Regional Vice President Compliance (Former Employee) – Carstairs, AB – 28 August 2017
Overall experience being positive company to work for. Advancement opportunities located in Home office environment only. I worked remotely and pretty much was able to set my own schedule, I learned to be self managed and independent. Company was dedicated to improving customer experience and in developing technical support for field and nice rewards for sales. Management was supportive of work/life balancing.
Dealing Representative (Current Employee) – Mississauga, ON – 4 July 2017
Start the day with checking emails, responding back to emails, calling customers to setup RESP. Meeting customers. The hardest part is to get appointments sometimes. Working from home mostly is very enjoyable.
Sales Representative (Current Employee) – Saskatoon, SK – 16 April 2013
Heritage Education Funds Inc. offers an excellent product and great opportunity for those who want to put money aside for their children's education. The job and product are solid, however, it can be difficult to get started because you have to prospect your own leads, market your own brand, perform sales presentations, and provide quality customer service. It is the all in one sales rep. If you are able to get well connected and build a book of clients, it is a very rewarding position for both earning and work/life balance.