Casey Self Email & Phone Number

With over 10 years of work experience in the financial and insurance industry, I am a Senior Accountant Executive and Director of Operations at Axline and Associates & Axline Agency, a leading provider for all insurance needs and wealth management. I hold the Chartered Retirement Plan Specialist (CRPS®) credential, which demonstrates my expertise and commitment to helping clients achieve their retirement goals. I am also skilled in new business development, property and casualty insurance, and home owners insurance, as well as customer service and sales. As a Director of Operations, I oversee the daily operations and strategic direction of the company, ensuring that we deliver high-quality services and products to our clients and partners. I also manage a team of professionals, providing them with guidance, training, and support. As a business owner, I founded and ran Self Customs, a website that allows customers to create and order customized products, such as apparel, accessories, and home decor. I handled all aspects of the business, from marketing and branding, to web development and fulfillment. I am passionate about creating innovative and personalized solutions that meet the needs and preferences of diverse customers. I value collaboration, integrity, and excellence, and I strive to contribute to the growth and success of my team, my company, and my industry. I am looking for opportunities to leverage my skills, experience, and credentials to make a positive impact in the field of employee benefits and retirement planning.

Listed skills include Fixed Annuities, Insurance, Sales, Financial Services, and 15 others.