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O*NET-SOC 41-4011.07

Solar Sales Representatives and Assessors

Contact new or existing customers to determine their solar equipment needs, suggest systems or equipment, or estimate costs.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Prepare proposals, quotes, contracts, or presentations for potential solar customers.Core17655
  2. Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.Core17656
  3. Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.Core17663
  4. Gather information from prospective customers to identify their solar energy needs.Core17661
  5. Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.Core17658
  6. Generate solar energy customer leads to develop new accounts.Core17654
  7. Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.Core17664
  8. Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.Core17657
  9. Take quote requests or orders from dealers or customers.Core17665
  10. Prepare or review detailed design drawings, specifications, or lists related to solar installations.Core17662
  11. Create customized energy management packages to satisfy customer needs.Core17659
  12. Develop marketing or strategic plans for sales territories.Core17660
  13. Demonstrate use of solar and related equipment to customers or dealers.Core17666

Technology Skills

From O*NET 30.3, 17 examples in 13 categories, 12 Hot Technology

Free · O*NET 30.3

Document management software

  • Adobe AcrobatHot Technology

Computer aided design CAD software

  • Autodesk AutoCADHot Technology
  • Trimble SketchUp ProHot Technology

Video conferencing software

  • Google Meet
  • ZoomHot Technology

Office suite software

  • Google Workspace softwareHot Technology
  • Microsoft Office softwareHot Technology

Enterprise resource planning ERP software

  • Microsoft Dynamics

Spreadsheet software

  • Microsoft ExcelHot Technology

Electronic mail software

  • Microsoft OutlookHot Technology

Presentation software

  • Microsoft PowerPointHot Technology

Project management software

  • Microsoft ProjectHot Technology

Word processing software

  • Microsoft WordHot Technology

Customer relationship management CRM software

  • Salesforce softwareHot TechnologyIn Demand
  • Salesforce.com Salesforce CRM

Analytical or scientific software

  • Solar analysis software

Internet browser software

  • Web browser software

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

  • Gather customer or product information to determine customer needs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Identifying Objects, Actions, and Events

  • Identify potential customers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Estimating the Quantifiable Characteristics of Products, Events, or Information

  • Assess locations for potential green technology installations.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Judging the Qualities of Objects, Services, or People

  • Evaluate potential of products, technologies, or resources.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Thinking Creatively

  • Develop marketing plans or strategies.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Develop content for sales presentations or other materials.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare drawings or diagrams of products or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Documenting/Recording Information

  • Develop proposals for current or prospective customers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare sales or other contracts.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Interpreting the Meaning of Information for Others

  • Explain technical product or service information to customers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Explain financial information to customers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Selling or Influencing Others

  • Customize energy products or services to meet customer needs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Demonstrate products to consumers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing Administrative Activities

  • Take product orders from customers.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 14
Distinct tools0
Level mix
  • No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.