Sell with LinkedIn / Sales Navigator / Financial Services

LinkedIn Sales Navigator for financial services

Identify high-value banking, insurance, and wealth-management buyers — and leverage Sales Navigator’s real-time insights to acclerate revenue.

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Banking ↓

Insurance ↓

Asset and wealth management ↓

Put your clients first with LinkedIn Sales Navigator

Sales Navigator gives you a thoughtful understanding of your customer's needs and updates you on their careers.

8 million+

Global financial decision makers on LinkedIn working at 4 million+ companies

18% increase

In business opportunities with 30% larger deals when sellers in finance use LinkedIn Sales Navigator

16 million

Daily actions among Financial Services professionals on the platform

Sales tips for banking

Banking begins with productive conversations and qualified appointments, gaining insights into your sales prospects and their goals, and planning a strategy with accurate data before converting. Here you’ll find helpful resources for B2B sales.

Finding a competitive edge in banking relationships

Explore key insights from the 2025 U.S. Commercial Banking Study, revealing how finance professionals are deepening banking relationships, leveraging referrals, and using social media to drive engagement and growth.

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Staying ahead

Digital is providing a frictionless, paperless, more convenient customer experience in financial services. Discover how two leaders are using digital sales solutions to accelerate their bank’s growth

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Virtual relationship building in commercial banking

The numbers speak for themselves. See how Sales Insights and Sales Navigator are helping bankers better connect with customers to create new opportunities in B2B sales.

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Sales tips for insurance

Insurance is about gaining your client’s trust in financial services — protecting them from the unforeseen — and having the necessary data to make smart decisions. Learn more on how to streamline the B2B sales process.

Grasp new sales opportunities in the world of insurance

Answering customers’ demands for a quick purchase journey in financial services. Being able to offer new lines of protection. Read how digitalization can play an integral role in B2B sales.

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Increase your connections with insights from LinkedIn

Spend less time processing information and sales prospecting, and more time developing your relationships. Here are sales tips on how to do it.

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Case study: Marsh

This global insurance broker and risk advisor unified its sales approach across nine regions by centralizing Sales Navigator — standardizing processes and helping teams collaborate more effectively to drive greater value.

LinkedIn for Asset Management

Investor confidence is rising and so are new opportunities. The more seamless your connection is with clients now, the greater the trust and more you can help them long term. This is a good place to start.

The art of engagement: How advisors are strengthening relationships

Coalition Greenwich and LinkedIn reveal how evolving client expectations, digital behaviors and AI adoption are reshaping the financial advisory business.

Growing the value of investment advice

Our report reveals how financial advisors can leverage LinkedIn to grasp this opportunity. It explores how trusted referrals, personalized outreach and tailored content come together to help them meet investors at the moment advice is most valued.

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Case study: Merrill Lynch

This global wealth management firm shifted away from cold calling to a more relationship-led sales approach. Learn how Sales Navigator helps teams use LinkedIn insights and data to identify the right prospects and engage them more effectively.

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