How to get leads for Pension Funds businesses

The easy way to generate leads for Pension Funds businesses for B2B sales using LinkedIn Sales Navigator

Find another industry

Step 1

Decide if Pension Funds is the right industry to target

The Pension Funds industry

The Pension Funds industry encompasses entities specifically designed to manage and invest funds to provide retirement income benefits. These organizations are exclusively dedicated to serving the employees or members of a sponsoring organization, ensuring their financial security post-employment.

What businesses are included

Pension funds established by corporations, labor unions, and government entities for their employees fall under this industry. For instance, the California Public Employees' Retirement System (CalPERS) and the New York State Teachers' Retirement System are prime examples.

When targeting the Pension Funds industry on LinkedIn, your search will automatically cover all related sub-industries. To maximize the relevance of your leads, you may want to exclude certain sub-industries that don’t align with your ideal customer profile.

Sub-industries included in Pension Funds:

Which businesses are not included

It's crucial to distinguish pension funds from Trusts and Estates. While both manage assets, Trusts and Estates operate under different legal structures and may not solely focus on retirement benefits. For example, a family trust designed to distribute inheritance wouldn't be considered a Pension Fund.

Industry size on LinkedIn

Est. market size

65k

businesses

Est. market size

65k

businesses

Est. market size

65k

businesses

Est. LinkedIn users

870k

users

Est. LinkedIn users

870k

users

Est. LinkedIn users

870k

users

Est. LinkedIn adoption

3

/ 5

Est. LinkedIn adoption

3

/ 5

Est. LinkedIn adoption

3

/ 5

Step 2

Pick job titles to target

Focus your LinkedIn search on these key decision-maker roles within the Pension Funds industry to find high-value leads. These roles are typically involved in B2B purchasing decisions and are most likely to respond to your outreach.

Influential roles in Pension Funds

Chief Investment Officer

Chief Investment Officer

Chief Investment Officer

Portfolio Manager

Portfolio Manager

Portfolio Manager

Director of Investments

Director of Investments

Director of Investments

Pension Fund Trustee

Pension Fund Trustee

Pension Fund Trustee

Retirement Plan Administrator

Retirement Plan Administrator

Retirement Plan Administrator

Setting your lead filters

Open LinkedIn Sales Navigator and select the ‘Leads’ tab. Use the filters on the left side to narrow down your search. Enter 'Pension Funds' in the ‘Industry’ filter, and add the job titles you want to target in the ‘Current job title’ field.

Screenshot showing LinkedIn lead filters
Screenshot showing LinkedIn lead filters

How many leads can I export?

You can export up to 2,500 leads per day from Sales Navigator. If your search results is higher than this limit, consider narrowing your filters or breaking your search results into multiple saved lead lists that can be exported over several days.

Do I have to use LinkedIn Sales Navigator?

Yes, to effectively target specific industries like Pension Funds, you'll need LinkedIn Sales Navigator. It provides the advanced filtering options you need to find the right leads and it has much higher export limits than the regular version of LinkedIn.

What does Sales Nav cost?

Sales Navigator offers a 30-day free trial, after which it costs around $90 per month.

Considering the quantity and quality of the targeted B2B leads you can export from Sales Nav, we think this is a bargain - certainly cheaper than almost any other way of generating leads.

Step 4

Export your leads

  1. Install the Exportli Chrome Extension

To start exporting your leads, first install the Exportli Chrome extension.

Exportli works seamlessly with Sales Navigator and does two main things:

  • It allows you to export lead lists into a CSV

  • It uses 20+ email enrichment providers to find and verify business email addresses for your leads.

When you sign up, you’ll receive 50 free credits to get you started.

  1. Run your lead export

With Exportli installed, you’re ready to run your export. The extension guides you through the process of exporting your selected leads into a CSV file.

Screenshot showing LinkedIn lead filters
Screenshot showing LinkedIn lead filters

Step 5

Import to your CRM or email tool

With your leads exported to a CSV file, you can now import them into your CRM or email outreach tools.

Most tools will let you import CSVs including:

Salesforce
Apollo
Hubspot
Zoho CRM
Pipedrive

Start exporting Pension Funds leads today

First 50 credits free, no credit card required