
    Financial Security Advisor
    Groupe Financier Peak / Peak Financial Group Aug 2022 - Present
    Ontario, Alberta, British Columbia And Nova Scotia
  • London Life
    Financial Advisor
    London Life Dec 2013 - Aug 2022
    Toronto, Canada Area
    As a Financial Advisor, I help clients to formulate and implement sound financial planning strategies. Using insurance and investment products, I help individuals, families, and business owners accumulate wealth, minimize risk exposure, and protect against life's uncontrollable events.
  • Eloqua
    Regional Account Manager
    Eloqua Jul 2012 - Sep 2013
    Toronto, Canada Area
    Responsible for selling Revenue Performance Management and Marketing Automation solution to Marketing, Sales and C-Level Executives.Eloqua's Revenue Performace Management (RPM) solution shines a light on the growth of your business, allowing Executives to make better marketing and sales decisions today...that drive revenue growth tomorrow!Eloqua automates the science of marketing! With Eloqua, marketers can read and automatically respond to their buyers’ Digital Body Language™ and triumph over their biggest challenges:- Drive revenue through more qualified leads - Increase efficiency and effectiveness - Demonstrate value and accountability - Align marketing and salesThe most reputable and fastest growing companies all use Eloqua!
  • Fusion Learning
    Director, Sales Performance
    Fusion Learning May 2011 - May 2012
    We’re Canada’s fastest growing sales effectiveness firm. We provide solutions in three main areas:1/ Sales Strategy, 2/ Practical Sales Management, 3/ Sales and Service Essentials – to enable and embed sales performance. Our clients include industry leaders such as: American Express, Canadian Tire Financial Services, Corby’s, HSBC, Johnson & Johnson, Manulife, Molson Coors, Pfizer Canada, Sony of Canada and TELUS.SpecialtiesSales Effectiveness; Strategic Sales BluePRINT; Practical Sales Management; Sales and Service Essentials
  • Ame Learning
    Vice President, Business Development
    Ame Learning Aug 2010 - May 2011
    -Selling accounting curriculum to colleges in the United States using a revolutionary method of learning that blends textbooks with experiential eLearning tutorials with an online homework solution.-Established close relationships with leading tier one colleges in the United States using consultative sales approach to uncover specific needs, and strategic planning to manage entire account for the long-term.
  • Carswell, A Thomson Reuters Business
    Information Solutions Consultant
    Carswell, A Thomson Reuters Business Feb 2009 - Aug 2010
    -Promoted to a Solutions Consultant, taking on a leadership role for our team-New business development role selling online legal research tools to small to mid-size law firms in the GTA-Delivered customized sales presentations based on clients prioritized needs using consultative needs analysis strategies.
  • Carswell, A Thomson Reuters Business
    Information Solutions Associate
    Carswell, A Thomson Reuters Business Jul 2005 - Feb 2009
    -Presidents Club member two years in a row (2007 & 2008) for achieving over 120% of target.-New business development role selling online legal research tools to small to mid-size law firms in the GTA-Delivered customized sales presentations based on clients prioritized needs using consultative needs analysis strategies.
  • Carswell, A Thomson Reuters Business
    Human Resource Online Sales Representative
    Carswell, A Thomson Reuters Business Oct 2004 - Jun 2005
    Pioneered a virtual sales method selling online referance materials to Human Resource departments across Canada.
  • Blair Technology Solutions
    Business Development Representative
    Blair Technology Solutions Nov 2001 - Aug 2004
    Identified and developed customer relationships with key Executives for our High Availability, Disaster Recovery and Information Technology Continuity Planning Solutions.

David Lipkus Skills

Saas Crm Business Development Sales Sales Process Leadership Management Selling New Business Development Salesforce.com Account Management Marketing Strategy Strategic Planning E Learning Customer Service Sales Presentations Consulting Solution Selling Sales Management Marketing Start Ups Strategy Financial Planning Disability Insurance Life Insurance Insurance Lead Generation Critical Illness Email Marketing Group Benefit Plans Retirement Planning Sales Operations B2b Consultative Selling Team Leadership Investments Strategic Partnerships Mutual Funds Time Management Financial Analysis Healthcare

David Lipkus Education Details

Frequently Asked Questions about David Lipkus

What company does David Lipkus work for?

David Lipkus works for Groupe Financier Peak / Peak Financial Group

What is David Lipkus's role at the current company?

David Lipkus's current role is The Insurance Guy for Dentists.

What is David Lipkus's email address?

David Lipkus's email address is dl****@****ail.com

What is David Lipkus's direct phone number?

David Lipkus's direct phone number is +164740*****

What schools did David Lipkus attend?

David Lipkus attended Dalhousie University.

What skills is David Lipkus known for?

David Lipkus has skills like Saas, Crm, Business Development, Sales, Sales Process, Leadership, Management, Selling, New Business Development, Salesforce.com, Account Management, Marketing Strategy.

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