
COMPANY OVERVIEW:
The Sovereign Group is a large international trust company with 26 offices around the world. Sovereign’s core business is setting up and managing onshore and offshore companies, trusts and other structures to meet the specific personal or business needs of our clients. Typically these needs would include tax planning, wealth protection, foreign property ownership, pension planning and facilitating cross-border business.
JOB SPECIFICATION:
Graduate or recently qualified Lawyer with a working knowledge of general company, commercial and trust law.
JOB PURPOSE:
To provide an efficient and responsive sale, administration and after-sales service for companies and related products and services sold or offered for sale by Sovereign Trust. This position will be of key importance within the organisation and the successful candidate must have the ability to sell themselves and Sovereign Trust’s services. Previous company formation and/or sales experience within a fast-paced Client facing environment would be preferable. You should be able to demonstrate the ability to effectively plan and organise your workload and the initiative to resolve issues as well as respond to client’s enquiry quickly in an appropriate manner.
MAIN DUTIES:
- Following up new business opportunities and setting up meetings. She/He will develop new business relationships, generate and negotiate new income for Sovereign to an agreed annual target, to increase year on year.
- Conducting meeting with Clients and/or Intermediaries (Lawyers, Accountants, Financial Advisors, etc.) will be a daily activity. The Consultant needs to be confident in their knowledge and abilities.
- Identify sales leads, pitch our services to new clients and maintain a good working relationship with new contacts. Presenting Sovereign to potential clients through direct communication in face to face meetings, telephone calls and email proposals. The potential employee will be expected to spend 50% of your time out of the office in meetings.
- Communicating new product developments to prospective clients. Responsible for her/his own lead generation and appointment setting.
- Overseeing the development of marketing literature/writing reports/providing management with feedback.
- Actively and successfully manage the sales process: lead generation, credentials pitch, asking questions, solution pitch, negotiation, close, handover to the account management team.
- Possess drive, motivation and acute attention to detail in ensuring all sales opportunities to Sovereign Group are captured and explored.
- She/He will have individual responsibility for new business, and is expected to self-manage; however, the Consultant will be part of a growing team of people with the same job title. Support is available by the managing and Sales Director for complex large pitches and strategies.
- As a representative of Sovereign Group at industry events and tradeshows, your professional manner and polished appearance will aid your intention of gaining new business leads and contacts.
- Create and be accountable for all client proposals and any further documentation, following Sovereign Group procedures.
- She/He will effectively interact with other departments including the account management and admin team when handing over incorporation documents ensuring you fully and correctly brief in all aspects of the sale.
- Ensuring Sovereign remains proactive and responsive to prospective clients.
- To deal with all customer contact effectively, and courteously, in line with our client’s policies and procedures.
- To respond to routine correspondence and enquiries from clients and other staff members.
ADDITIONAL DUTIES:
You may be required to perform other ad-hoc tasks within the company that may be deemed necessary.
PERSONAL SPECIFICATION:
- Educated to degree level, Admitted Attorneys will be most desirable.
- Have excellent written and verbal English language capabilities – understand Afrikaans is preferable.
- Have an eye for detail.
- Be a fast learner.
- Be driven; be able to use their initiative.
- Hard working, honest and open.
- Administration experience within the Financial Services Industry a plus.
- Company Formation experience is a bonus.
- A good deal of common sense, etiquette and an ability to think on one’s feet.
- Good computer literacy (MS Office suite).
- Excellent organisational skills.
- Professional telephone manner.
- Proven ability to work under pressure and to tight deadlines.
- Bright, confident personality.
- Well presented.
- Highly personable.
- Flexible and mature approach with the ability to work unsupervised.
OTHER SKILLS AND QUALIFICATIONS:
Networking, Persuasion, Prospecting, Public Speaking, Research, Writing, Closing Skills, Motivation for Sales, Prospecting Skills, Sales Planning, Identification of Customer Needs and Challenges, Territory Management, Market Knowledge, Meeting Sales Goals, Professionalism, CRM, and Microsoft Office.
The successful applicant will join a vibrant office of lawyers, company secretaries and business consultants.
Interested applicants should initially apply by hand written letter clearing stating why they think they are suitable for this position. The letter must state current and expected salary and enclose a colour photograph of the Applicant and full CV. The letter together with the other documents may be emailed to Richard Neal (rneal@SovereignGroup.com).
The Applicants chosen for an interview will be contacted and interviewed between the beginning of October and the beginning of December 2017. The Candidate chosen to join Sovereign Trust Johannesburg Office will start at the beginning of 2018.