Description
Advise residential and commercial customers on solar solutions by assessing energy needs and sites, modeling performance, and delivering proposals, pricing, and financing options.
- • Generate and qualify solar leads to build a pipeline.
- • Conduct consultations to gather energy use, site details, and goals.
- • Assess sites using tape measures, compasses, photos, and software to confirm suitability.
- • Model solar output and savings considering climate, shading, and roof orientation.
- • Recommend PV, storage, and service options matched to needs and budget.
- • Prepare and present proposals, quotes, contracts, and presentations.
- • Explain incentives, tax credits, financing, warranties, and interconnection steps.
- • Create customized energy plans, including efficiency and storage recommendations.
- • Coordinate preliminary designs and equipment lists with engineering.
- • Review layout drawings and specifications with customers for clarity and accuracy.
- • Develop territory plans and collaborate on marketing to drive demand.
- • Manage follow-up, negotiations, and deal closure; take quote requests or orders.
- • Demonstrate solar and monitoring equipment to customers.
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Marketing & Sales
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
