HERITAGE EDUCATION FUNDS INC
4.2 out of 5 stars.
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HERITAGE EDUCATION FUNDS INC Employee Reviews

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4.3Work-life balance

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I appreciated my time there. I do not want to write more than I have to. The ratings speak for themselves. Thank you Heritage for the happy memories.
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Friendly and family environment that works together

When you come in to work, I would immediately tackle my tasks. Greeting and being greeted in the morning and sharing stories of what happened the previous night or over the weekend. I've learned a great deal about the RESP and how the system works. Advanced my technical skills and accepted the challenges with new tasks that would advance my knowledge and skills. Management were easy to talk to, approachable and were able to take your ideas into consideration. The hardest part of the job was trying to complete assignments, when you are already working on another. The most enjoyable part of the job was the people.

Pros

free lunches, activities and recognition when it came to birthdays and work anniversaries

Cons

salary wasn't the greatest and the increases never fit your job review and profile.
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100% Commission work so it is up to you to put in the time according to what income you would like to earn. Ongoing training for everyone

With being 100 % commission work the economy plays a huge role in your work hours and pay. The company is first class for training and incentives to help you succeed.

Pros

100% commission can give the freedom at times to make as much as you like

Cons

100% commission and charge backs on plans
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Good employer

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.

Pros

travel and benefits

Cons

sometimes long hours
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Good management, Super team

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.

Pros

Working from home

Cons

Commission based salary
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Good job but difficult to get started.

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.

Pros

freedom, great product, earning potential

Cons

lack of structure
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Overall rating

4.2

Based on 6 reviews
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Ratings by category

4.3Work/Life Balance
3.3Salary/Benefits
3.0Job security/advancement
3.8Management
3.7Culture
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