Shipra Goel
Title MDRT Consultant
Year Joined 2016
Years of Experience 5-10 years
Education Masters in Computer Management
Industry Certifications AFP, AFP/AWP/AFC
Years of Experience 5-10 years
Notable Achievements Million Dollar Club Platinum, MDRT, Senior PWM
Specialization Financial Planning, Legacy Planning
Hobbies Cooking, Arts

Shipra Goel

MDRT Consultant

“Nothing is impossible, the word itself says ‘I’m possible!
-Audrey Hepburn

Shipra's Story

I used to work in the Information Technology (IT) Industry and accumulated more than 11 years of experience. I have worked in various roles, led and executed many team projects as a senior in the industry. Upon the recommendation of my father-in-law, and after my first meeting with the Director of Win Financial, Winnie, I realized that I wanted to pursue a career in the Financial Services Industry. I have always been very appreciative of insurance companies, knowing that they exist to cover for all odd times and is so closely knitted to real-life moments. This motivates me to pick up the necessary skills and knowledge of the Insurance Industry. Indeed, it has been a positive career switch for me.

Read More About What Others Have To Say About Shipra

“When me and my husband were looking for health insurance, Shipra immediately came to our mind. Shipra has been a family friend all these years and we know her to be a warm and caring lady. When we approached her, she gladly availed herself and provided us sound advice before we took up the plans. We are 100% satisfied with Shipra’s service!”
-Veena, Executive Officer

“A thoughtful consultant, Shipra ensures that she recommends me suitable products only after she walks through a proper needs analysis process. She is a confident and composed advisor, very dedicated to doing her best for her clients. I am incredibly happy with her 5-Star service!”
-Roshni Agrawal, Homemaker

“I was referred to Shipra through a colleague and she takes care of my family immaculately both as an advisor and friend. I recall an incident when I lost my phone and had technical issues accessing my AIA App. Shipra helped me resolve the issue expeditiously. During Covid-19, Shipra also provided updates and reassured my husband on his investment funds. Thank you Shipra! Your way of handling each query of mine is admirable!”
-Swapna Jagdev, IT Security Analyst