Toby Guinn Email & Phone Number

Account Executive, Private Equity at CoreTrust

Fort Lauderdale, Florida, United States

Sunrise, Florida, United States

• The primary focus of this role is to acquire new commercial customers with annual company revenues in excess of $4 million up to $300 million via client facing or phone based selling.
• Initially perform an in-depth needs assessment to identify the best fit within our Global Commercial Services product suite and advise the prospect on the right product solution for their need.
• Equally comfortable and capable of closing either a Corporate product sale or a Small Business product sale, depending on customer need.
• Ensure monthly and quarterly sales targets are compliantly achieved through daily call activities; pipeline management and effectively using support resources to facilitate underwriting requirements and approval of the.
• Maintain high levels of product and service knowledge about the Corporate and Small Business suite of products and solutions and clearly communicate appropriate product features and benefits to prospects and their.
• Effectively manage pipeline of prospective customers.

Alpharetta, Georgia, United States

• Build synergistic relationships between publicly traded companies and financial professionals, to introduce companies to long-term investors.
• Develop and maintain professional relationships with financial advisors and C-level executives of publicly traded companies.
• Generate sales through outbound calling and lead follow ups with clients using a variety of sales techniques.
• Update and manage CRM database with potential prospects and existing clients. Assuring all information is recorded and outstanding items are executed in a timely manner.

Atlanta, Georgia, United States

• (GMP) Is an Independent merchant services brokerage firm, specializing in the design and placement of high-quality merchant services solutions, which offer clients the highest increase in retained earnings.
• Coordinated and participated in networking events and trade shows to increase company awareness and to generate new business.
• Collaborated with senior executives to design 50+ proposals, presentations, news letters, ads, press releases.