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Description
This 4-hour personalized sales coaching program is designed to help you turn more conversations into clients by improving the way you conduct discovery, communicate value, handle objections, follow up, and close. We’ll begin by evaluating your current sales process and identifying where opportunities are being lost. From there, we’ll work on asking better questions, uncovering the customer’s real needs, building trust, presenting your value clearly, handling objections, and confidently asking for the business. This is highly interactive coaching. We’ll role-play real sales situations, break down conversations that didn’t go as planned, and develop strategies you can immediately apply to your own prospects and clients. I bring more than 20 years of sales and financial-services experience as both an individual producer and sales leader. Throughout my career, including my experience as a Sales Manager, Partner, and Senior Partner, I’ve recruited, trained, coached, and developed hundreds of financial professionals. The four hours are customized around your industry, sales process, experience level, and specific challenges.
What you'll get from this package
Personalized Sales Assessment & Improvement Plan
Discovery & Questioning Framework
Objection-Handling, Follow-Up & Closing Strategy
Live Sales Role-Play, Feedback & Action Plan
Additional details
Coaching delivered via live sessions.
My coaching is practical, personalized, and interactive. We’ll work through your actual sales challenges rather than relying only on theory. I’ll help you identify where your process is breaking down, role-play real conversations, provide direct feedback, and develop specific strategies you can immediately apply. Each session will focus on improving both your sales skills and your confidence in real client conversations.
Services included:
Presentation Skills
Sales Strategy
Negotiation Skills
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.
$575
4h of coaching