Complete Sales Performance Accelerator
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's included
Session 1 — Sales Diagnostic & Strategy Where are you losing business? Prospecting? Discovery? Follow-up? Objections? Closing? Session 2 — Prospecting & Pipeline Target customers, lead generation, referrals, outreach, follow-up and pipeline organization. Session 3 — Discovery & Questioning Learn to uncover problems, priorities, motivations and buying criteria before presenting a solution. Session 4 — Presenting Value Position your solution around what the prospect actually cares about rather than giving a generic pitch. Session 5 — Objections & Closing Price, timing, competition, indecision, “I need to think about it,” and asking for the business. Session 6 — Role-Play & Sales Operating System Practice real scenarios and build the client’s ongoing weekly sales process.
- Personalized Sales Performance Assessment
- Prospecting, Discovery & Pipeline Framework
- Objection-Handling, Follow-Up & Closing Strategy
- 30-Day Sales Performance Action Pla
Meet your expert
Alberto Q.
I’m a financial services professional with nearly 20 years of experience in banking, sales, leadership, insurance, and financial advising. Throughout my career, I’ve progressed from Personal Banker to Sales Manager, Financial Advisor, Partner and Senior Partner at New York Life, where a major part of my role involved recruiting, training, coaching, and developing financial professionals. As a Senior Partner, I regularly led training classes and helped professionals prepare for FINRA licensing exams while also developing their sales, communication, and business-building skills. I’ve coached hundreds of professionals throughout my career and understand that success requires more than memorizing information—it requires understanding the material, developing confidence, and knowing how to apply what you learn. Today, I coach individuals preparing for the SIE and Series 7, as well as financial professionals and sales leaders looking to improve their sales, management, and leadership skills. My coaching style is practical, straightforward, and personalized to where you are and what you want to accomplish.