Licensed Sales Agent

MutualONE; Seaforth; On-site; CAD 55,000 - 75,000; Full time

Job summary

MutualONE Insurance Company seeks a Licensed Sales Agent in Seaforth, Ontario for a full-time hybrid role reporting to the Manager of Distribution. You will advise clients, explain coverages, and grow the book of business while serving an established client base.

Ideal candidates have a General License (OTL) with sales experience and Ontario driver’s license. Travel within territory and a background check are required; CIP is a plus.

Qualifications

• Valid General License (OTL) or ability to obtain within 30 days.
• Demonstrated sales skills.
• Ontario Driver’s License and access to a vehicle.
• Experience in Personal Lines and Commercial insurance preferred.

Responsibilities

• Advise customers, explain coverages, and offer tailored insurance solutions.
• Build relationships with your assigned book of customers.
• Generate and action referral opportunities to grow the client book.
• Provide professional service and recommendations.
• Work with CSR to deliver policies and requests effectively.
• Be the first point of contact for Claim Reporting and liaise with Claims Team.
• Demonstrate sound judgement through frontline underwriting with Underwriters.
• Participate in company events and connect with Mutual clients.
• Travel within the primary territory; adapt to short-notice travel.
• Pass a comprehensive background check.

Skills

Sales skills

Customer service

Communication

Relationship building

Education

General License (OTL)

CIP designation (asset)

Job description

Licensed Sales Agent

MutualONE Insurance Company
Where a shared culture fuels our passion and a deep commitment to our members drives everything we do.
Where innovation, exceptional service, and trusted protection come together to create powerful insurance solutions.
Where every team member plays a part in building something extraordinary.

Together, we are ONE — stronger, bolder, and ready for the future!

About the Role

We are seeking a professional, motivated, and team-oriented Licensed Sales Agent to join our team in a succession role, as part of a planned retirement transition to continue serving an established client base, while looking for opportunities to grow. This is a full-time hybrid position based out of Seaforth, Ontario, reporting to the Manager of Distribution.

Key Responsibilities

• Advise customers, explain coverages, and offer tailored insurance solutions
• Build strong relationships with your assigned book of customers
• Generate and action referral opportunities to grow the client book of business
• Provide professional service and recommendations
• Work with CSR partner to deliver policies and requests effectively
• Be the first point of contact for Claim Reporting and liaising with Claims Team
• Demonstrate sound judgement through frontline underwriting and working closely with Underwriters to determine risk eligibility
• Participate in company events that support the communities we serve
• Find innovative and creative ways to connect with today’s Mutual clients
• The ability to travel on short notice within our primary territory
• Successful candidates must be able to pass a comprehensive background check
• This role will require travel.A vehicle, valid Driver’s License and insurance are required.

Desired Competencies

• To join our team, you will ideally:
  • Proactive and positive approach to customer service
  • Sense of urgency and responsiveness
  • Sound decision making and problem-solving skills
  • Superior verbal and written communication skills

Qualifications

• A current and valid General License (OTL), or the ability to obtain one within 30 days. Note: RIBO Licenses can be transferred to an OTL
• Demonstrated sales skills
• Having your CIP designation would be an asset
• Exceptional relationship building and people skills
• Personal Lines and Commercial insurance knowledge.
• Farm Insurance experience would be an asset but not a requirement
• Strong communication skills
• A desire to help improve your community
• A Team Player mindset while also having the ability to work with minimal supervision
• Attention to detail
• A valid Ontario Driver’s License and access to a vehicle

What we offer

• We are an equal opportunity employer offering:
• A flexible hybrid work environment
• A rewarding career and comprehensive compensation & benefits package
• Training, education, and career advancement opportunities
• A work environment that is fun and friendly and supports a healthy work-life balance

At MutualONE, your efforts will always make a difference!

ACCESSIBILITY STATEMENT (AODA IN ONTARIO)

MutualONE is committed to providing a barrier-free work environment in concert with the provincial guidelines for accessibility (Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, Ontario Only).

As such, MutualONE will make accommodations available to applicants with disabilities upon request during the recruitment process.

HUMAN RIGHTS STATEMENT

MutualONE strives to ensure that its employment practices are free from direct and indirect discrimination and is committed to upholding the human rights of those participating in the hiring process. In pursuit of this commitment, MutualONE will not condone or tolerate any acts of discrimination or harassment under any of the grounds protected under human rights legislation. This commitment extends to the hiring process and throughout the course of employment.