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Rooftop Solar Sales Consultant

Rooftop Solar Sales Consultant follows procedures and supports clients through 20 concrete tasks that illustrate the day-to-day. The tasks show who needs help, immediate priorities, and how to check your work. Each one shows where we found it, and comes with an AI prompt you can copy and use straight away.

20evidenced tasks
20ready prompts
9tools of the trade
41-4011.07O*NET-SOC code
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What it pays

Government survey numbers — not estimates, not ads.

In India, Service and sales workers earn about ₹15,575 a month on average — around ₹1.9 lakh a year (government PLFS survey via ILOSTAT, occupation-family figure).
Think you get this job?Six quick questions on how it really works — with a hint and the reason behind every answer.
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The work, task by task

These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.

Convincing2

Develop proposals, quotes, contracts, or presentations

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Produce a signed proposal and customer quote for the Martins at 42 Birch Lane: include system design, total…
Produce a signed proposal and customer quote for the Martins at 42 Birch Lane: include system design, total price, itemised equipment and labour, ten-year production estimate, payback timeline, available rebates, and a two-week acceptance deadline for e-signature.
The tools that do the workMicrosoft WordAdobe AcrobatESCOjob descriptionsO*NET

Assess sites for solar suitability using tools/software

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Survey 42 Birch Lane roof for shading, azimuth, pitch, unobstructed area and structural constraints, produce…
Survey 42 Birch Lane roof for shading, azimuth, pitch, unobstructed area and structural constraints, produce a site assessment report with annotated roof diagram, hourly solar access estimate and recommended panel layout for permit submission.
The tools that do the workTrimble SketchUp Projob descriptionsO*NET
Sending & sharing2

Identify potential customers

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Run a targeted outreach list of owner-occupiers within a three-mile radius of 42 Birch Lane who pay over $250…
Run a targeted outreach list of owner-occupiers within a three-mile radius of 42 Birch Lane who pay over $250 monthly, have suitable roof age and orientation, and have no recent solar install; prioritise leads by estimated payback under local tariffs.
The tools that do the workSalesforceESCOjob descriptions
START

Take quote requests or orders from customers or dealers

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Take the Martins' purchase confirmation over the phone and convert it into a formal order: capture customer…
Take the Martins' purchase confirmation over the phone and convert it into a formal order: capture customer details, selected system, chosen payment option, deposit amount, and requested install month, then generate an acknowledgement for their signature.
The tools that do the workSalesforcejob descriptionsO*NET
Negotiating1

Work with cross-functional teams to meet sales objectives

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Coordinate with operations, permitting and finance to close the Martins job: confirm panel availability,…
Coordinate with operations, permitting and finance to close the Martins job: confirm panel availability, agreed install window in July, permit pathway and final rebate paperwork so sales can deliver a binding three-week start date to the customer.
The tools that do the workGoogle WorkspaceMicrosoft Outlookjob descriptionsO*NET
Make1

Customize energy products or services to meet customer needs

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Design a customised energy package for the Martins combining a 6.6 kW rooftop system, optional battery backup…
Design a customised energy package for the Martins combining a 6.6 kW rooftop system, optional battery backup sized to two days’ critical load, a two-tier finance option, and clearly listed government rebate steps so the package meets their retirement income goals.
The tools that do the workMicrosoft Exceljob descriptionsO*NET
The daily work14

Estimate costs for solar equipment and installation

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Estimate total equipment and installation costs for 34 Birch Street: list panel, inverter, racking, meter…
Estimate total equipment and installation costs for 34 Birch Street: list panel, inverter, racking, meter upgrades, labour hours, permit fees and contingency, show itemised prices, and a 20-year maintenance and replacement allowance for the homeowner to sign off this Thursday.
The tools that do the workMicrosoft Exceljob descriptions

Explain financial information, incentives, and rebates to customers

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Explain to Mrs. Patel the system payback, available state rebate, small-scale technology certificates,…
Explain to Mrs. Patel the system payback, available state rebate, small-scale technology certificates, estimated bill reduction year by year, and the different finance options so she can decide by next Tuesday and I can prepare the application.
The tools that do the workMicrosoft PowerPointjob descriptions

Prepare or review detailed design drawings and specifications

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Review the roof layout drawings and system schedule for 34 Birch Street, check panel layout, string lengths,…
Review the roof layout drawings and system schedule for 34 Birch Street, check panel layout, string lengths, inverter location, roof penetrations and cable runs, flag constructability or spacing issues and produce a redlined drawing for the engineer before Friday.
The tools that do the workAutodesk AutoCADTrimble SketchUp Projob descriptions

Contribute to process improvements and solutions

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Draft three specific changes to our site-survey-to-proposal handoff: a mandatory photo checklist, a standard…
Draft three specific changes to our site-survey-to-proposal handoff: a mandatory photo checklist, a standard customer load worksheet, and a roof-safety note, then schedule a 30-minute trial with installers next Wednesday to test them.
The tools that do the workMicrosoft Wordjob descriptions

Support ongoing learning and development

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Put together a 45-minute training session for the team covering recent tariff changes, how to assess…
Put together a 45-minute training session for the team covering recent tariff changes, how to assess household loads on visits, and where to find current grants, and attach two quick reference sheets for on-site use next Monday.
The tools that do the workGoogle Workspacejob descriptions

Promote the use of solar energy as an alternative and sustainable energy source

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Prepare a concise one-page customer handout that compares rooftop solar benefits versus sticking with…
Prepare a concise one-page customer handout that compares rooftop solar benefits versus sticking with grid-only power, includes average payback for our area, environmental CO2 savings and next steps to get a site visit booked this month.
The tools that do the workMicrosoft PowerPointESCO

Domestic heating systems

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Survey the house heating setup, calculate annual heat demand and estimated bill savings from rooftop solar…
Survey the house heating setup, calculate annual heat demand and estimated bill savings from rooftop solar and heat pump combinations, check eligibility for the government boiler replacement grant, then draft a proposal with system specs and five-year payback numbers to leave with Mrs Patel by Friday.
The tools that do the workMicrosoft ExcelGoogle WorkspaceESCOsee the evidence ↗

Inform customers on energy consumption fees

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Explain to Mr Johnson his current tariff structure, show how time-of-use and standing charges affect his bill…
Explain to Mr Johnson his current tariff structure, show how time-of-use and standing charges affect his bill using his past twelve months' consumption, model costs under the supplier's peak and off-peak rates, and email a one-page summary with recommendations within 48 hours.
The tools that do the workMicrosoft ExcelMicrosoft OutlookESCOsee the evidence ↗

Electricity market

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Explain to the homeowner how current local retail electricity rates, time-of-use charges and feed-in tariffs…
Explain to the homeowner how current local retail electricity rates, time-of-use charges and feed-in tariffs affect savings from a 6.6 kW rooftop system for the next 12 months, and calculate simple payback scenarios using their last 12 months of bills.
The tools that do the workMicrosoft ExcelESCOsee the evidence ↗

Energy efficiency

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Walk the homeowner through low-cost actions to cut their winter and summer consumption by 10–20 percent, list…
Walk the homeowner through low-cost actions to cut their winter and summer consumption by 10–20 percent, list estimated kWh savings and rough installation steps for LED lighting, hot-water pipe insulation and smart thermostatic controls.
The tools that do the workMicrosoft WordESCOsee the evidence ↗

Inform on government funding

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Tell the customer which federal and state solar rebates and interest-free loan programs they likely qualify…
Tell the customer which federal and state solar rebates and interest-free loan programs they likely qualify for, the expected dollar value, the key eligibility documents and the application deadlines they must meet this quarter.
The tools that do the workGoogle WorkspaceESCOsee the evidence ↗

Assess customers

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Run through a short questionnaire with the homeowner to record roof orientation, usable area, current annual…
Run through a short questionnaire with the homeowner to record roof orientation, usable area, current annual kWh, household occupancy patterns and any shading, then return a readiness rating and next technical step.
The tools that do the workSalesforceESCOsee the evidence ↗

Identify customer's needs

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Interview the household to prioritise motivations—cutting bills, carbon reduction, backup power or resale…
Interview the household to prioritise motivations—cutting bills, carbon reduction, backup power or resale value—then produce a recommended system size, battery option and financing preference tied to those priorities.
The tools that do the workMicrosoft OutlookESCOsee the evidence ↗

Characteristics of services

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Describe our standard rooftop solar service: site survey, system design, permit handling, installation,…
Describe our standard rooftop solar service: site survey, system design, permit handling, installation, commissioning and monitoring subscription, including typical timelines, warranties and who the customer calls for faults.
The tools that do the workAdobe AcrobatESCOsee the evidence ↗

Says who?

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The logs, files & records this job keeps

Shared with other careers — the same record means something different in each.

Related careers

Same family of work — each with its own tasks and prompts.

The LLOS Work Atlas is the world's largest evidenced task library — a map of human work, with a ready prompt behind every task. 1,774 careers · every task named by the sources that witnessed it — O*NET, ESCO, real job descriptions, Wikipedia — and the deepest tasks by several at once. And it is honest about limits: where AI cannot help, the map says so.

The rest of the map

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Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses