David Lucks
Papillion,NE
Summary
Asset management sales professional with 25+ years in financial services and 19 years at Pacific Life. Proven success driving mutual fund and investment strategy adoption consistently exceeding revenue targets by up to 140%. Trusted partner to senior field leadership, specializing in distribution strategy, fund positioning, capital flows, and broker/dealer engagement. Recognized for translating investment philosophy into actionable sales conversations for advisors and institutions.
Overview
20
20
years of professional experience
1
1
Certificate
Work History
Senior Mutual Fund Specialist, CMD
Pacific Life Insurance Company
06.2017 - Current
- Drive asset management sales through consultative partnerships with 33 Field Regional Vice Presidents, supporting fund distribution and AUM growth initiatives.
- Position mutual fund investment philosophy, portfolio construction, and market outlooks in collaboration with broker/dealers and sub-advisory partners (Aristotle Funds).
- Enable sales teams through coaching on investment due diligence, competitive positioning, and advisor-facing value propositions.
- Consistently exceed revenue targets, achieving 140% of goal with $4B+ in sales (2024) and $3B+ (2025).
Senior Internal Wholesaler – Retirement Solutions
Pacific Life Insurance Co.
09.2006 - Current
- Supported asset gathering efforts across multiple territories by deepening advisor relationships alongside external wholesalers.
- Served as liaison between sales leadership and field teams as a member of the Internal Wholesaler Advisory Group, supporting distribution initiatives.
- Executed needs-based consultative sales strategies to expand adoption of mutual funds and retirement investment solutions.
- Delivered 100%+ of annual sales targets every year, contributing to sustained territory growth.
Education
Bachelor of Science - Business Administration
University of Nebraska At Omaha
Omaha, NESkills
- Asset Management Sales
- Mutual Fund Distribution
- Investment Strategy Positioning
- Capital Flows & AUM Growth
- Internal & Field Wholesaling
- Advisor & Institutional Relationships
- Consultative & Solutions-Based Selling
- Sales Enablement & Coaching
- Cross-Functional Collaboration
Certification
- Sales Floor MVP (2018) Wire House MVP (2016) #2 Power Player (2015)
- Certified Fund Specialist (CFS) – 2023
- Certified Retirement Counselor (CRC) – 2012
- FINRA Registrations: Series 7 (2022), Series 6 & 63 (2006)
- Advanced Training: Master Wholesaler Graduate, Sequoia International (2007)
Timeline
Senior Mutual Fund Specialist, CMD
Pacific Life Insurance Company
06.2017 - Current
Senior Internal Wholesaler – Retirement Solutions
Pacific Life Insurance Co.
09.2006 - Current
Bachelor of Science - Business Administration
University of Nebraska At Omaha