Summary
Overview
Work history
Education
Skills
Affiliations
References
Timeline
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Sarah Higgins

Edinburgh

Summary

Accomplished professional with expertise in strategic client development and business growth strategies. Demonstrates proficiency in lead generation, pitch and propositional management, and cross-selling initiatives. Skilled in market and competitor analysis, utilising CRM and pipeline tools to enhance sales forecasting and reporting. Adept at project management and delivery, fostering cross-team collaboration to drive revenue growth. Committed to gathering client feedback for continuous improvement, with a focus on achieving long-term business development goals.

Overview

28
28
years of professional experience
25
25
years of post-secondary education

Work history

Business Development Account Manager

Scottish Widows
Edinburgh
01.2024 - 05.2025
  • Building strong and valuable relationships with financial advisers to deliver and exceed annual targets.
  • Developing long-term strategic plans that evolve to deliver increasing value and enhancing panel depth.
  • Designed a new sales strategy in collaboration with marketing and insight teams, successfully launching it across the entire sales force to generate a new revenue stream.
  • Closed deals totalling over £25M+ in annual revenue over the next 3 years by identifying and negotiating enhanced terms for high value prospects.
  • Supported financial advisers with tailored content solutions to enhance client engagement and meet regulatory requirements.

Pension Account Manager

Royal London
Edinburgh
05.2007 - 12.2023
  • Exceptional coaching skills, supporting new recruits and providing a sound board for experienced members for sales angles.
  • An individual who gets results using excellent interpersonal skills both personally and part of a team to deliver within tight deadlines.
  • Tenacious and passionate in approaching every situation to deliver short, and long-term objectives.
  • Developed a cold panel of investment writers into supporters for the launch of a new investment bond.

Direct Sales Representative

Standard Life
Edinburgh
11.1997 - 05.2007
  • Exceeded all call and client targets.
  • Developed relationships directly with customers across a full spectrum of products from mortgages to pensions.
  • Delivered a series of customer engagement training courses to the customer services division.

Education

CII Full Certificate - Financial Planning

01.1998 - 01.2016

BA (hons) - Psychology

Luton University
01.1994 - 01.1997

A-Levels - English, Business Studies, Psychology, General Studies

JC College
01.1990 - 01.1994

Skills

  • Strategic Client Development
  • Lead Generation and Prospecting
  • Pitch & Propositional Management
  • Revenue & Growth Strategy
  • Business development
  • Cross-Selling Initiatives
  • Market and Competitor Analysis
  • CRM & Pipeline Tools
  • Revenue & Growth Strategy
  • Project Management & Delivery
  • Cross Team Collaboration
  • Sales Forecasting & Reporting
  • Client Feedback & Insight Gathering

Affiliations

  • Walking
  • Cooking
  • Swimming

References

References available upon request.

Timeline

Business Development Account Manager

Scottish Widows
01.2024 - 05.2025

Pension Account Manager

Royal London
05.2007 - 12.2023

CII Full Certificate - Financial Planning

01.1998 - 01.2016

Direct Sales Representative

Standard Life
11.1997 - 05.2007

BA (hons) - Psychology

Luton University
01.1994 - 01.1997

A-Levels - English, Business Studies, Psychology, General Studies

JC College
01.1990 - 01.1994

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Sarah Higgins