Occupation

Solar Sales Representatives and Assessors

Human Advantage 71%

Significant human skills needed

AI Automation Risk Moderate Risk
3.4 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

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

Also Known As: Canvasser, Energy Consultant, Residential Solar Consultant, Residential Solar Sales Consultant, Retail Solar Advisor, Sales Associate, Sales Consultant, Sales Representative (Sales Rep) +20 more

Video

Core Tasks

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

Emerging Tasks

New and evolving responsibilities for this role:

  • Log client information and sales leads into tracking documents or software.

Education & Training

Job Zone 3 Job Zone Three: Medium Preparation Needed
Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Experience: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
On-the-Job Training: Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.

Education Level Distribution

Percentage of workers in this occupation with each education level.

Associate's Degree (or other 2-year degree)
45%
Bachelor's Degree
22%
Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production)
10%
High School Diploma - or the equivalent (for example, GED)
9%
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree but do not meet the requirements of academic degrees carrying the title of Master.
7%
Master's Degree
4%
Some College Courses
2%

Technology & Tools

Hot Technologies

  • Adobe Acrobat
  • Autodesk AutoCAD
  • Google Workspace software
  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft Word
  • Salesforce software
  • Trimble SketchUp Pro
  • Zoom

Software (18)

  • Customer relationship management CRM software
  • Google Meet
  • Salesforce.com Salesforce CRM
  • Solar analysis software
  • Web browser software

Tools & Equipment (8)

  • Compact digital cameras
  • Computerized data collectors
  • Desktop computers
  • Extension ladders
  • Laptop computers
  • Personal computers
  • Precision tape measures
  • Solarimeters

Where This Career Leads

Career progression organized by specialty track and experience level.

Strategic Sales Supply Chain & Transportation

Zone 2
Telemarketers 78% match
Zone 3
Solar Sales Representatives and Assessors You are here

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