Financial Representative

Company Description MantraCare is redefining healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for payers and employers. The organization operates an AI-first, expert-supported ecosystem spanning mental health, diabetes, musculoskeletal care, nutrition, and telehealth. Its global platform covers the full spectrum of care, combining AI-driven triage and therapy with escalation to a network of more than 51,000 licensed experts when needed. MantraCare offers a seamless solution for employers, insurers, and healthcare systems, delivering 40–50% cost savings while improving health outcomes and member engagement.
Role Description The Financial Representative at MantraCare will provide guidance on financial planning options related to healthcare and wellness benefits, helping clients understand and optimize their coverage and long-term financial strategies. Day-to-day responsibilities include assessing client financial needs, explaining insurance and investment products, and aligning retirement and savings plans with MantraCare's care offerings. The role involves conducting remote consultations, preparing clear financial proposals, maintaining accurate records, and collaborating with internal teams to support client education and decision-making. This is a part-time, remote role that requires consistent availability during agreed working hours and adherence to regulatory and ethical standards in financial services.
Qualifications

• Demonstrated skills in Financial Planning and Finance to analyze client needs and recommend appropriate solutions.
• Knowledge of Insurance products and benefits, with the ability to explain coverage options clearly and accurately.
• Experience in Retirement Planning and Investments to support long-term financial strategies aligned with healthcare needs.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail in client documentation and compliance.
• Excellent written and verbal communication skills, including the ability to explain complex financial concepts in accessible terms.
• Comfort working in a remote, tech-enabled environment; proficiency with digital productivity tools and secure communication platforms.
• Relevant professional certifications (e.g., CFP, CFA, insurance licenses) and prior experience in financial services or benefits advisory are highly beneficial.
• Commitment to ethical practice, client confidentiality, and inclusive, non-discriminatory service to diverse populations.