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Description
This 6-hour personalized sales coaching program is designed to improve your entire sales process—from generating opportunities and conducting stronger discovery conversations to presenting value, handling objections, following up, and closing. We’ll begin with a detailed assessment of your current sales process to identify where opportunities are being lost. From there, we’ll build a personalized strategy around your strengths, industry, target customer, and specific challenges. Throughout the program, we’ll work on prospecting, pipeline management, discovery and questioning, communicating value, objection handling, follow-up, closing, and creating a repeatable sales process. We’ll also use role-play and real sales situations so you can practice the skills rather than simply discuss them. I bring more than 20 years of sales and financial-services experience as both an individual producer and sales leader. Throughout my career as a Sales Manager, Partner, and Senior Partner, I’ve trained, coached, and developed hundreds of financial professionals. The six hours are customized around your individual needs with the goal of creating a sales system you can continue using after the coaching program ends.
What you'll get from this package
Personalized Sales Performance Assessment
Prospecting, Discovery & Pipeline Framework
Objection-Handling, Follow-Up & Closing Strategy
30-Day Sales Performance Action Pla
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Alberto also coaches for FINRA Exams (Series 7 & SIE) and Leadership Coaching. View all.

Offered by Alberto Q.
Joined September 2026
5.0
Turn Conversations Into Clients with a 20+ Year Sales Leader
I bring more than 20 years of experience in sales, financial services, banking, and leadership. I’ve worked as a Personal Banker, Sales Manager, Financial Advisor, insurance professional, Partner, and Senior Partner at New York Life. Throughout my career, I’ve been responsible for generating business, building client relationships, developing sales strategies, and leading and coaching sales professionals. As a Senior Partner, a major part of my role was recruiting, training, and developing financial professionals. I’ve led training sessions for hundreds of professionals and coached individuals on prospecting, discovery, relationship building, overcoming objections, referrals, closing, accountability, and building a sustainable sales process. My coaching is practical and based on real-world experience not just sales theory. I help clients identify what’s holding them back and build a repeatable process they can confidently execute.
$850
6h of coaching