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Heritage Education Funds Employee Reviews

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Canada20 reviews

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4.3Work-life balance
3.6Pay & benefits
3.4Job security & advancement
3.7Management
3.8Culture

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worktimehardgreatjobsaleserviceworking

RESP specialty companies now have too much competition

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Relatively easy selling Registered Education Savings Plans subsidized bu the Government The Agency I was part of took part in weekly Trade shows making it easy to find new prospects

Pros

Many trade Shows

Cons

Business has faded out
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Bad Management

While on the phone helping clients to solve problems, if the call takes longer time, manager would call your via 2nd line and urge you drop the call to pick up another call... Very stressful working under such management
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Pretty Good Place To Work

The hours were good and the pay was good too. I worked there as a university student and lived at home so I didn't have many expenses to cover. If I was living in Toronto I probably would be a little more stressed about the pay. Overall a good place to work. Great management and co-workers.
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Not much to say.

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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Productive

Very busy at different times of the year. Enjoyed working with everyone on my team. Learn a lot about Education funds available to families and how grants are available to students.
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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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Excellent opportunity for business minded people

This is a place where you are constantly pushed to be the best version of yourself. If you want to make a difference in the lives of Canadian children and their families, this is a good place to be.
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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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Great place to work

Its a great place to work, people are very friendly and will help when need it. the only issue I had was the hours, at that time I had small kids and it was difficult.
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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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Selling "on the road"

Good product, solid company, honest and compliant management, if one wants to make decent money one must really put na effort being constantly on the phone and seeing clients

Pros

Good potential income

Cons

Always on the phone, driving to appointments
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productive job working from home mostly

The company was a respected one providing necessary services i.e. RESPs for families. All sales people are self-employed so commission-based. We all therefore worked from home, had weekly/once-per-month meeting. I learned my joy of helping. We helped each other as necessary. There was no really hard part of the job...the joy of visiting families to set them up made the job worth it. I was an RESP sales person.

Pros

Visiting and helping families

Cons

may be very far from home and usually had to go evenings as parents work
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Good company to work with

Its a good company to work with. There is no permanent salary as its a sales job. I enjoy each day at work. Management is good. Don't meet my coworkers on a daily basis as i don't meet them. Hardest day at work is when i don't close a sale
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Friendly Work Environment

Co-workers are amazing. Management could be better at times I learned to pay careful attention Would work there again Hardest thing was dealing with the repetition
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Good financial company

Financial institution that is based on RESP's. All departments have different tasks just as in any office. A fun business environment. If you are in customer service department you will deal with complex inquires and rules that constantly change and you must learn. Training is an intense ONE week or less as opposed to other financial institutes are a month or longer.

Pros

Good financial institution with a lot of team building events, free lunches, seminars

Cons

Hard to become full time employee, forever giving contracts or extensions. No time line to become f/t
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Medium sized investment firm

Medium sized investment firm specializing in Registered Education Savings Plans RESPs). Heritage Lending Group Ltd. provides lending services for mortgages.
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Great co-workers and management team.

Working for the TCDSB was a splendid working experience. As my first job, I learnt a lot and gained experience in customer service. Dealing with new comers in Canada was a pleasure. I created a pamphlet for the Board and I really enjoyed it.

Pros

Great management and learning experience

Cons

Nothing to complain about
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Sales - RESPs

RESP sales and consulting. Retired in 2013 Strictly commissioned-based. Did this on a part-time basis.
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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

Based on 20 reviews

Ratings by category

4.3 out of 5 stars for Work/Life Balance
3.6 out of 5 stars for Salary/Benefits
3.4 out of 5 stars for Job security/advancement
3.7 out of 5 stars for Management
3.8 out of 5 stars for Culture

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