Remote Financial Consultant for Mental Health Care

Lyra Health, Inc.; Philippines; Hybrid; PHP 300.000 - 600.000; Vollzeit

Zusammenfassung

Lyra is seeking an associate to support its wellbeing services delivery in the Philippines. You will provide brief financial consultation to clients via telephonic sessions, while upholding Lyra's clinical and service standards.

As an associate, you will handle referrals, manage scheduling, ensure accurate documentation, and coordinate with care and operations teams to deliver a high-quality client experience across a remote setup.

Qualifikationen

• Must be a Registered Financial Planner in the Philippines.
• Experience providing financial consultation to clients.
• Excellent communication and interpersonal skills.
• Fluent in English; other local languages are an advantage.
• Capable of working independently while coordinating with a remote team.

Aufgaben

• Provide brief financial consultation to clients via telephonic sessions.
• Manage session scheduling and maintain timely documentation.
• Coordinate with Lyra care and operations teams to ensure smooth service delivery.
• Maintain confidentiality and ethical practice in all interactions.

Kenntnisse

Registered Financial Planner

Financial consultation experience

Strong communication

English fluency

Independent with remote teamwork

Tools

Case management software

Jobbeschreibung

Lyra is seeking an associate to support its wellbeing services delivery in the Philippines. You will provide brief financial consultation to clients via telephonic sessions, while upholding Lyra's clinical and service standards.

As an associate, you will handle referrals, manage scheduling, ensure accurate documentation, and coordinate with care and operations teams to deliver a high-quality client experience across a remote setup.