Brian Jackson
About Brian Jackson
Brian Jackson serves as the Regional Vice President at Transamerica Retirement Solutions, where he focuses on identifying retirement plan opportunities and managing the sales process. With over 15 years of experience in the retirement plan sector, he has held various roles, including financial advisor and employee benefit specialist.
Work at Transamerica
Brian Jackson serves as the Regional Vice President at Transamerica Retirement Solutions, a position he has held since 2018. In this role, he collaborates with advisors to identify retirement plan opportunities and navigate the sales process to secure new business. He focuses on providing competitive pricing and high-quality service as a record-keeper, assisting plan participants in achieving their retirement objectives. His responsibilities encompass managing retirement plans with assets ranging from $0 to $50 million across Arizona and New Mexico.
Previous Experience at Principal Financial Group
Prior to his current role, Brian Jackson worked at Principal Financial Group in various capacities. He served as a Senior Employee Benefit Specialist from 2007 to 2010 in Chicago, Illinois, and later as a Senior Benefit and Planning Counselor from 2010 to 2016 in Phoenix, Arizona. He also held the position of Director of Sales - Retirement Services for a brief period in 2018. His experience at Principal Financial Group provided him with a solid foundation in employee benefits and retirement planning.
Experience as a Financial Advisor
Brian Jackson began his career in finance as a Financial Advisor at Merrill Lynch, where he worked from 2005 to 2007. This role allowed him to gain valuable experience in financial planning and client management. Following his tenure at Merrill Lynch, he transitioned to Principal Financial Group, where he continued to build his expertise in retirement solutions and employee benefits.
Education and Expertise
Brian Jackson earned his Bachelor of Science degree in Finance from the University of Arizona, Eller College of Management, completing his studies from 1997 to 2002. His educational background in finance has equipped him with the knowledge and skills necessary to excel in the retirement plan sector. With over 15 years of experience in the industry, he has held various roles, including advisor, education specialist, and plan sales representative.