Sell Like a Consultant, Not a Salesperson™

2-Day Live Workshop

This is your first step toward becoming an Insurance Consultant.

A 2-day live workshop for financial advisors who want calmer conversations, less resistance, and clients who trust their recommendations.

Learn the S.E.L. Framework™—Coach Tati's consultative approach to helping clients make better financial decisions without relying on pressure, scripts, or aggressive selling.

Reserve Your Seat

Four scheduled runs — morning and evening options, so you can pick the one that fits your week.

If you've ever thought…

"I know my products…
so why do client conversations still feel so difficult?"

You're not alone.

Most advisors are taught how to present. Few are taught how to diagnose.

That's why many conversations feel like presentations instead of consultations.

Meet the framework

The S.E.L. Framework™

Not another sales script.
Not another closing technique.
A different way of thinking.

Strength

Know the product deeply enough to explain it naturally.

Emotion

Understand what truly matters before making any recommendation.

Logic

Help clients evaluate instead of trying to convince them.

The Shift

Two ways to sit in the same conversation.

Most advisors

Present first.
Handle objections.
Hope the client says yes.

Consultants

Understand first.
Ask thoughtful questions.
Recommend only after diagnosis.

The real goal

This isn't about becoming better at sales.
It's about becoming the advisor clients trust.

Trust is what consultants have.
Salespeople have to try to earn it.

What you'll learn

In two live sessions, you'll discover how to…

Lower resistance before presenting
Stop sounding scripted
Explain insurance in simple language
Ask questions that help clients think
Recommend with confidence instead of pressure
Build conversations instead of presentations
Introduce protection before illustrations
Shift from selling products to solving problems

Who this is for

This workshop is for you if…

You hate sounding salesy.
You freeze when clients ask technical questions.
You know your products but struggle with conversations.
You want to become the advisor clients naturally trust.

Choose your run

Four dates. Morning or evening.

Every run is the same two-day workshop, live on Zoom. Pick the schedule that fits your week.

Run 1

Thu 20 & Fri 21 August

10:00 AM – 12:00 NN

Run 2

Thu 27 & Fri 28 August

7:00 – 9:00 PM

Run 3

Thu 3 & Fri 4 September

10:00 AM – 12:00 NN

Run 4

Thu 10 & Fri 11 September

7:00 – 9:00 PM

Investment

Two days. One shift.

₱ ____

Per advisor

Reserve Your Seat

Both live sessions on Zoom · The S.E.L. Framework™ in full · Your choice of run

What happens after this workshop?

This is the first step, not the whole road.

This workshop introduces the S.E.L. Framework™—how a consultant thinks.

If you'd like to practise these conversations in depth, handle live objections, and master the complete consultative process, you'll have the opportunity to continue inside…

The flagship intensive

Consultative Selling for the Filipino Market™

A 5-day program on Zoom: four days of intensive training plus graduation day. Where the framework becomes execution—built on Filipino values, not imported scripts.

Reserve your seat

Stop trying to convince people.
Start helping them decide.

Tell me which run works for you and I'll send the details.

Coach Tati has been part of the life insurance industry since 2009. She spent almost 12 years as a licensed life insurance advisor and served as a Unit Manager for 7 of those years. Today, she serves as an Authentic Selling Trainer, Mentor, and Coach to Life Insurance Advisors.

Coach Tati is not affiliated with any life insurance company. The insights, frameworks, and opinions shared through this website, trainings, and programs are based on her personal perspective, professional experience, and continuous learning journey.