Solar Sales Representative or Assessor
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DESCRIPTION

Contact new or existing customers to determine their solar equipment needs, suggest systems or equipment, or estimate costs. Flashlight on Microsoft Windows 11 Solar Sales Representatives typically deal in the sale of solar equipment and systems to companies, businesses and individuals, both commercial and domestic. Their job is to contact current or potential customers of the company and understand their solar energy requirements. They are also required to have a technical knowledge of different solar products, energy systems and requirements so that they can persuasively articulate their benefits to potential customers.

TASKS ranked from most to least important

Prepare proposals, quotes, contracts, or presentations for potential solar customers.

Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.

Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.

Gather information from prospective customers to identify their solar energy needs.

Provide technical information about solar power, solar systems, equipment, and services to potential customers or dealers.

Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.

Generate solar energy customer leads to develop new accounts.

Take quote requests or orders from dealers or customers.

Assess sites to determine suitability for solar equipment, using equipment such as tape measures, compasses, and computer software.

Prepare or review detailed design drawings, specifications, or lists related to solar installations.

Develop marketing or strategic plans for sales territories.

Create customized energy management packages to satisfy customer needs.

Demonstrate use of solar and related equipment to customers or dealers.

INDUSTRY

Manufacturing; Professional, Scientific, and Technical Services

SKILLS ranked from most to least important

Speaking→ Talking to others to convey information effectively.

Active Listening→ Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Service Orientation→ Actively looking for ways to help people.

Critical Thinking→ Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Persuasion→ Persuading others to change their minds or behavior.

Reading Comprehension→ Understanding written sentences and paragraphs in work related documents.

Social Perceptiveness→ Being aware of others' reactions and understanding why they react as they do.

Negotiation→ Bringing others together and trying to reconcile differences.

Complex Problem Solving→ Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Writing→ Communicating effectively in writing as appropriate for the needs of the audience.

Active Learning→ Understanding the implications of new information for both current and future problem-solving and decision-making.

Coordination→ Adjusting actions in relation to others' actions.

Judgment and Decision Making→ Considering the relative costs and benefits of potential actions to choose the most appropriate one.

Monitoring→ Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Time Management→ Managing one's own time and the time of others.

ACTIVITIES ranked from most to least important

Communicating with Persons Outside Organization→ Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Selling or Influencing Others→ Convincing others to buy merchandise/goods or to otherwise change their minds or actions.

Organizing, Planning, and Prioritizing Work→ Developing specific goals and plans to prioritize, organize, and accomplish your work.

Getting Information→ Observing, receiving, and otherwise obtaining information from all relevant sources.

Updating and Using Relevant Knowledge→ Keeping up-to-date technically and applying new knowledge to your job.

Interacting With Computers→ Using computers and computer systems (including hardware and software to program, write software, set up functions, enter data, or process information.

Making Decisions and Solving Problems→ Analyzing information and evaluating results to choose the best solution and solve problems.

Thinking Creatively→ Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.

Identifying Objects, Actions, and Events→ Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.

Communicating with Supervisors, Peers, or Subordinates→ Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Judging the Qualities of Things, Services, or People→ Assessing the value, importance, or quality of things or people.

Processing Information→ Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Estimating the Quantifiable Characteristics of Products, Events, or Information→ Estimating sizes, distances, and quantities; or determining time, costs, resources, or materials needed to perform a work activity.

Provide Consultation and Advice to Others→ Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Evaluating Information to Determine Compliance with Standards→ Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

Analyzing Data or Information→ Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

Monitor Processes, Materials, or Surroundings→ Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.

Resolving Conflicts and Negotiating with Others→ Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Establishing and Maintaining Interpersonal Relationships→ Developing constructive and cooperative working relationships with others, and maintaining them over time.

Developing Objectives and Strategies→ Establishing long-range objectives and specifying the strategies and actions to achieve them.

Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment→ Providing documentation, detailed instructions, drawings, or specifications to tell others about how devices, parts, equipment, or structures are to be fabricated, constructed, assembled, modified, maintained, or used.

Performing for or Working Directly with the Public→ Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.

Performing General Physical Activities→ Performing physical activities that require considerable use of your arms and legs and moving your whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials.

Training and Teaching Others→ Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

RESPONSIBILITIES ranked from most to least important >

Develop content for sales presentations or other materials.

Develop proposals for current or prospective customers.

Prepare sales or other contracts.

Customize energy products or services to meet customer needs.

Explain technical product or service information to customers.

Explain financial information to customers.

Gather customer or product information to determine customer needs.

Identify potential customers.

Take product orders from customers.

Develop marketing plans or strategies.

Prepare drawings or diagrams of products or services.

Demonstrate products to consumers.

ABILITIES ranked from most to least used

Oral Comprehension→ The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression→ The ability to communicate information and ideas in speaking so others will understand.

Speech Clarity→ The ability to speak clearly so others can understand you.

Deductive Reasoning→ The ability to apply general rules to specific problems to produce answers that make sense.

Speech Recognition→ The ability to identify and understand the speech of another person.

Written Comprehension→ The ability to read and understand information and ideas presented in writing.

Near Vision→ The ability to see details at close range (within a few feet of the observer).

Written Expression→ The ability to communicate information and ideas in writing so others will understand.

Problem Sensitivity→ The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Fluency of Ideas→ The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).

Inductive Reasoning→ The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Information Ordering→ The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g. , patterns of numbers, letters, words, pictures, mathematical operations).

Originality→ The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.

Category Flexibility→ The ability to generate or use different sets of rules for combining or grouping things in different ways.

Far Vision→ The ability to see details at a distance.

KNOWLEDGE ranked from most to least required

Sales and Marketing→ Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Customer and Personal Service→ Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Language→ Knowledge of the structure and content of a language - English, French, Swahili et cetera - including the meaning and spelling of words, rules of composition, and grammar.

Engineering and Technology→ Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

Design→ Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

Mathematics→ Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Economics and Accounting→ Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

Administration and Management→ Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Building and Construction→ Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

Clerical→ Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

COMPUTER PROGRAMS ranked alphabetically

Analytical or scientific software -- Solar analysis software

Computer aided design CAD software -- Computer aided design and drafting CADD software; Autodesk Revit; Autodesk AutoCAD; Graebert Ares Version CAD Software; Bentley MicroStation; Dassault Systemes CATIA; Dassault Systemes SOLIDWORKS; PTC Creo Parametric; Trimble SketchUp Pro

Customer relationship management CRM software -- Contact management systems; Contract tracking software; Microsoft Dynamics CRM; Sage SalesLogix; Xero; Microsoft Dynamics; Salesforce software; Oracle Eloqua

Document management software -- e.g., Adobe Systems Adobe Acrobat

Electronic mail software -- e.g., Microsoft Outlook

Internet browser software -- e.g., Apple Safari; Microsoft Edge; Google Chrome; Mozilla Firefox

Office suite software -- e.g., Corel WordPerfect Office; Microsoft Office; Google Workspace; Apache OpenOffice.org

Presentation software -- e.g., Google Slides; Apple iWork Keynote; Corel Presentations; Microsoft PowerPoint

Project management software -- e.g., Confluence; Sapama Projects; Sciforma PPM solution; Xero Projects; Microsoft Project; Easy Projects; Microsoft SharePoint; Oracle Primavera Enterprise Project Portfolio Management

Spreadsheet software -- e.g., Corel Quattro Pro; Microsoft Excel; Google Sheets

Word processing software -- e.g., Corel Wordperfect; Microsoft Word; Google Docs

TOOLS ranked alphabetically

Desktop computers

Digital cameras→ Compact digital cameras

Ladders→ Extension ladders

Measuring tapes→ Precision tape measures

Notebook computers→ Laptop computers

Personal computers

Portable data input terminals→ Computerized data collectors

Solar radiation surface observing apparatus→ Solarimeters

INTERESTS ranked from most to least relevant

Enterprising→ Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Conventional→ Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Realistic→ Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

WORK STYLE ranked from most to least relevant

Initiative→ Job requires a willingness to take on responsibilities and challenges.

Persistence→ Job requires persistence in the face of obstacles.

Dependability→ Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Attention to Detail→ Job requires being careful about detail and thorough in completing work tasks.

Cooperation→ Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Integrity→ Job requires being honest and ethical.

Achievement/Effort→ Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

Self Control→ Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Independence→ Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Concern for Others→ Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

Stress Tolerance→ Job requires accepting criticism and dealing calmly and effectively with high stress situations.

Adaptability/Flexibility→ Job requires being open to change (positive or negative) and to considerable variety in the workplace.

Leadership→ Job requires a willingness to lead, take charge, and offer opinions and direction.

Social Orientation→ Job requires preferring to work with others rather than alone, and being personally connected with others on the job.

Analytical Thinking→ Job requires analyzing information and using logic to address work-related issues and problems.

VALUES ranked from most to least relevant

Achievement→ Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Independence→ Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Working Conditions→ Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.