Daniel Willis

Even though I have been working in sales my whole career, my role at Kilo is very different to what I have been doing previously. My role as an internal sales advisor is to maintain and grow a certain area of the UK, my area is looking after the South Coast along with London.

At Kilo I sell food ingredients and functional chemicals, I deal with all different types of businesses such as Food Manufacturers all the way to Pharmaceutical companies.

Current duties/responsibilities

• Looking after current accounts by processing orders and checking stock levels
• Offering customer contracts for all ingredients, resulting in keeping hold of customers business for longer
• Up selling additional items to current customer
• Searching for new business/accounts
• Maintaining customer contact by email and phone
• Organising samples to be sent to customers
• Setting up appointments for the external sales advisor
• Hitting KPI (Key Performance Indicator) targets monthly/quarterly
• Reaching turnover targets monthly/quarterly
• Working out profit margins
• Working out delivery costs

With no previous insurance experience I was starting my journey with very little knowledge and understanding in the industry, however I picked up a lot of information in a small time through hard work and a willingness to learn.

Current duties/responsibilities;

• Dealing with new lead enquires over the phone and by email
• Reading new business scripts to clients and disclosing certain information
• Handling customer queries promptly
• Dealing with customer complaints in a professional manner
• Exceptional customer service & creating a long standing rapport with cliente and insurers
• Setting up new insurance policies for all different types of companies and individuals. This includes Landlords, Tradespeople, Shop/Restaurant owners and many more
• Selling additional policies such as Legal Expenses and Personal Accident cover
• Preparing new insurance documents along with on cover letters to send out to clients
• Setting up direct debit agreements
• Passing file and phone audits
• Loading manual policies onto our database (Acturis)
• Taking live hand offs from the bank (Lloyds)

After spending eight years with Brindleys I had the opportunity to return to KIA but with a new group and to experience a different environment. Even though the job role was the same in many ways, some parts of the process were very different at Clarks.

Previous duties/responsibilities;

• Taking on new enquires via customer visits, telephone or email
• Motability accredited
• Preparing customer handovers (Arranging valet, fuelling cars, checking on service/mot and many more
• Vehicle appraisals for part exchanges
• Citnow videos
• Walk around presentations of vehicles
• Collecting new cars from compound
• Arranging used car sales pitch
• Selling additional add ons - Guarantee Asset Protection, Diamondbrite, Service Plans and Finance packages
• Prospecting previous customers
• Handling customer queries promptly
• Dealing with customer complaints in a professional manner
• Exceptional customer service & creating a long standing rapport with customers and suppliers

Working for Brindley Garages was my first full time job. I started my first six months training, learning the job role by observing the other sales executives and doing general house keeping. After time my knowledge grew rapidly which resulted in having more confidence and taking on more responsibilities in the role. I was based at KIA (Wolverhampton) from August 2014 up until January 2022 and then I finished my journey with Brindleys at Honda (West Bromwich) for the remaining four months.

Previous duties/responsibilities;

• Walk around presentations of vehicles
• Vehicle appraisals for part exchanges
• Taking on new enquires via customer visits, telephone or email
• Motability accredited
• Preparing customer handovers (Arranging valet, fuelling cars, checking on service/mot and many more
• Ordering new cars
• Citnow videos
• Organising showroom cars including vehicle information
• Handling customer queries promptly
• Dealing with customer complaints in a professional manner
• Exceptional customer service & creating a long standing rapport with customers and suppliers
• Arranging used car sales pitch
• Loading vehicles onto Auto trader
• Arranging new vehicle deliveries
• Selling additional add ons - Guarantee Asset Protection, Diamondbrite, Service Plans and Finance packages
• Experience in using Pinewood and Dealerweb

Whilst studying at Sixth Form I got a part time job at Next mainly working weekends, after finishing my exams I was offered a flexible contract where I could pick up extra shifts therefore pretty much working full time most weeks when available.

Previous duties/responsibilities;

• Maintaining shop floor standards
• Serving customers on tills including processing returns
• Stock check
• Answering calls
• Organising customer parcels in stock room
• Arranging new shop floor point of sale
• Front of shop meet and greet
• Mystery shop audits
• Arranging deliveries for Next Home orders
• Tidying clothes on shop floor