Heritage Education Funds
4.0 out of 5 stars.
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Heritage Education Funds

Heritage Education Funds Employee Review

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

Ratings by category

5.0 out of 5 stars for Work/Life Balance
1.0 out of 5 stars for Salary/Benefits
4.0 out of 5 stars for Job security/advancement
3.0 out of 5 stars for Management
2.0 out of 5 stars for Culture
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Similar reviews

Same role

RESP specialty companies now have too much competition

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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Same role

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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Same location

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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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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  • Good job but difficult to get started.