This workshop is designed to educate intermediaries on their role as an independent business leader. Participants will discover the attributes of an effective entrepreneurial mindset and develop an appreciation for the critical role of sound management in building a sustainable practice.
At the end of the session, participants will be able to:
Discuss the nature of the business relationship between insurer and intermediary
Explore the applicable forms of business organization and choose which is best for their practice
Explore ways to market their practice and grow their client base.
Recognize the legal and financial obligations attached to different options.
Understand operational risk and identify common behavioral traits of successful sales people
Explore Intrapreneurship and their role in effecting change within the wider organization
Robert Baptiste, BBA (Fin.), MSc. Int’l Fin.
Robert is an entrepreneurial business leader with a special interest in financial literacy and its role in economic development. He is passionate about the quality of governance and leadership within local and regional organizations. He holds a Bachelors of Business Administration (Finance and Marketing) with Distinction, from the University of New Brunswick, and an MSc in International Finance from the Arthur Lok Jack Global School of Business, UWI.
He is an educator with 20 years’ experience teaching and training locally and internationally. Robert holds the position of Corporate Trainer at a local multi-line insurance group, and is also a member of faculty attached to the Accounting and Finance Department at a leading tertiary-level institution, where he functions as lecturer, corporate training facilitator, second examiner and consultant course writer. He is owner and principal consultant of a strategic business consulting practice.