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Financial Consultant - Philippines
📜 Description
- Provide brief financial consultations to clients by telephone.
- Manage client referrals and schedule consultation sessions.
- Complete timely, accurate documentation and administrative tasks.
- Coordinate with Lyra's care and operations teams to support service delivery and client experience.
- Follow Lyra's clinical and service standards.
🛠️ Requirements
- 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
✨ Benefits
- Flexible schedule setting.
- Paperless billing and quick payment turnaround.
- Access to clinical consultations and specialty group consultation meetings.
- 24/7 Care Navigation crisis support.
- Monthly newsletters and provider Help Center resources.
- Exclusive provider events with Lyra's clinical leaders.
- Client matching through Lyra's matching technology.
Full 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:
Here are some of the advantages to joining the Lyra provider network:
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