Manager, Bancassurance Sales (Long‑Term Insurance)

Welab Bank Limited; Hong Kong; On-site; HKD 900,000 - 1,100,000; Full time

Benefits offered by this job

Learning stipend

Wellness program

Open office environment

Free snacks and beverages

Job summary

WeLab Bank Limited is expanding its bancassurance sales for long-term insurance in Hong Kong. The role focuses on building a scalable sales model with insurer partners, driving frontline performance, and ensuring compliant growth across both digital and human-assisted channels.

The ideal candidate has a strong track record in bancassurance sales, holds IIQE papers 1–3, and brings at least 5 years of relevant experience with a strategic, data-driven approach to customer engagements.

Qualifications

• Bachelor’s degree or higher in Business, Finance, Marketing, or related field.
• Holder of Insurance Intermediaries Qualifying Examinations (IIQE) Papers 1, 2, and 3, or equivalent.
• Minimum of 5 years of bancassurance or insurance distribution experience in HK.
• Strong track record in building and scaling bancassurance sales, especially for long-term insurance.

Responsibilities

• Scale up bancassurance sales channel for long-term insurance with insurer partners.
• Execute sales strategy for long-term insurance products across digital and assisted channels.
• Generate appointments and analyze customers' financial situations to propose suitable solutions.
• Integrate insurance solutions into the bank’s customer journey for cross-sell/upsell.
• Ensure governance and compliance with IA/HKMA; uphold TCF principles.
• Own sales performance with forecasting, pipeline management, and reporting to senior management.

Skills

Bancassurance sales

Regulatory compliance

Stakeholder management

Languages: English Cantonese Mandarin

Education

Bachelor's degree in Business, Finance, Marketing, or related

IIQE Papers 1-3

Job description

Manager, Bancassurance Sales (Long-Term Insurance)

WeLab, a leading pan-Asian fintech platform, operates two digital banks (WeLab Bank and Bank Saqu) as well as multiple online financial services in Hong Kong, Mainland China and Indonesia, with over 70 million individual users and over 700 enterprise customers. WeLab uses game-changing technology to help users access credit, save money, and enjoy their financial journey.

AtWeLab, we always put our people first. Embarking on a career withWeLabmeans being part of the driving force to make financial services accessible for everyone. In our flat and agile organization, you will get all the opportunities to make real impacts and deliver change. Most importantly, while you achieve greatness, we will ensure you have an amazing experience atWeLab!

Our team is energetic and passionate who can deliver and execute, and we are looking for intellectually curious, open-minded, and smart-working individuals who are just as passionate as we are about making financial services enjoyable.

Join us to build a better financial future for everyone!

About You:

You're a go-getter with mad juggling skills (or multiple hats) who can thrive in a fast-paced, agile environment

You enjoy doing purpose-led and meaningful work

You have a strong thirst for knowledge and are driven to find solutions that don't exist yet

You are comfortable with ambiguity and extremely resourceful (in your past life, you could've been a detective)

You always find a way to get things done without sacrificing the quality of your work, integrity, and values

No task is off limits for you

You are humble and prioritize the success of the team over your own with an eagerness to help those around you

You don't shy away from challenges and can bounce back from setbacks

What you'll do and what success looks like in this role

Scale up WeLab Bank's bancassurance sales channel for long-term insurance by designing a high-impact sales model with insurer partners, driving frontline performance, and delivering sustainable, compliant growth

Execute sales strategy for long-term insurance products (e.g., life, critical illness, medical, retirement, and savings), ensuring strong customer engagement, conversion, and retention across both digital and assisted channels

Generate appointments, analyze customers' personal financial situations, and recommend suitable financial and protection solutions

Drive seamless integration of insurance solutions into the bank’s broader customer journey, enabling effective cross-sell and upsell through data-driven targeting and customer insights

Ensure robust governance and compliance by adhering to Insurance Authority (IA) and HKMA requirements, embedding strong sales quality controls, and upholding fair treatment of customers (TCF) principles

Own sales performance, including forecasting, pipeline management, and reporting, and provide regular insights to senior management on opportunities, risks, and performance improvement actions

What is required and what we’re looking for

Bachelor’s degree in Business, Finance, Marketing, or a related discipline

Holder of Insurance Intermediaries Qualifying Examinations (IIQE) Papers 1, 2, and 3, or equivalent

Minimum of 5 years of experience in bancassurance or insurance distribution within banks, financial institutions, or insurers in Hong Kong

Strong track record in building and scaling bancassurance sales, particularly in long-term insurance products (protection, savings, and retirement)

Deep understanding of insurance products, customer needs, and regulatory requirements, with the ability to translate insights into effective sales strategies

Strong commercial acumen with data-driven decision-making capabilities

Proven ability to work effectively in a matrix environment and manage multiple stakeholders, including external partners

Excellent communication and interpersonal skills, with fluency in English, Cantonese, and Mandarin

Perks and Benefits to enrich your experience at WeLab:

Learning and development stipend - we value lifelong learning and believe the best way to invest in our employees is to encourage them to continue to learn

Wellness and happiness - Numerous activities to let you focus on your physical and mental wellbeing. We allow flexible time offs to take care of personal matters and to enjoy time with family and friends

Comfortable and positive work environment - Open plan office for easy collaboration and social with your colleagues, or branch out into your own thinking pods when needed, with FREE food and drinks for when you want to recharge

Work smart, play hard - Connect with your colleagues over food and drinks at the stocked pantry, in the spacious social area with board games and a ping pong table, or over activities like hiking, yoga, badminton, etc.

A big and contagious smile on everyone’s face to make you happier :)

Asia Banking FinanceRetail Banking Awards:Virtual Bank of theYear-Hong Kong

CNBC Disruptor 50:the only Hong Kong-based company on the list

Financial TimesAsia-Pacific High-Growth Companies:#2in ranking

The Chinese University of Hong Kong"Corporate Innovation Index":#1inranking

We offer a competitive salary package to the successful candidate.

All information provided by applicants will be used for recruitment purposes only. Information of unsuccessful applicants will be destroyed within 24 months of receipt.