William Rafferty

William Rafferty Email and Phone Number

President & Sales Manager at Financial Benefits Solutions Corp.
William Rafferty's Location
Newburyport, Massachusetts, United States, United States
William Rafferty's Contact Details

William Rafferty work email

William Rafferty personal email

n/a
About William Rafferty

Financial Services Expert and Federal/State Benefits Consultant specializing in retirement and income planning solutions for pensions, estate planning and executive benefits for business. My mission is to build trust, educate and serve my clients to maximize their income, preserve their wealth and protect their families so that they can enjoy peace of mind in retirement.

William Rafferty's Current Company Details

President & Sales Manager at Financial Benefits Solutions Corp.
William Rafferty Work Experience Details
  • Capital Keystone Group
    Territory Manager
    Capital Keystone Group Sep 2013 - Oct 2015
    Waco, Texas Area
    Territory Manager for a Federal Benefits Consulting Firm.
  • Rafferty Financial
    President
    Rafferty Financial Jun 2011 - Sep 2013
    Independant Broker Selling life insurance and retirement products to small and medium businesses and individual clients
  • Massmutual
    Financial Advisor
    Massmutual Nov 2010 - Jun 2011
    Bedford Nh
    Regional Sales representative, selling a suite of insurance and investment products to small and medium size businesses and to individual clients.
    View
  • Metlife Investors
    Financial Advisor
    Metlife Investors Jul 2009 - Nov 2010
    Danvers, Massachusetts
    Regional Sales representative, selling a suite of insurance and investment products to small and medium size businesses and to individual clients.
    View
  • New York Life Insurance Company
    Registered Representative
    New York Life Insurance Company Nov 2004 - Jul 2008
    Greater Boston Area
    View

William Rafferty Skills

Estate Planning Securities Executive Benefit Strategies Wealth Management Services Federal Benefits Pensions Wealth Preservation Retirement Annuity Sales Insurance Wealth Employee Benefits Financial Services Life Insurance Financial Planning Long Term Care Insurance Retirement Benefits Account Management

William Rafferty Education Details

  • American College Of Financial Services
    American College Of Financial Services
    Financial Education For Securities, Banking And Insurance Professionals
  • New York Life Insurance Company University (Nylic University)
    New York Life Insurance Company University (Nylic University)
  • Northern Essex Community College
    Northern Essex Community College
    Accounting And Finance
    View

Frequently Asked Questions about William Rafferty

What is William Rafferty's role at the current company?

William Rafferty's current role is President & Sales Manager at Financial Benefits Solutions Corp..

What is William Rafferty's email address?

William Rafferty's email address is wr****@****ual.com

What schools did William Rafferty attend?

William Rafferty attended American College Of Financial Services, New York Life Insurance Company University (Nylic University), Northern Essex Community College.

What skills is William Rafferty known for?

William Rafferty has skills like Estate Planning, Securities, Executive Benefit Strategies, Wealth Management Services, Federal Benefits, Pensions, Wealth Preservation, Retirement, Annuity Sales, Insurance, Wealth, Employee Benefits.

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