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Snapshot before the quality program (relevance gates, tiered mapping, QA linter). v1 is the immutable before/after reference; evidence crawl was at ~175/3039 occupations when tagged. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
37 lines
2.3 KiB
Markdown
37 lines
2.3 KiB
Markdown
# Tasks & work activities — solar energy sales consultant
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Source: O*NET 30.3, occupation 41-4011.07 (Solar Sales Representatives and Assessors).
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## Task statements
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- **[Core]** Generate solar energy customer leads to develop new accounts.
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- **[Core]** Prepare proposals, quotes, contracts, or presentations for potential solar customers.
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- **[Core]** Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.
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- **[Core]** Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.
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- **[Core]** Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.
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- **[Core]** Create customized energy management packages to satisfy customer needs.
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- **[Core]** Develop marketing or strategic plans for sales territories.
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- **[Core]** Gather information from prospective customers to identify their solar energy needs.
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- **[Core]** Prepare or review detailed design drawings, specifications, or lists related to solar installations.
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- **[Core]** Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.
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- **[Core]** Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.
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- **[Core]** Take quote requests or orders from dealers or customers.
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- **[Core]** Demonstrate use of solar and related equipment to customers or dealers.
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## Detailed work activities
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- Assess locations for potential green technology installations.
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- Customize energy products or services to meet customer needs.
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- Demonstrate products to consumers.
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- Develop content for sales presentations or other materials.
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- Develop marketing plans or strategies.
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- Develop proposals for current or prospective customers.
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- Evaluate potential of products, technologies, or resources.
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- Explain financial information to customers.
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- Explain technical product or service information to customers.
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- Gather customer or product information to determine customer needs.
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- Identify potential customers.
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- Prepare drawings or diagrams of products or services.
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- Prepare sales or other contracts.
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- Take product orders from customers.
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