{"schemaVersion":"1.0","exportedAt":"2026-05-15T12:39:09.008Z","occupation":{"soc":"41-4011.07","title":"Solar Sales Representatives and Assessors","group":"Sales & Related","sector":"44-45","jobZone":3,"jobZoneInferred":false},"framework":{"version":"v.26.05","description":"","contextCovered":"This framework covers solar sales and site assessment practice from entry-level residential prospecting through executive-level commercial strategy in the retail and energy services sector.","levels":{"emerging":{"label":"Emerging","statements":["Basic solar product brochures and quote templates — compile and distribute under direct supervision during initial customer inquiries.","Prospective customer intake forms — complete and submit following established protocols to gather solar energy needs information.","Solar equipment vocabulary and system components — identify and describe accurately when responding to entry-level customer questions.","CRM software records — enter new customer contact data and lead details under supervisor guidance after each prospect interaction.","Residential site dimensions and roof orientation — record using tape measures and compasses under direction during supervised field assessments.","Standard solar incentive programs and available tax rebates — locate and relay to customers using pre-approved information sheets.","Pre-written sales presentations — deliver using presentation software to small groups of prospective customers with coach support.","Customer solar energy consumption bills and usage data — review and summarize for handoff to senior representatives in familiar residential contexts.","Office suite and email software — draft routine customer correspondence and follow-up messages following approved templates.","Shade and roof pitch observations — document using a structured checklist during entry-level site visits under experienced-representative oversight."]},"developing":{"label":"Developing","statements":["Solar array production estimates — calculate for standard residential sites by applying climate and shading factors using spreadsheet software with limited oversight.","Customized solar proposals and quotes — prepare independently using CAD and presentation software for straightforward residential or small commercial customers.","Customer funding options, financing terms, and available incentives — explain clearly and accurately during consultative sales conversations.","Site suitability assessments — conduct using tape measures, compasses, and solar analysis software for typical residential rooftop installations.","CRM pipeline records — maintain and update routinely to track leads, follow-ups, and deal stages across an assigned territory.","Solar product and system options — match to customer requirements by evaluating electrical needs, site conditions, and budget in familiar residential contexts.","Video conferencing software — facilitate remote customer consultations and virtual site reviews for prospects outside normal service area.","Inbound and outbound lead generation activities — execute using social outreach and referral programs to develop new accounts consistently.","Standard sales contracts and agreements — review for accuracy and present to customers, addressing common objections with practiced negotiation techniques.","Technical questions about inverter types, panel efficiency, and system warranties — respond to competently during dealer or customer meetings."]},"proficient":{"label":"Proficient","statements":["Complex solar proposals for commercial or multi-structure sites — develop autonomously, integrating load analysis, shading calculations, and financing structures into compelling customer presentations.","Non-standard site assessments with shading obstructions, irregular roof geometry, or grid-tie complications — evaluate and resolve using advanced software tools and field judgment.","Full sales cycle from lead generation through contract execution — manage independently across residential and commercial accounts in a competitive market territory.","Customer ROI and payback period analyses — construct and communicate persuasively using spreadsheet models calibrated to actual utility rates and incentive schedules.","ERP and project management software — coordinate post-sale handoffs to installation teams, ensuring accurate scope, timeline, and equipment specifications.","Negotiation of contract terms, system upgrades, and financing packages — conduct autonomously to close non-routine or high-value accounts.","Solar regulatory updates, utility interconnection requirements, and evolving incentive structures — monitor through active learning and apply immediately to customer guidance.","Multi-stakeholder customer groups including property owners, facility managers, and financial decision-makers — engage and align using targeted communication and social perceptiveness.","Underperforming leads and stalled pipeline opportunities — diagnose using CRM analytics and execute recovery strategies without supervisory input.","Written proposals and technical documentation — produce at a professional standard that satisfies both customer comprehension and regulatory compliance requirements."]},"advanced":{"label":"Advanced","statements":["Regional solar sales strategy and territory expansion plans — develop and implement at organizational scale, setting measurable revenue and market-share targets.","Sales team competency development programs — design and lead, coaching representatives across all skill levels in site assessment, proposal writing, and customer negotiation.","Enterprise CRM and ERP configuration standards — establish and govern to ensure consistent pipeline visibility, forecasting accuracy, and post-sale coordination across the organization.","Strategic partnerships with installers, financiers, and utility programs — negotiate and structure to expand the company's solar product and service portfolio.","Organizational pricing models, discount authority frameworks, and incentive program adoption — set and refine in response to evolving market conditions and competitor intelligence.","High-stakes commercial or municipal solar contracts — lead from initial assessment through final execution, representing the organization as principal negotiator.","Company-wide site assessment and solar production calculation methodologies — author and standardize, ensuring technical accuracy and compliance with current industry codes.","Market entry decisions for new customer segments or geographic regions — evaluate using complex problem-solving and deductive reasoning, presenting recommendations to executive leadership.","Sales performance metrics and KPI dashboards — design and monitor organization-wide, using data to drive continuous improvement in conversion rates and customer satisfaction.","Industry conferences, trade associations, and regulatory forums — represent the organization as a subject-matter authority, influencing best practices and shaping policy conversations."]}}},"sources":{"onet":"v30.2 (CC BY 4.0)","crosswalk":"https://skillscrosswalk.com","generator":"LER.me"},"attribution":"© EBSCOed"}