Financial Consultant - Philippines

Lyra Health; United States; A distancia; USD 5300 - 11.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible schedule

Remote collaboration

Rapid payments

Clinical support

Care Navigation 24/7

Descripción de la vacante

Lyra Health is seeking an Associate to support its employee wellbeing services in the Philippines. The role provides brief financial consultation to clients by phone, while upholding Lyra’s clinical and service standards.

You will handle referrals, manage session scheduling, maintain timely documentation, and coordinate with Lyra's care and operations teams to ensure seamless service and a positive client experience. Fluency in English is required.

Formación

• Must be a Registered Financial Planner and able to practice in the Philippines.
• Experience in providing financial consultation.
• Strong communication and interpersonal skills.
• Confidentiality and ethical practice.

Responsabilidades

• Manage client referrals from Lyra.
• Schedule sessions and ensure timely documentation.
• Coordinate with care and operations teams for seamless delivery.
• Maintain high standard of client care.

Conocimientos

Strong communication and interpersonal

Fluency in English

Remote collaboration

Digital tools for sessions

Educación

Registered Financial Planner

Herramientas

Descripción del empleo

About Lyra

Lyra Clinical Associates partners with Lyra Health, a leading provider of evidence-based mental health care, serving more than 20 million people globally in partnership with employers and more than 100 million through health plan and partner relationships. The company has delivered more than 15 million sessions of mental health care, published more than 35 peer-reviewed studies, and delivered unmatched outcomes in terms of access, clinical effectiveness, and cost efficiency. Lyra members have access to care in one day, and nine out of ten improve with the support of providers like you. Lyra is transforming access to life-changing mental health care through Lyra Empower, the only fully integrated, AI-powered platform combining the highest-quality care and technology solutions. You will be contracted by Lyra Clinical Associates.

Role Description

This is an associate role supporting Lyra Health’s delivery of employee wellbeing services in the Philippines. In this role, you will provide brief financial consultation to clients (via telephonic settings), while adhering to Lyra’s clinical and service standards.

Associates will receive client referrals from Lyra and are expected to manage their session scheduling, maintain timely and accurate documentation, and ensure a high standard of care. The role involves periodic coordination with Lyra’s care and operations team to support seamless service delivery and a positive client experience.

Requirements:

• Professional Qualification: Must be a Registered Financial Planner and is able to practice inthe Philippines.


• Experience in providing financial consultation


• Strong communication and interpersonal skills


• Ability to maintain professional standards, confidentiality, and ethical practice


• Timely completion of documentation and administrative requirements


• Comfortable using digital tools/platforms for sessions and case management


• Ability to work independently while maintaining communication with a remote team


• Fluency in English; additional local languages are an advantage

Here are some of the advantages to joining the Lyra provider network:

• Connect with highly compatible clients thanks to Lyra’s powerful matching algorithm technology


• Flexibility to set your own schedule


• Focus less on the administrative burden of billing with Lyra’s paperless billing and quick payment turnaround


• Access Lyra’s experienced clinical consultations team to get rapid support with your Lyra clients as well as access a range of specialty group consultation meetings


• Have peace of mind with Lyra’s 24/7 Care Navigation team for crisis support


• Stay in the know with monthly newsletters and robust Help Center resources just for Lyra providers


• Access to exclusive provider events with Lyra’s clinical leaders

We are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information or any other category protected by law.

By applying for this contract position, your data will be processed as per Workforce Privacy Notice. If you are a California resident and would like to limit how we use this information, please use the Limit the Use of My Sensitive Personal Information form. This information will only be retained for as long as needed to fulfill the purposes for which it was collected, as described above. Please note that Lyra does not “sell” or “share” personal information as defined by the CPRA. For more information about how we use and retain your information, please see our Workforce Privacy Notice.