How to use LinkedIn to find financial broker sales leads

Linkedin is an excellent way to find leads for insurance or financial products, so let’s see how to use LinkedIn to find financial broker sales leads.

Let’s start thinking of which are the best-paid jobs in your area. To have a quick and easy overview, we just searched on Google “highest paid jobs in London 2017” and we ended up with a list like this:

  1. Finance manager
  2. Tax Manager
  3. Design manager
  4. Audit manager
  5. HR Manager
  6. Data scientist
  7. Supply chain manager
  8. Solutions Architect
  9. Scrum master
  10. Communications manager

The professions on your list are the ones you can start targeting at this point on LinkedIn. Let’s see how.

You look for these categories with a second or third level of connection and check the shared connections. Before approaching your target, I suggest you ask your first level connections: “Would you mind introducing me to X, because I do this sort of work and I feel he can benefit from this in these ways [….]? Here’s the email that you could send to X...”

You could then create a quick little email to send to your first connection, ready to be forwarded to his contact, which could go along the lines of: “Dear X, I have a friend,[your name], who is interested in connecting with you. He does this [your field], which has this kind of benefits [enounce briefly]. I thought I’d reach out to introduce him to you”. It will be so much easier now for your first level connection to send this to his own contact. They will know who you are and you’ll have already a first very useful ice-breaker.

Some other professions that you could use to find high-net-worth individuals e probably have a significant income are:

  • Dentists (usually they are owners or part-owners of dentist companies)
  • Accountants
  • President Level
  • CXO
  • VP level
  • Company owners

Here you can learn how you can perform searches using some operators in LinkedIn and find them as your second-third level connections among your contacts.

We hope you find these little tips on how to use LinkedIn to find financial broker sales leads valuable; we crafted them with the aid of PinkSEO.Marketing, whom you can address any kind of Digital Marketing, SEO, Email Marketing and Social Media Management doubt or request.

If you are really good at finding financial broker sales leads, but you don’t like your current company anymore, check the newest broker vacancies and apply to the ones that fit most your skill set, to have your chance for a brilliant New Year, full of working satisfactions!

 

Facebook
Facebook
Google+
Google+
https://junior-broker.com/life/careers/linkedin-to-find-financial-broker-sales-leads/
Follow by Email
RSS
LINKEDIN
Some considerations on GDPR and recruitment companies / job boards
Why do high net worth individuals need a wealth manager?