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FAST • FAIR • FLEXIBLE
Empowering WFG Entrepreneurs Your Professional WFG Virtual Assistant
Stop wasting time and money — start saving both!
As a WFG Professional, you want to grow your business efficiently and effectively. But with packed schedules — yours and your team’s — it’s nearly impossible to manage every task.
That’s where VBFAST comes in.
Hire a WFG Specialist and gain peace of mind knowing your essential business tasks are handled by skilled professionals — the whole company, not just an individual — working 24/7 with the time, tools, and expertise to get them done right.
WFG DAILY & TIMELY TASKS
As a WFG professional, you desire to enhance your business in ways that are most efficient, valuable, effective, and easily achievable. You wish to complete all the necessary daily tasks, but your busy schedule leaves you with little to no time. Additionally, your team is just as busy and can’t undertake any extra work.
Hire a virtual assistant & specialist and provide yourself and your team with ease of mind knowing that those vital tasks are being completed by someone with the time and skills!
Your To-Do List — Managed and Done
Administration
- Commission 1st/2nd Advance Follow-up & Reconciliation
- Business Correspondence
- Reports & Projection Planning
Accounting
- Timely and Accurate Bookkeeping
- Monthly, Quarterly, and Yearly Financial Reports
- Maximize Tax Deductions & Ready for Tax Preparation
Note: In-house CPA expertise available for WFG Accounting, including earned/unearned income reconciliation, tax deductions, and strategic tax planning
Associate Equipping & Support
- Fast Start Training for new associates
- Pre- & Post-Licensing Assistance (beyond WFG resources)
- Weekly & Monthly Event Support: poster creation and reminders
- Big Event Planning: rally support with posters and announcements
- VGO (Virtual Grand Opening for New Associates)
Client Services
- Underwriting Follow-Up
- Policy Reinstatement Monitoring & Approval
- Client Referral Follow-Up
- Policy Information Updates (Address, Beneficiary, etc.)
Client Relations
- Client Communication & Relationship Management using CRM
- Appointment Setting / Booking to generate more business
- Annual Review Process
- FNA Polishing
- Phone Calls & Emails
- Client Applications (IGO, Pipeline, Annuity, Transact, Pending Clients)
Branding, Marketing & Social Media
- Social Media Management
- Website Development & Maintenance
- Campaign Management
- Poster & Graphic Design
- Content Writing & Video Creation
Performance Evaluation
- Prepare evaluation forms & schedules
- Gather KPI data and feedback
- Draft evaluation summaries
- Track improvement or probation plans
- Update personnel files
VBFAST – Human Resources & Recruiting Support
Client Relations
- Hiring, onboarding, retention, and termination (U.S. & Outsourcing)
- Recruiting strategy for your staff
- Task management and efficiency monitoring
Payroll
- Process payroll (hours, OT, bonuses, commissions)
- Prepare payroll reports (summary, YTD)
- Encode timesheets & attendance
- Manage deductions, taxes, and W-2/1099 support
- Update salary or employee status changes
Team and Staff Recognition
- Track birthdays, anniversaries, milestones
- Create certificates and recognition posts
- Organize monthly/quarterly awards
- Coordinate incentives, bonuses, and gift cards
Benefits Administration
- Assist with benefit enrollment (health, dental, 401k)
- Maintain benefit records & updates
- Track PTO, sick leave & other leaves
- Support claims, reimbursements & provider coordination
General HR Administration
- Prepare offer letters, contracts, NDAs
- Organize employee digital files
- Schedule interviews & onboarding
- Track probation periods
- Assist with exits, clearance, and final pay
WFG Technology Support
Your assistant can also simplify your personal life:
- Organize personal to-do list & calendar
- Research better prices/options
- Schedule family appointments
- Assist with purchases and errands
Save time, reduce stress, and focus on what truly matters.
Top Virtual Positions You Can Hire Now
Streamline operations, boost productivity, and support growth — without the high overhead.
|
Position |
Main Focus |
|
Chief Operations Executive |
Oversee operations, strategic planning, and workflow optimization |
|
Executive Virtual Assistant |
Calendar, emails, admin, scheduling (business & personal) |
|
Client Service Coordinator |
Client follow-ups, policy updates, communication |
|
Licensing & Contracting Specialist |
Pre-licensing, renewals, compliance tracking |
|
Marketing & Social Media Manager |
Social pages, content creation, campaigns & automation |
|
Content Creator / Video Editor |
Visuals, posts, and training materials |
|
Data Entry & CRM Specialist |
Records, system updates, pipeline monitoring |
|
Bookkeeper / Reports Analyst |
Reports, projections, budgeting, accurate & timely financial statements for tax preparation |
|
Appointment Setter / Lead Coordinator |
Prospect outreach, calendar management |
|
Event & Team Coordinator |
Plan meetings, webinars, recognition events |
💬 Don’t see your ideal role? VBFAST can Customize a Virtual Staffing Plan to fit your WFG Workflow.
Personal Tasks
- CRM Setup, Management & Optimization (GHL, HubSpot, etc.)
- Tools Setup, Troubleshooting & Integration
- Workflow Automation & Reporting
- Tech Support for Daily Operations
Let’s discuss your requirements — we will help deliver them.
FAIR AND AFFORDABLE
We understand the importance of cost efficiency. Outsourcing can save you significant money because rates are based on the standard of living in other countries. Compared to U.S. salaries — where you still need to train and retain staff — you can save 60–90% on salary costs.
You can also start with interns, who can work 10-20 hours per week for $300–$500 per month, helping you save even more at the beginning of your journey. While they may not yet have extensive experience, you provide them the opportunity to gain valuable skills and training, allowing them to earn a better rate in the future and build a stronger career.
Even better, you can share the cost with your team — giving everyone access to support while freeing up your time to focus on green time activities and growth. This makes outsourcing a smart, strategic investment for both you and your team.
Compensation & Motivation Platform
Hybrid Compensation Plan to improve and boost Results
At VBFAST, we don’t just hire assistants — we develop partners in your success. Our performance-driven system keeps your team motivated, accountable, and aligned with your goals.
- Combines hourly and per-task pay
- Guarantees measurable productivity, fairness, and balanced accountability
- Performance-based adjustments ensure quality
Employee Care & Retention Benefits
- Sick Leave Pay
- Paid Vacation
- Health Care Assistance
- And more
A motivated, consistent, and loyal team helps you scale faster and more efficiently.
This creates a strong, dependable team that values your trust and strives to serve you better.
Do Any of These Sound Familiar?
- Work keeps piling up
- Great opportunities slip through the cracks
- You sacrifice personal time to keep up
- You want more done in less time
- You crave a more organized workspace
- You need help tracking goals, contests, or promotions
If yes — it’s time to partner with VBFAST.
VBFAST Culture: Growth, Gratitude & Continuous Improvement
We believe success grows from a culture of learning, respect, and humility. Our professionals:
- Welcome constructive feedback
- Turn mistakes into growth opportunities
- Continuously learn and improve
- Compensation adjustments (reduction) ensure fairness for both staff and employers