Financial Consultant - Philippines
PhilippinesJob Description
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 in the 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.
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 in the 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.
Job Description
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 in the 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.
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 in the 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.
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