Joseph Kariuki
@josephkariuki6
Financial advisor focused on client needs, compliance, and growth solutions.
What I'm looking for
I’m a client-focused Financial Advisor who builds trust through thorough needs analysis, accurate documentation, and ongoing policy servicing. I proactively grow a sales pipeline through networking, cold calling, referrals, and community engagement, while helping clients connect insurance decisions to a broader strategy for estate planning, tax planning, and investment growth.
Across my experience, I’ve combined commercial execution with operational excellence and risk awareness. As a Guest Excellence and Operations Associate, I coordinated order preparation and delivery, monitored service trends, and supported continuous improvement through training and performance evaluations. Earlier, I led ethics and compliance work—monitoring red flags, conducting forensic audits, implementing anti-fraud controls, and leading a team of 4 to strengthen integrity and mitigation practices.
I also bring strong people and communication capability, supported by Media/Communication education and IT fundamentals. I’ve trained and supervised contract interpreters through prescreening interviews and cultural orientation classes, and I’ve coordinated complex executive operations including travel, budgets, and correspondence. In project work at Manna Foods Limited, I used structured planning and MS Excel inventory tracking to resolve issues, lead cross-functional teams, and document outcomes that increased profits from losses of 70k+.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Icea Lion Group
Jan 2025 - Present (1 year 5 months)
Prospected and generated leads, conducted needs analysis, and advised clients on life, wealth management, and critical illness insurance solutions. Managed policy servicing and claims support while ensuring accurate, compliant documentation and building annual marketing plans.
Guest Excellence & Ops Associate
Ando Foods
Sep 2025 - Feb 2026 (5 months)
Served as first point of contact for guests and coordinated with operations and dispatch teams to ensure timely, accurate order preparation and delivery. Monitored trends in complaints and compliments, supported service training, and maintained workplace safety by reporting hazards and replenishing supplies.
Ethics & Compliance Team Lead
Cws/Rsc Africa
Jan 2024 - Mar 2025 (1 year 2 months)
Monitored employee activities and operational processes for ethics and conduct red flags, leading a team of 4 members. Conducted forensic audits, implemented anti-fraud controls and fraud risk assessments, advised on ethical dilemmas, and developed codes of conduct and whistleblower/conflict-of-interest policies.
Interpreter Support Assistant
Cws/Rsc Africa
Mar 2023 - Mar 2025 (2 years)
Supported RSC program planning by contributing to staff projections and budget inputs. Trained, tested, supervised, and provided field support to interpreters, conducting cultural orientation and interpreting/translation as required while maintaining knowledge of the U.S. Refugee Admissions Program.
Project Manager
Manna Foods Limited
Mar 2021 - Feb 2023 (1 year 11 months)
Led end-to-end project delivery from initiation to closing by building project teams, coordinating stakeholders, and managing project budgets. Improved operational performance by documenting issues and resolving product concerns through consumer testing, contributing to profits after losses of 70k+ and using Excel for inventory tracking.
Executive Assistant to Managing Director
Sahihi Interior Builders Limited
Feb 2020 - Oct 2022 (2 years 8 months)
Provided executive support by managing complex calendars across multiple time zones and handling email correspondence on behalf of the managing director. Coordinated travel itineraries, maintained expense and budget tracking, and organized meeting/event logistics with accurate documentation.
Education
Degrees, certifications, and relevant coursework
Hyrax Education Institute
Diploma, Information Technology
Completed a Diploma in Information Technology at Hyrax Education Institute in Nakuru.
Pan Africa Christian University
Bachelor of Arts, Communication and Media
Earned a Bachelor of Arts in Communication and Media from Pan Africa Christian University in Nairobi.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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