For life insurance advisors who care deeply — but do not want to sound like salespeople.
Live on Zoom · 2 Hours a Day · 4 Hours TotalYou know your products.
But sometimes, the conversation is the hard part.
You know life insurance. You know the features, benefits, and solutions you can offer. But sometimes you find yourself wondering how to help the client see the value, how to make the conversation flow naturally, and how to recommend without feeling like you are pushing.
There is another way to approach the conversation. Sell Like a Consultant, Not a Salesperson™ is a 2-day interactive Zoom workshop — 2 hours per day — designed to help you build better conversations and connect what you learn from the client to the right recommendation.
Choose Your Run & Start EnrollmentFour live runs available. Choose the schedule that fits your week.
If you've ever thought…
"I know what I want to recommend,
but I don't know how to get there naturally."
- "I don't want to sound like I'm selling."
- "I ask questions, but sometimes the conversation still feels like an interview."
- "I explain the product, but the client still doesn't seem to see the value."
- "I don't want to convince people."
- "I want the client to understand and decide for themselves."
Then this workshop is for you.
Because selling isn't only about what you know. It's also about what happens in the conversation.
Meet the framework
Two moves, not a script.
- Not another sales script.
- Not another closing technique.
- A different way of approaching the conversation.
1
Build the conversation
Learn how to create a genuine two-way conversation where you can understand the client before moving toward a recommendation.
2
Bridge to the recommendation
Learn how to connect what you discover from the conversation with what you know about your products.
The client gives you the direction.
Your expertise helps you navigate it.
The Shift
Courage isn't the absence of fear.
What changes
- Instead of presenting immediately, you understand first.
- Instead of trying to convince, you create clarity.
- Instead of forcing the recommendation, you connect what you discover with what you know.
What stays
- You may still feel nervous.
- You may still wonder what to say next.
- That's human — and the framework still works.
The real goal
The goal isn't to become better at convincing people.
It's to become better at having the conversation.
You will still hear yes. You will still hear no. You will still hear not yet.
That's part of selling. The goal is to become better at the conversation.
What you'll learn
You will learn how to…
- Have better two-way conversations
- Ask questions that move the conversation forward
- Understand what the client really needs
- Create clarity without overwhelming the client
- Communicate your product knowledge in a way that makes sense
- Move naturally from conversation to recommendation
- Sell with more clarity, confidence, and less pressure
No script to memorise.
Just a better way to have the conversation.
The four hours
2 hours a day × 2 days.
Build the conversation
Learn how to create a two-way conversation, ask better questions, and understand the client before moving toward a recommendation.
Bridge to the recommendation
Learn how to connect what you discover from the conversation with what you know about your products.
This is not four hours of lecture. There is room for discussion, questions, examples, practice, stories, and adlib. Because learning something is only the beginning — the goal is to learn it, and use it.
Who is this for
For advisors who want better conversations.
- You know your products but want to communicate them better.
- You want to ask better questions.
- You want to understand before recommending.
- You want to guide without forcing.
- You want to sell with more clarity and confidence.
You can be experienced in life insurance and still be a beginner in this particular pursuit.
What happens after this workshop?
This is the first step, not the whole road.
This workshop gives you a new way to approach the sales conversation.
And if you're ready to go deeper — to practise these conversations, work through real situations, and develop the skills further — there is a next step.
The flagship intensive
Consultative Selling for the Filipino Market™
A 5-day Zoom program designed to take the conversation further through intensive training and practice. Four days of training plus graduation day, where what you learn becomes something you can actually use — with the Filipino market in mind. This workshop opens the door. The next program takes you further.
What advisors say about Coach Tati's classes
What changed in their conversations.
Coach Tati helped us change our positioning into a simpler and better presentation.
Life Insurance Advisor
Ms. Tati makes it easier for financial advisors to present the best features of insurance. She made it relatable and efficient.
Life Insurance Advisor
Coach Tati’s sessions offer the real deal in navigating insurance with ease, simplifying complexities to provide actionable strategies for success.
Life Insurance Advisor
Coach Tati's classes are designed to be interactive, practical, and immediately usable.
You don't just learn something. You learn it. Then you use it.
Reserve Your Seat
Choose your run and reserve your seat.
Both live sessions on Zoom (2 hours each) · Build the conversation, then bridge to the recommendation · Your choice of run
Pick the run that fits your week
Every run is the same two-day workshop, live on Zoom — 2 hours per day, 4 hours total.
October 22–23, 2026
Thursday & Friday
7:00 – 9:00 PM
Choose this run → Run 6November 5–6, 2026
Thursday & Friday
7:00 – 9:00 PM
Choose this run → Run 7November 12–13, 2026
Thursday & Friday
10:00 AM – 12:00 NN
Choose this run → Run 8November 19–20, 2026
Thursday & Friday
7:00 – 9:00 PM
Choose this run →Where to send your ₱2,200
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Tatiana Cyrile Alvarez Castro, also known as Coach Tati, has been part of the life insurance industry since 2009. She spent almost 12 years as a licensed life insurance advisor, from June 2009 to February 2021, and served as a Unit Manager from January 2013 to December 2019 — seven of those twelve years, all while continuing to advise clients herself. 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.
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