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Shanshan Wu

Shanshan Wu

Sales consultant

Followers of Shanshan Wu809 followers
location of Shanshan WuDelta, British Columbia, Canada

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  • Timeline

  • About me

    Senior Account Manager at Markham Centre Financial

  • Education

    • University of Toronto - New College

      2008 - 2012
      Bachelor of Arts (B.A.) Economics

  • Experience

    • Holt Renfrew

      Apr 2012 - Oct 2013
      Sales consultant

    • Sun Life

      Dec 2013 - Jul 2019

      -Mentor new manager-Demonstrated ability to lead through influence-Conducted recruiting seminars-Recruited experienced advisors-Master recruiter-Planed, organized and delivered training at the financial centre level-Acquired conflict management skills-Built advanced coaching skills-Acquired effective presentation skills-Understood hot to use emotional intelligence-Acquired in-depth knowledge of collaborative business models-Work effectively with Estate and Financial Planning Services (EFPS) and Workplaces Solutions (WPS) Show less

      • Associate Manager

        Jul 2018 - Jul 2019

      • Sales Manager

        Aug 2015 - Jul 2018

      • Financial Advisor

        Dec 2013 - Jul 2015

    • Markham Centre Financial

      Oct 2019 - now
      Senior Account Manager

    • Sun Life

      Sept 2023 - now
      Advisor

  • Licenses & Certifications

    • Chartered Life Underwriter (CLU)

      The Institute for Advanced Financial Education
      Mar 2018

    • Canadian Investment Funds Course

      IFSE Institute
      Dec 2014

    • Certified Health Insurance Specialist (CHS)

      The Institute for Advanced Financial Education
      Dec 2017

    • Certified Insurance Consultant License (Life & Health), Individual

      Advocis
      Oct 2013

    • Exempt Market Proficiency Course

      IFSE Institute
      Oct 2019

  • Honors & Awards

    • Awarded to Shanshan Wu
      National Builder Award GAMA International Canada Apr 2019
    • Awarded to Shanshan Wu
      Agency Builder Award (Gold) GAMA International Canada 2018 GAMA International Canada's Management Awards were created to recognize the achievement of leaders in the financial services industry.The Agency Builder Award also has two levels, “ABA” and “ABA Gold.” These awards focus on the issue of field development in addition to production and recognize the outstanding achievement in building among GAMA International Canada members.
    • Awarded to Shanshan Wu
      Top Three-National Recruiting Campaign Sun Life Financial, Inc 2018
    • Awarded to Shanshan Wu
      Agency Builder Award (Gold) GAMA International Canada 2017 GAMA International Canada's Management Awards were created to recognize the achievement of leaders in the financial services industry.The Agency Builder Award has two levels, “ABA” and “ABA Gold.” These awards focus on the issue of field development in addition to production and recognize the outstanding achievement in building among GAMA International Canada members.
    • Awarded to Shanshan Wu
      Runner-up – Excellence Cup Sun Life Financial, Inc 2017 The Excellence Cup is the annual recognition program for sales management teams. The winning Financial Centre will have their name engraved on the Excellence Cup and the honour of holding it throughout the year following their achievement. To be recognized in the Excellence Cup standings, the financial centre must achieve a minimum of 100 Excellence Cup points, must have a minimum of 15 advisors and achieve a minimum of 10 points in the Overall Net Gain category.
    • Awarded to Shanshan Wu
      First Place – National Recruiting Campaign Sun Life Financial, Inc 2016
    • Awarded to Shanshan Wu
      Runner-up – Excellence Cup Sun Life Financial, Inc 2016 The Excellence Cup is the annual recognition program for sales management teams. The winning Financial Centre will have their name engraved on the Excellence Cup and the honour of holding it throughout the year following their achievement. To be recognized in the Excellence Cup standings, the financial centre must achieve a minimum of 100 Excellence Cup points, must have a minimum of 15 advisors and achieve a minimum of 10 points in the Overall Net Gain category.