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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
2026-07-09 05:32:49 +02:00

2.3 KiB

Tasks & work activities — solar energy sales consultant

Source: O*NET 30.3, occupation 41-4011.07 (Solar Sales Representatives and Assessors).

Task statements

  • [Core] Generate solar energy customer leads to develop new accounts.
  • [Core] Prepare proposals, quotes, contracts, or presentations for potential solar customers.
  • [Core] Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.
  • [Core] Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.
  • [Core] Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.
  • [Core] Create customized energy management packages to satisfy customer needs.
  • [Core] Develop marketing or strategic plans for sales territories.
  • [Core] Gather information from prospective customers to identify their solar energy needs.
  • [Core] Prepare or review detailed design drawings, specifications, or lists related to solar installations.
  • [Core] Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
  • [Core] Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
  • [Core] Take quote requests or orders from dealers or customers.
  • [Core] Demonstrate use of solar and related equipment to customers or dealers.

Detailed work activities

  • Assess locations for potential green technology installations.
  • Customize energy products or services to meet customer needs.
  • Demonstrate products to consumers.
  • Develop content for sales presentations or other materials.
  • Develop marketing plans or strategies.
  • Develop proposals for current or prospective customers.
  • Evaluate potential of products, technologies, or resources.
  • Explain financial information to customers.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Identify potential customers.
  • Prepare drawings or diagrams of products or services.
  • Prepare sales or other contracts.
  • Take product orders from customers.