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Vanguard

11/4/21 – Diversity Talks

November 12, 2021 by Sheila

Diversity Talks November 2021

Written by Miles Tucker

BestCompaniesAZ and Career Connectors’ semi-annual Diversity Talks prompted many important conversations this fall. Eleven of the top ranked businesses with offices in Arizona met virtually to share how their organizations prioritize diversity, equity and inclusion for all their employees. Representatives shared the programs their companies have in place to welcome workers from all backgrounds, and attendees even had the chance to discuss job opportunities with these employers.

Panel 1

Laura McLeod, Head of Justice, Equity, Diversity and Inclusion (JEDI) at Axon
Rama Parandekar, Talent Program Management at Freedom Financial Network
Desmond Jackson, Team Manager of Managed Services at Workiva

Why is DEI important to Your Company?

Parandekar: We have diversity across the board in all divisions. Diversity is important to Freedom because of what we do and we believe all people help us build solutions for everyday Americans. We can’t do that unless we have the representation of people across all levels of society and all groups of community. Our customers tend to be everyday Americans, and when they call in a talk to someone like them, it really helps them connect. Inclusion is another important part of the climate because bringing diversity alone is not much. It is important to create an environment of inclusion and only then is it a safe environment that brings forward innovative ideas and leadership from this diverse talent. We have many ERGs (Employee Resource Groups) to help promote inclusion, promote community growth, spread the word, and create the leadership not only within our talent but to help these ERGs represent their communities.

McLeod: As the Head of JEDI at Axon this is something I eat, sleep, breathe every day. At Axon we really believe that in order to protect life and accelerate justice and realize our mission and our goals that starts with centering on not only diversity, equity and inclusion but also justice in everything we do. From our products and how we make them to the workplace culture we cultivate. Everyone at Axon, no matter the level or the role, has a responsibility and accountability and is a member of the JEDI team to build both an inclusive and equitable workforce and also an equitable, inclusive and just world. We’re really looking at empowering our employees to build for racial equity, diversity and inclusion through our behaviors, our systems, and our products. We actually added this as one of our strategic goals after all of the events that happened in 2020. We also look at ensuring that all of our employees have equal access to opportunity and success. We want to make sure we are building diverse teams that reflect the communities we serve. Lastly, we look at fostering a culture of belonging where everyone can thrive and innovate from a standpoint of our Affinity Groups, which we believe are a core pathway for us to engage our employees in this work. Every employee is a member of the JEDI team and is responsible and held accountable for the work that they do in driving this work forward. We identify members and welcome allies to help lift their voices up and to be a business resource at the end of the day.

Jackson: What we understand is that in order to attract talent and grow our client base we must continue to look for ways to be as diverse and inclusive as possible while providing a sense of belonging as much as possible to people that want to join our company. What we realize is that it’s an everybody effort in order to make sure that we are extremely diverse. We have racial equality statements and solidarity statements which we use to drive some of the information that we put out.

Why are Employee Resource Groups Important to Your Company?

McLeod: We see our Affinity Resource Groups as core pathways for engaging our employees in our JEDI work. All of our affinity groups are based off of and centered around underserved communities and historically marginalized communities. By both discussing the needs that these communities have and crafting solutions both internally and externally these groups foster professional development for their members. We want to make sure our ERGs are also engaging and retaining our employees from a belonging perspective. When we think about professional development, that goes straight back to equity and how we make sure that we are creating equitable experiences for our employees of different identities and from underserved communities. ERGs ensure that they are able to get professional development tailored to their needs as well as have a space to ask the questions that they have to be able to center the needs they have in professional development. Currently we have six affinity groups and we’re going to have seven next year. Axon Allies for the LGBTQ + community, Axon Mosaic which is focused on the Black and African American community, Veterans at Axon, Women at Axon, Asian Pacific Islander Alliance, and Hola for Hispanic and Latin Americans.

Jackson: We’re fortunate enough to have seven ERGs within Workiva, and ours are centered a little bit differently. We have a group for veterans as well as for remote employees. ERGs for us create a sense of inclusion and belonging. It builds into the core values of the organization and helps to get new employees engaged in one of the seven ERGs if not more than one. Connected Nomads is for our work from home employees and is one of our most popular. Another popular one is our Women in Tech Group which is represented by lots of folks from our engineering team and research and development overall. We also have an Ethnic Diversity in Tech Group, Women in Sales, LGBTQ+ Community and Veterans in Tech.

Parandekar: ERGs within Freedom are very new. They came in a time when everyone has started working remotely. It was perfect timing for them to come together, be with folks like them, and build a community which definitely helps with mental and physical health. We have five ERGs: Freedom Heroes for veterans, Freedom Riders for African Americans, Freedom Unidos for Latinx/Hispanic and Freedom Pride for LGBTQ+ members. We start ERGs to create a safe environment for people who have a passion for their community to share common beliefs and interests. At the same time ERGs cross between different departments that come together which helps with getting exposure and visibility.

Panel 2

Michelle Menneke, Director of Talent Acquisition at Desert Financial Credit Union
Taeshima White, Site Lead at Robinhood
DaJuan Lucas, Diversity Recruiting Strategy Manager at Vanguard

What is the Importance of DEI at Your Company?

Lucas: Like many other companies represented here today, when we think of DE&I it’s a journey. The best way to illustrate the journey that we’ve been on as an organization is really looking at it from a talent attraction standpoint. I am a part of a team of eight that specifically helps Vanguard increase representation of under-represented talent and we identify that as Black, Latinx, and Indigenous. We do that in technology, investment management, sales and other domains that are important to our business now and in the future. We also do this by partnering with HBCUs, Hispanic serving institutions, and corporate partners to broaden our exposure and awareness in these communities. Vanguard is looking to be a mutual partner with these organizations to alleviate inequity gaps.

Menneke: Our DEI program promotes the sharing of diverse perspectives which leads to more opportunity. It drives our culture of performance and it increases our ability to foster more financial inclusion in our community. We intentionally foster a diversity, equity, inclusion and accessibility driven culture where employees with complementary strengths and working styles can come together to collaborate and drive business results together. We check in on our employees through surveys, events, round tables and ERGs as well.

White: A balanced talent pipeline is a huge part of our strategy. Partnering with hispanic serving institutions or historically black colleges and universities is a big piece of it. Women’s universities and looking into the right boot camps also helps get the right people into the right seats to be contributors to our culture. 54% of the overall university recruiting we do comes from these places to make sure we are getting the right talent in the right places. We want to make sure that we are bringing people in that find a sense of belonging, that we are furthering our mission in those communities, and that we are supporting the great work of our agents.

What do Career Pathways Look Like at Your Company?

White: We try to tailor the experience for each individual, the skillsets they bring to the table, and their ultimate career goals. Within each business line there are some pathways that are identified. I happen to belong to the customer experience family so if you’re not licensed you have an opportunity to come in, get your entry-level FINRA licenses sponsored and get paid time to do it. You’ll then be able to graduate and work in a licensed role and explore where you want to go from there. We make sure that you have the right resources to grow within our family and then once you are growing, we make sure that you have promotion opportunities and that you have a sense of belonging here. A big piece of that is the 10 ERGs that we have. Some of that will come from your manager and you’ll also find that in mentorships with someone that you find in an ERG. One mentorship program that we recently launched is within our Women in Tech ERG that makes sure that women who are coming in have an opportunity to throughout their experience here.

Menneke: We have traditional career paths that are intentional in developing and preparing for the next steps in careers for our employees. For example, a teller is groomed to learn and grow their skills in the accounts area so they can quickly develop and become an account representative. However this year, we are developing robust capabilities models so that there’s more focus on internal mobility across different lines of business.

Lucas: The vast majority of our crew members come in by our retail phone roles. This is a role where you will come in and we will pay for you to get your licenses. Many employees come in this way, but we have a very rotational culture. When they start, we pride ourselves on having leaders that are constantly asking you about your development. Asking where you would like to go, what you would like to do, and getting you in position to do that. What’s beautiful in that is sometimes you might come in on the phones talking directly to clients and a year later find that you are in HR, or maybe IT, or even deep on the investment side as a trader or portfolio implementation analyst. A lot of that comes from what you are asking and what you are requiring of your leader in terms of your development. People are always moving, shifting and trying new things. One of the things we pride ourselves on as an organization is allowing people to come in, find their niche or passion, and go from there. We do also have traditional tracks. We want everyone to find their place in our mission of serving our clients.

Filed Under: Event Recaps Tagged With: Workiva, Inclusion, Diversity, Robinhood, Axon, bestcompaniesaz, Vanguard, Freedom Financial Network

8/26/20 – Panels: Insurance and Financial Services

September 2, 2020 by Susan Lamphiear

Written by Susan Lamphiear

Experts. Who among us hasn’t heard a discussion or two lately about experts? Should we take advice about the Pandemic from anonymous or questionable Facebook comments or seek out and listen to reputable scientists and medical professionals?

If you’re in job transition, Career Connectors has a reputation for providing professional and timely advice to individuals during challenging times of career change. Experts help guide you through not only the job search, but job search during Covid-19 and all the extra changes and challenges that have resulted. You have free access to professionals in a number of industries to help guide the way.

In typical fashion, Career Connectors pulled together professionals from the Insurance and Finance Industries to present pertinent, timely panel discussions about the job search, along with information about their companies and how they’re adapting during the Pandemic.

Keynote Panels

Hosted by Jessica Pierce, CEO/Founder of Career Connectors.

Insurance Panel

  • State Farm: Sandy Carlock, Talent Brand Specialist-HR Workforce Solution
  • RLI Insurance: Ryan Dean, Lead HR Business Partner
  • Liberty Mutual: John Walters, Sales Director

Q1 Please give us a brief overview of your company and your role.

  • Sandy: State Farm Insurance helps customers protect the things that matter the most, including cars and homes. With 58,000 employees, State Farm ranks 36 on the Fortune 500 list. In April, 2022, State Farm will celebrate their 100th Year anniversary. The company is literally a family company, often with several members of the same family working for State Farm. The company believes in philanthropy and offers each employee one day a year to volunteer, with the option of earning a second volunteer day. The company offers lots of career development opportunities.
  • Ryan: RLI Insurance, a public company on the New York Stock Exchange, was founded 50 years ago. The company offers products to underserved specialty industries. Headquartered in Peoria, Illinois, they employ 900 workers in 50 states, including Arizona.
  • John: Liberty Mutual, always evolving, can be described as a tech company who happens to do insurance. On the leading edge of the industry, Liberty uses drones along with other cutting edge technology. My role is retail brokerage in Phoenix and Tucson. Liberty operates throughout the United States and worldwide.

Q2 What’s your advice to prospective employees? What is your company looking for?

  • Sandy: A lot of people come in without knowing about the company. Networking is so important so make use of resources like Career Connectors or LinkedIn. No time to be humble–put key words in your resume.
  • Ryan: Research and know the company you’re communicating with. This goes a long way.
  • John: Show me who are. Let me see who you are in the interview.

Q3 What are myths and assumptions about the industry that changed when you started working at your company?

  • Sandy: State Farm offers lots of opportunities in a variety of areas.
  • Ryan: I’ve become aware of all the good the insurance industry does in a community. In the recent Hurricane Laura, for example, people don’t always realize what happens right after a catastrophe like that–the insurance companies are there right away to help.
  • John: People often think insurance is 80-90% sales. It’s more like 10% sales. All job families are available unlike other industries–and the industry is constantly growing.

Q4 Could you explain how potential employees get their foot in the door and what career paths are available?

  • Sandy: Customer service and claims jobs are entry level and offer a foot in the door. You learn a lot about the company by working in these areas. Getting a mentor helps in your career path, too. You don’t need an insurance degree but education and growth and development are available once you start work at State Farm. I changed careers within the company.
  • Ryan: Most job families are available including Software Developer. Employees are always learning. You can stay within one division towards career growth or move into a different division. Networking is important within the company. I’ve been in five different divisions in my career. Building relationships is very important.
  • John: Communicate with your boss. Often the company will pay for a degree or for advanced learning to help an employee grow. Let the company know where you want to go in your career and they’ll guide you.

Q5 How has the Covid-19, the Pandemic, changed things?

  • Sandy: Moving the company and technology to 7600 homes has been the biggest pivot or challenge. We used technology to do things we didn’t know we could do. We customized to help customers. And we’ve also passed savings on to customers–since there’s less driving there are fewer accidents.
  • Ryan: I agree with everything Sandy said. Also, interviews are unique. We were and still are still hiring. One challenge is convincing hiring managers to hire a new employee without ever meeting them in person. Onboarding becomes a second challenge; we must be very intentional–for example, who is part of the onboarding and who is the buddy whose task becomes helping the new employee?
  • John: Liberty focuses on the employee including enhanced compensation. Recently 95-98% of employees approved of the way the company has handled the transition during Covid-19. Product innovation has stepped up since people aren’t driving as much. Liberty is giving back premiums. Expense management becomes important as people go back out. We’re starting to see the “boomerang” employee–referring to people who left and are coming back–which is awesome for the insurance industry.

Q6 What do you think is the future of the insurance industry?

  • Sandy: There’s an even bigger need for technology. Technology sells insurance. I’ve seen talk lately of flying vehicles! Cyber threats and data risk and AI Artificial Intelligence are hot. The industry will help customers navigate the technology.
  • Ryan: Success will look different in the next 50 years. We can’t count on what got us here the past 50 years. Product innovation will be necessary–for example, pay by mile, as people reduce their driving. Right now we have more data than we know what to do with. It’s important to know how to utilize all this data. Lots of exciting quick-paced change despite all the negativity that goes with the Pandemic.
  • John: Our top four goals are global including de-escalation which will be moving out of the Pandemic and into the new normal and its best practices. The company is realizing more positives about expanding remote work, for example. It allows for more growth and opportunity.

Q7 How is the world of work changing? What’s your position on hiring seasoned employees over 50? What if these individuals want an entry level job–is that an acceptable culture?

  • Sandy: Yes! We want your experience as long as you move into a suitable role. Bring your experience. If you’re willing to start at entry level and find a fit, that’s great. We love experienced people. You already know how to be a professional.
  • Ryan: Yes to experience. We don’t know what we do not know. What are other companies and industries doing? We can learn from your experience.
  • John: Yes we like experience. Who are you today? Are you coachable? Do you have a vision of where you’d like to go?

Q8 What are the hot jobs in your company?

  • Sandy: We have openings for lots of tech reps–software developers like JAVA and more. Go to the website for a complete list. Bilingual Spanish is a big need currently. You must pass a difficult test in speaking, writing, and reading. We also need entry level claims and customer service.
  • Ryan: IT–I support this area in Illinois. We landed in Phoenix where we have access to more candidates with different experiences and higher quality. In Tempe we have a need for both short and long term positions.
  • John: We’re always looking for rock stars at math and also actuarial and spreadsheets strengths. These skills remain in high demand.

Financial Panel

  • Freedom Financial Network: Erin Polazzi, Recruiter
  • Vanguard: Olivia Tarabini, Senior Recruiter
  • Silicon Valley Bank: Jerrelle Lockhart, Recuiter

Q1 Please tell us about your company, your role, and what you like best.

  • Jerrelle: Silicon Valley Bank is the number one leader in technology banking. LinkedIn is one of their first clients. I love the culture, cliche though it sounds; it’s like family. Clients include healthcare and premium wine. Lots of opportunity. We’re an especially awesome company if you have a passion for technology. The company is worldwide and innovative.
  • Erin: We’re a family of a few companies. Freedom Financial Network was founded in 2002 by two students who were friends. The company values balance of the heart and dollar. Including Phoenix and San Mateo, California, we have 2200 employees. We do personal loans and consolidation and are dipping our toes in the mortgage area. The best part to me is helping customers. The company offers paid time off to volunteer. The company lives and breathes our core values–they’re not just on a coffee cup.
  • Olivia: One of the world’s largest investment management companies, but Vanguard has a family feel. Client owned, the company has great opportunities including IT or tech or analytics. Service oriented, the three pillars are client, crew, and community. Our generous benefits are listed on the website.

Q2 What skills are you looking for?

  • Jerrelle: We’re looking for expertise in IT or client facing or analyst. One of the main things we’re looking for is innovation. Also, the entrepreneurial spirit and a passion for technology, science or math. A passion for numbers, a passion to learn. Technology skills are in high demand. The company will teach you the finance part.
  • Erin: I echo what Jerrelle said. We’re a smaller company but have lots of roles. Entry level, right out of school or no degree and the company will train you. We’re looking for true leaders who put in a little extra something. People who are critical thinkers who think outside the box and love helping people.
  • Olivia: We’re looking for individuals with a teamwork mindset who are interested in learning and have a desire to be the point person to help others. Many career development opportunities are available. We look for employees who will be proactive to find out what avenues interest you towards your career path. I had a background in nonprofit but started out entry level in client relationships and progressed from there.

Q3 What do you like and why do you stay?

  • Jerrelle: I love a challenge and the focus on diversity–many populations in this field are underrepresented. There’s an opportunity to build relationships. I consider myself a professional friend maker. As a recruiter, I look for someone whose interest can be channeled into one of our divisions. An example might be someone who majored in biology. We have a life sciences group. A client might be interested in working or talking with someone with a similar interest in science. With technology, you can bring your expertise. This industry is not just about numbers but about building relationships.
  • Erin: One thing is constant–CHANGE. I personally love change. That came in handy because with Covid-19 created the need to go with the flow and be flexible as things change. Most roles require this flexibility. My story began as a supervisor but I helped build QA and I moved into a different area of the business. A BA in psychology, once I tried HR management I found my passion. The company provides lots of support from their leaders. The company has passion for career development. No experience in finance is needed.
  • Olivia: Often call centers get a bad rap–but I’m steering people away from that mindset. I enjoy client facing and enjoy feeling the impact the job has on clients. I also love the opportunity to pursue and learn in different areas. Relationship is a big part of the industry and something I really didn’t know before I joined.

Q4 How do potential employees get their foot in the door and do you have a career path for them?

  • Jerrelle: Ways to get a foot in the door include client services and operations and relationship management. Find someone from the company because they love to talk. Let them know you’re interested. Recent grads have access to the associate development program.
  • Erin: Customer service is a good way to get a foot in the door. Also, don’t forget about networking and LinkedIn. I started as a supervisor helping build QA and moved into a different area of the business.
  • Olivia: Networking is huge. The client relations associate is a good starting place. The company also hires insurance sales. Customer service is another area to start. A license is not required but once with the company you can expand your horizons.

Q5 What are some of the hot jobs in your company?

  • Jerrelle: We need a Senior Cloud Security Engineer in Tempe. Also Vice President to support our credit card team, Senior Manager of Operations, and People Management. And please check out our website.
  • Erin: Freedom has need for inside sales, debt relief, lending, and customer service, especially bilingual. Also the areas of operation risk, auditor and customer service in lending and loan services. For more hot jobs visit our website.
  • Olivia: Customer service to high level clients and client relationship associates are good entry level jobs. Also check out our website for other opportunities.

Resources

US Health Advisors

Joe Bourcier, Joe the Health Insurance Pro

US Health Advisors partners with Career Connectors.

US Health Advisors offers flexible health insurance coverage for individuals including Medicare supplements and can be competitive for anyone on COBRA insurance. For small businesses under two people, our company is often able to offer better coverage including creative ways to customize coverage for individual employees instead of one blanket policy.

By the time Joe meets with clients, he has done research first, which allows them to offer from one to three top plans that might work best for the customer. Many businesses need coverage and he’s able to cover 30 states in the US. The company works with several professional businesses including realtors, plumbers, doctors, dentists, and lawyers as well as individuals.

US Health Advisors works with America’s self-employed, small business owners, or individuals to help them access affordable benefits and services.

Joe can be reached via Facebook or LinkedIn so feel free to reach out to him with questions. He’s a free resource to all attendees or anyone who needs information.

Closing

CEO/Founder of Career Connectors Jessica Pierce thanked the volunteers and hiring companies, invited attendees to sign up for regular notifications, to take the DISC assessment free, and to use the resources outlined on the website.

Career Connectors, now being offered online, means they can serve even more people, so Jessica urges attendees to share this information with other people who may benefit from the free events and resources. The schedule may change later in September but for now visit the website for days and times for the online events.

DID YOU KNOW?
So far this year, Career Connectors has served more than 3,000 people in career transition. We are passionate about helping more, and need your help.

  • Can you spare just $5? How about $42? $42 is what it costs to help one person per month (90% of your donations go directly to serving people needing a new position- and is tax-deductable) Visit this page to make a donation!
  • Do you know someone who’s landed a new job after participating in our programs? We’d love to talk to them! Please email us at contact@careerconnectors.org or go send them to this page to tell us their story!

Filed Under: Event Recaps Tagged With: Silicon Valley Bank, RLI Insurance, US Health Advisors, Vanguard, Freedom Financial Network, Liberty Mutual, State Farm

8/1/19 – Career Advancement in the Culture of Contact Centers

August 6, 2019 by Diane Forner

Written by Jim McBride

Contact Center Panel featured companies

Panel

The contact center – or call center, as the terms are interchangeable – is the critical hub for serving clients/customers across multiple channels for nearly every organization large and small. Live-agent, chat, email and social media links consumers through thousands and thousands of interactions with the contact center.

In the Phoenix metro region, the contact center “industry” converges with the tremendous growth of financial services companies in delivering a hotbed of potential careers for the active and passive job seeker. Contact center roles are often a gateway into career growth and do not necessarily require starting at the entry level.

In front of a full house, Jessica Pierce facilitated two panel discussions addressing careers, advancement opportunities and workplace culture with eight high profile, award-winning contact centers in the financial services sector. Each company represented on the panel has been recognized by employer branding firm Best Companies AZ for workplace excellence so, clearly, they know their stuff.

For those in career transition, this was an excellent opportunity to hear first-hand from senior leaders how to get your foot in the door and grow your career within these respected organizations. All eight companies are in growth mode and looking to hire hundreds of employees.

Panel 1 – Career Advancement & Opportunities

  • Heather Marcom – Freedom Financial Network, Head of Talent Acquisition
  • Willie Cordova – USAA, Director of Member Solutions
  • Andrew Seals – Voya Financial, Director Retirement Readiness Services Center
  • Dexter Johnson – Farmers Insurance, Head of Direct Service and Sales

Q – What can you tell us about entry level positions in your contact center and the potential career opportunities?

Farmers: We currently have openings for entry level sales and service positions, but we also have many openings for individual contributors, including back office processing, reporting, analytics, IT and project management.

Voya Financial: Customer service roles are a launch point for many of the higher-level jobs which require licensing (i.e. Series 6). Right now, we’re looking to fill roles in workforce management and benefits administration, which are not entry level.

USAA: We are targeting customer service and claims roles, which do not require previous experience. Representatives handle inbound calls from members. We’ll help you get licensed once you’re on board.

Freedom Financial Network: All of our customer service is inbound. No outbound calling. We have openings for debt relief, negotiators, back office payment processing and call center sales.

Q – What career pathways have you established within your company?

Freedom Financial Network: We call it a career ladder. You can move from an entry level 1, 2 or 3 position into supervisor or even over to sales and lending, which pays more. From there, we’ve had employees move into IT, marketing and training positions.

USAA: The progression is typically from associate – as we call them – to specialist to senior associate. We challenge our leaders to have career advancement discussions and develop a career trajectory. There are internal programs for learning IT skills, such as coding. We’re developing your skills for life, not just for USAA.

Voya Financial: We expect our leaders to prepare development plans and have conversations about career progression with their team members. Employees are empowered to ask questions and get involved. The entry level position is your entry point.

Farmers: On a formal basis there are career path discussions between managers and their employees. Informally, we have peer resource groups focused on diversity and like-minded ideas and interests. Want to become a leader? Well, let’s show you how to run a huddle.

Q – Are there opportunities for the mature job seeker who doesn’t want an entry level position?

Voya Financial: We have many roles based on experience. You could start as a senior representative.

USAA: We’re willing to go externally to find certain skill sets and experience. We do try to promote from within but sometimes there’s a real need to find fresh blood.

Freedom Financial Network : It’s a combination. Some of our roles require experience, but in the call center experience is not necessarily needed. Sales experience can come from any industry. Roughly 50% of our roles are filled externally.

Farmers: Promoting from within is important. But we cast our hiring net externally, as well. I recently hired a director from the outside. We have an immediate need for analytics and reporting skills, which will likely come externally.

Q – What is your company’s policy on promoting from within?

Farmers: There are growth opportunities for everyone, regardless of tenure. We will help you prepare for that next job and fulfill your career potential.

Voya Financial: We have an 18-month requirement for eligibility due to the complexity of the entry level roles. We want you as an employee to be comfortable. However, there are times when the eligibility requirement is waived.

USAA: The timeframe is 12 to 18 months in the current job to be eligible for promotion. Many of those next roles will require licensing, so it can take some time to learn.

Freedom Financial Network: You must be in the role for three months. We know that people want to move up the career ladder. We do not have any license-required positions.

Q – With the advancement of artificial intelligence (AI) how do you see technology impacting call center jobs? (from the audience)

Farmers: Technology, such as the bot, will have an impact on the most transactional of interactions with customers. However, there’s always going to be a need for critical thinking and emotional intelligence of the human being. We need empathy in the human contact. There will be a blend of technology and human interaction.

USAA: Our members want to talk with a human when they call in. The technology will make it easier to match the member with the representative that’s best equipped to assist a specific need or demographic.

Panel 2 – Culture & Employee Engagement

Drew Foster – American Express, Director of US Recruiting
Sherry McFadden – State Farm, Customer Care Center Director
Renee Brown – Vanguard, Senior Recruiter
Christine Sorensen – Charles Schwab, Team Manager Participant Services

Q – What does culture fit mean to you? What’s it like working for your company?

Vanguard: It’s a culture of empathy and communication. We all have to be mindful that the investment industry language can go over people’s head. We have a team environment focused on employee development.

Schwab: We’re here to help everyone grow and succeed. Someone’s always available to help, no matter what the situation. We conduct an assessment to determine ethics, teamwork and the type of work environment that would be the best fit for the candidate.

State Farm: We’re a relationship company steeped in integrity and tradition. We’re your neighbor. We’re there after a hurricane or an auto accident. That’s our culture, we care.

Q – How do you get your foot in the door? Do you have to start at entry level jobs?

AMEX: Some roles will require entry level experience at first, but not all. It depends on your skill set. I’m currently looking for workforce management skills, which does need entry level experience.

Vanguard: We’re regulated, so many roles require licensing and then you work your way up. You can pursue internal opportunities after one year. We have hired supervisors from the outside. About 85% of our hiring is from within.

Schwab: It really depends on your experience and license requirements of the role. We have lots of room for growth and it’s important to have those development discussions with your manager.

Q – What are the hot jobs at your company right now?

AMEX: Senior manager (supporting 18 cruise lines), director of workforce management, sales, fraud, team leaders.

State Farm: Enterprise technology, software development, coding, data scientist, frontline supervisors, bilingual supervisor, sales and service.

Vanguard: Data science, IT, senior financial planner.

Schwab: Always hiring in participant services and investor services. Our operation has 60 different departments and there are always openings.

Q – Describe the family friendliness of your call center. What support do you provide? (from the audience)

Vanguard: We have a 37.5-hour work week Monday through Friday. No weekends. All shifts end no later than 8:00 pm.

Schwab: Four 10-hour days are available. Paid four-week sabbatical every five years.

State Farm: H.O.P.E. – Helping Others Parent Effectively program.

AMEX: 20 weeks of maternity/paternity leave for parents.

Resource

Introducing – Career Connectors Academy Training Program

Landi Carfi, VP of Corporate Training – Brighton College

Brighton College is excited to announce its new partnership with Career Connectors that connects professionals in career transition to hiring companies and quality resources.

Career Connectors and Brighton College share similar values and focus on their clients, making both organizations stand out from the crowd. Brighton’s mission and goals ensure their students’ greatest success, and Career Connectors, as Arizona’s fastest growing job candidate program, strive to land people in the career of their dreams. They are working hand in hand to provide affordable online education certificate programs.

Based on Career Connectors’ partnership with Brighton College, a few of the best accredited online certificate programs are being offered to Career Connectors’ participants at a reduced rate. The online education certificate programs available include:

  • Cyber Security Institute
  • Business Institute
  • Allied Health Institute
  • Legal Medical Institute
  • Paralegal Institute
  • Professional Development

Event Sponsor

Optima Tax Relief

Ben Simpson – Vice President, Phoenix Operations

The Optima Tax Relief team has had one vision since inception – to help Americans nationwide deal with the aggressive collection policies of the State/IRS tax agencies.

  • Founded 2011
  • 80 employees in AZ; 100 by end of 2019
  • No tax knowledge required to get hired
  • Promote from within
  • Hiring leaders as operations grow
  • Team environment – “mischievous fun”

Open Positions
I/T Jr. Systems Administrator
Resolution Support Representative
Customer Service
Inside Sales

Resources and Closing

Jessica thanked the many partners and volunteers for their contributions to the Career Connectors event. Job seekers were encouraged to utilize the many transition resources – professional resume writers, career coaches, LinkedIn coaches and take the free DISC assessment. Next up on the calendar: Connecting with Top Staffing Firms to Find Your Next Career, Thursday August 15th in Scottsdale. Stay tuned for weekly emails and LinkedIn posts.

Filed Under: Event Recaps Tagged With: Brighton College, Career Connectors Academy, Optima Tax Relief, Voya Financial, bestcompaniesaz, Farmers, USAA, Vanguard, Freedom Financial Network, American Express, Charles Schwab, State Farm

3/21/19 – How to Engage in Successful Interactions When Things Get Sticky

March 27, 2019 by Sheila

Gloria Petersen

Written by Cathy Cepielik

Keynote

Gloria Petersen
Ever wish you could wave a magic wand and everyone would be respectful, civil, and accommodating? Gloria Petersen provided the tools just for that type of magic! Her dynamic presentations have inspired audiences for over three decades to handle professional and social situations with class and finesse. Gloria is a renowned Certified Protocol Professional and author of The Art of Professional Connections, a four-guidebook series with companion Subject Matter Expert (SME) training modules. The entire series covers strategies for greetings and interactions, in person and online networking, meeting over meals, and event planning.
Gloria has also published articles and served as a contributing columnist for magazines, trade publications, and corporate newsletters. When it comes to Media, Gloria has hosted the FOX television 13-week series Image of Success; appeared on CNBC, FOX News, ABC News, CBS News, and NBC News; and even served as an etiquette judge which was televised on The Today Show. Chances are, we each may have caught a glimpse of her magical knowledge over the years without realizing the full spectrum of what this could do for our overall personal and professional interactions! Her clients range from Fortune 100 companies to emerging entrepreneurs. You can learn more about Gloria’s expertise at her website.
Gloria taught our audience it is more important than ever to handle sticky situations with diplomacy, dignity, finesse, tact, and civility. Why? Because …. everyone’s basic need is to be respected, appreciated, and liked. Nor does anyone like to be embarrassed or to feel awkward. How is this done? For starters … take the first step in handling any situation or individual by employing the appropriate interaction tool with a positive and helpful attitude. Remember: You are the only person in control of YOU! Aim to set the better example, always!
Your interaction tools are key! These tools contain powerful “win-win” strategies that serve as the foundation of effective communication. Use the right tool because sticky situations vary and much will depend on the environment and personalities involved. Expect resistance as some people are natural resisters, but you are the one in CONTROL! It’s how a situation is handled, not the incident itself, that is key to a successful result! The Interaction Tools are summarized below. Note they are an Art, every single one of them! The Interaction Tools are:
Diplomacy – the Art of managing situations and people
Civility – the Art of being polite and courteous
Tact – the Art of knowing what to say without giving offense
Dignity – the Art honoring self-respect
Finesse – the Art of handling an awkward question

HIRING COMPANIES

Vanguard: Renee Brown, Sr. Recruiter
Renee has been with Vanguard almost 20 years and loves the company and culture. Renee is originally from Seattle, WA, but doesn’t miss the cloudy weather at all and has been in AZ for decades, so she considers herself a native! Renee helps Vanguard fill opportunities in their individual and institutional investor divisions in the Scottsdale office.
Vanguard started in 1975 by founder John Bogle, who recently passed in January 2019 at age 89. What began as a company with 11 funds has now grown to an even larger size company with over 400 funds – talk about impressive! Vanguard’s mission is to give their all and take a stand for all investors, ensuring Vanguard is helping investors get their dreams ultimately. The Scottsdale office debuted in 1994 and today consists of over 3300 employees with lucrative benefits, such as a 37-hour work week, work life integration, community involvement via volunteering, a volunteer day off annually, matching 401k at 4%, healthcare coverage, anywhere from 18-23 paid days off yearly, tuition reimbursement, student loan payoffs, and more!
There are various opportunities at Vanguard. If you are new to the industry or experienced, there are plenty of opportunities and continued growth. Check the opportunities out at HERE!

USAA Jeff Shewan, HR Associate
Jeff has been with the USAA team since 2008, starting as a Senior Fitness Specialist with the Wellness Team and joining the campus HR team November 2017. Jeff grew up in Lewiston, NY, just outside Niagara Falls, earned his bachelor’s and master’s in Buffalo NY and then ventured to AZ. He is now the lead of the Phoenix campus diversity and inclusion team, helps support on-campus and external branding, and is a part of development events in the Phoenix area.
USAA’s history dates back almost 100 years to 1922. Every decision and action begins and ends with their mission statement, which revolves around facilitating the security of its members, associates, and their families through a full range of competitive financial products and services. Products and services include, but are not limited to: banking, investments, property and life insurance, and financial advice. The Phoenix campus debuted in 2000 and has a Starbucks on campus, which Jeff indicated is highly popular and very necessary! There are relaxation rooms for employees to enjoy during downtime to recharge, energize areas, and more. Perks and benefits include 8% match on 401k, a 24/7 fitness center, potential for performance based bonuses, wellness programs, education assistance, two volunteer days annually, and maternity/paternity paid leave, to name just a few.
USAA has over 12 million members, 33,000 employees nationwide, and 4800 at their Phoenix campus, which continues to grow. Current openings include customer service, insurance, banking, and IT software developing. Check out opportunities HERE!

CLOSING

Jessica provided additional resources and closing comments. Resources such as the DISC assessment, Event Recap blogs, and Professional Portraits are available on Career Connectors post event to follow along and encompass more. Big shout out and thanks to Highlands Church for lending their beautiful facility for our event and volunteers for helping with setup, photographs, financial counseling, LinkedIn coaching, and more!

Filed Under: Event Recaps Tagged With: USAA, Vanguard, Gloria Petersen

12/14/17 – Master Your Mindset to Land Your Next Job

December 20, 2017 by Diane Forner

Written by Mary Beth Huffman

Keynote

Master Your Mindset to Land Your Next Job

Vered Kogan 

Change isn’t easy.

Mindset. A mindset is a belief that you hold; a thought repeated over and over, even if completely false. Some mindsets empower us and others don’t. Master your own mindset in your own abilities. All of you have a great mindset or you wouldn’t have gotten here.

To shift any belief, you become what you believe. The meaning you give to any experience becomes your belief. By 35 years old your brain controls 95% of what you think and do. The conscious mind is 5%, just the tip of the iceberg. The subconscious mind holds all of our beliefs and this controls 95% of what we think and do. How you tie your shoe is even controlled by your subconscious. Remember when you learned to drive, you were conscious of everything. Now you drive and don’t remember how you got there.

The Mindset Cycle book
Maybe you have a belief that LinkedIn is the worst way to do a job search. Every thought controls your emotional state. When preparing for an interview, have an empowered mindset going into the interview. Think positive, think you can, be aware of your posture – sit up straight, be engaged, talk confidently, be energetic, and tell the truth because they know.

4 Step Mindshift Process

  1. Desire – Clarify your Outcome
    It is important to clarify what you want to achieve. You must have a clear, specific and compelling goal . Identify what you really want. Your brain is a goal achieving machine. It will help you identify the target. The catch is to give very clear instructions. Every thought is an instruction for your brain to achieve and your subconscious mind to capture. You will become what you believe. Your RAZ – Reticular Activating System helps you become aligned to your goal and achieve it. When you start looking for a new car and want a specific car, then you see that car everywhere.
    Write your goal in the present tense. Include how you’ll feel when you achieve it.
    It is ___________________ (future date) and I have ____________________ (your outcome).
    I feel __________ (positive emotions).
  2. Belief – Shift Your Beliefs
    Identify your limiting belief. What is holding you back from achieving your goal? Say, “What I believe about my goal is…” This is a free judgment exercise. “I want this, BUT….” Or “I can’t BECAUSE…” and notice what comes up. Now review your beliefs and chose just one limiting belief that gets in your way and keeps you from reaching your full potential. My limiting belief is ______________.
    Then cross out that lousy belief and immediately flip it with an empowering belief with something aligned with your goal, followed by the word “yet”. Ask yourself if this is always true without a shadow of a doubt? What if the opposite was true? My new empowering belief is _________________.
  3. Focus – Align Your Thoughts
    When you first awake, think about 5 things you are grateful for. Then read your goals from step 1 of the process aloud. With your eyes closed, visualize yourself having achieved them. Your brain will start coming up with all sorts of buts. I want this but…this career is too risky… What happens is that consciously you want something, but subconsciously you don’t believe it’s possible. When you notice a negative or limiting belief arise throughout the day praise yourself and find more positive meaning. Focus on happier thoughts and memories to shift your emotional state. Think about your goal and say, “I want this, BUT… – or – I can’t do this because…” These contradictory thoughts, limiting beliefs, will come up. Once you identify a belief that is really holding you back, and then weaken that belief. Is this belief always true?
  4. Action – Align Your Behavior
    One action that I will take this week to move me closer to my goal is _____________.

Mindset: The Psychology of Success by Carol Dweck

Then, come up with supporting statements that support your new belief, even if you don’t believe it. Then program it into your brain. Focus to Align Your Brain: Every day repeat your goals. Think and Grow Rich by Napoleon Hill demonstrates this concept.

The Ritual
Every day, as soon as you wake up, think of the 5 things you are most grateful for to train your brain to be more positive. Then, create your future! Have your goals written out and read out loud. Visualize those goals and play that movie in your mind, everything you are going to see, hear, and feel that will happen when you achieve your goals. Everyday be mindful of your thoughts. Find meaning, even in the bad times. This is one thing you have to do for yourself. If you do this you will empower your transition. You will change results. You become what you believe…and now you have the process to change your beliefs!

Vered is offering a group MINDshift™ coaching program. Go to www.veredkogan.com for more information.

Take the time to master your mindset. It is the foundation of everything that you create and achieve. It is the best investment you could ever make.

Hiring Companies

Varsity Tutors
Tyler Kinnie, Senior Recruiting Manager

Varsity Tutors, is a platform that supports learners of all ages with personalized instruction to achieve any goal. They seamlessly connect tutors with students and are changing the way people learn all across the world. Varsity Tutors is expanding with sales leadership, supervisor through account management, customer care team, managers, and directors. Check out Varsity Tutors’ Corporate and Tutoring opportunities. Corporate openings include General Manager – New Business Ventures, HR Generalist, Tutor Engagement Manager, Account Manager, Sales Rep, and Sales Trainer.

Vanguard

Michael Marchese, Senior Talent Acquisition Consultant

Vanguard is a savings and investment firm with locations in Scottsdale and worldwide. Their organization will take you from where you are into the field. Vanguard hires individuals that really want to do the right thing, help individuals, and they can help you learn the finance side. If you are already in the field and have your certification, then they have higher level opportunities. Careers cover a range of areas from Client Services, Finance and Accounting, HR, IT, Investment Management, Legal, Sales and Management, and Operations. Find current openings here.

Staff Logic

Deanne Desautels, President

Accounting and Finance Professionals (AFP) focuses on accounting and Staff Logic, sister company, is more general, but both specialize in growing relationships with clients. They want to help you find what you’re looking for, but they don’t always find something for everyone. They help with relocation opportunities. Whether you’ve been searching for a few months or if you are new, Staff Logic and AFP can help you. View Staff Logic and/or Accounting & Finance Professional openings for further details.

Freedom Financial Network

Heather Marcom, Head of Talent Acquisition

When Freedom Financial Network started in 2002, they helped people overcome debt so they could achieve financial freedom. Today FFN helps people enjoy freedom in more ways than ever. View openings at Freedom Financial Network.

Resources
Career Connectors offers many services to assist you with your search: Resume Review, Hiring Company Networking, Business Portraits, LinkedIn Coaching and Educational Opportunities.

Filed Under: Event Recaps Tagged With: Vered Kogan, AF Professionals, Varsity Tutors, Vanguard, Freedom Financial Network, Staff Logic

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I would like to share that I landed a contract position for 6 months with possible conversion to a permanent position on the team after those contract periods complete. I work on a team as an Instructional Designer and the team is virtual, which means I am able to work from home 100% of the time! I am very excited for the future of my career! I wanted to share that I sadly won’t be seeing you at Career Connector events for the next 6 months at the very least, and we’ll see how my performance … Read more
Bill T.
I just wanted to reach out to you and say Thank you to you, Career Connectors and the whole Team! So let me explain why, while I’ve known of Career Connectors for many years, I never thought that I would need employment services or guidance before. On September 19th 2019 I found myself being let go from my job. I later the next day saw the Career Connectors event at Central Christian Church Gilbert Campus coming up on Facebook and signed up for it. While attending my first Career Connectors even… Read more
Brian P.
I just want to thank you and compliment you and your organization, all the people involved, for providing this free service to the people in the Phoenix area. Last August found me in the unforeseen, unplanned position of being without a job. This circumstance, anytime but especially being a single mom, is very unsettling, sometimes downright frightening and anxiety inducing. I began attending many of your weekly meetings through November, when a job opened for me. I found solace and guidance at … Read more
Dalene U.
I am profoundly grateful for all of the support Career Connectors has provided during my recent job search – from the exceptional speakers to the participating employers, LinkedIn experts (Ted Robison is amazing with his individualized approach), resume experts, photographers, and of course the great opportunity to network! I felt like I had an army of support with me every single day. I appreciate all the time and effort invested by many and am particularly grateful for Jessica! You have a fi… Read more
Cindy G.
Fantastic! Good variety of roles, Obvious interest in quality candidates, really good solid leads. Great investment of time.
Alicia
Thank you, Jessica. Although I wasn’t able to meet you personally, I was able to see you working with another applicant and was impressed with your efforts and the excellent platform that your team presented. Thank you very much.
Luis R.
It was amazing, you guys did a great job! I found several potential companies!
Irene
A good friend told me of her success using Career Connectors networking.  She landed an interview and later, a job in her field, after attending one networking event.  So, when it was my turn, I had to check it out. I was starting to get the blues about being unemployed but the speaker lifted me out of the dumps and put my life back in perspective. So many people were there to help and offer support!   Just by networking that day, I was given a job lead that has led to two interviews and a… Read more
Mary B.
I own a Leadership Company, and have enjoyed attending the Career Connector events. With gratitude I listen to the speakers you line up… they offer phenominal and practical information. What has struck me each time has been the audience. My heart hurts for them. They are in a desperate place in their lives. I have had the opportunity speak with a few of the people in attendance, and they have shared their stories… I walk away thankful to God for the opportunity to meet these people and they … Read more
Bonnie M.
This was terrific! Very successful. I’m glad I came!
Maggie D.
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